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Company

Original Job Post

Mercer Advisors · 2 days ago

Wealth Management Enablement Instructional Designer

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Develop Learning Programs

Develop and maintain scalable platform for operational training of advisor teams and corporate resources

Conduct needs analysis to determine training needs and deliverables

Consult with business partners across geographies to define and craft the learning strategy and plans

Design, develop, and build new, engaging, and effective blended learning solutions

Promote collaboration, partnership and relationships among the participants and stakeholders

Create feedback loops to determine overall learning effectiveness and areas for improvement

Content Creation and Management

Responsible for development of new learning content and maintenance of existing learning content; maintain database of all materials

Partner with Subject Matter Experts (SMEs) to design presentations that translate complex information into easy-to-understand learning materials

Support writing of short form knowledge articles, designed to provide searchable content for users seeking online support

Partner with the Marketing Branding Team to incorporate Mercer branding in content creation

Training Delivery Evaluation

Collaborates with team leaders to ensure they and their teams understand the training tools and resources available and how to use them

Support team leaders in evaluation of trainers and support a culture of continuous improvement that increases individual and organizational performance

Share knowledge and best practices with learning and development team

Supports Corporate Projects

Supports company initiatives when needed.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

L&D experienceTraining experienceEducation experienceInstruction Design experienceE-Learning experienceProject managementStrategic alignmentLong-term goals alignmentDetail orientedCommunicationTeam playerOrganizedDrivenAdaptiveOwnershipInitiativeFinancial ServicesWealth ManagementAbsorb LMSSharePointKnowledge Base Management

Required

High School degree required

Minimum of 3 years experience in L&D, Training, or Education required

Minimum of 2 years experience in Instruction Design, including e-Learning

Must be detail oriented and possess project management skills/experience

Excellent communication skills with the ability to effectively present information and respond to questions from peers and management; ability to work with multiple departments

Excellent prioritization skills and the ability to handle various job duties in a fast-paced client-facing environment

Team player with the ability to work in a dynamic environment and adapting to the changing demands of business needs while remaining organized and driven to succeed

Alignment with the future strategic direction of the company and company long-term goals

Ability to take ownership, initiative, work independently and in a team environment.

Preferred

Bachelor’s degree in Education, Computer Science, Information Systems, Business/Administration, Instructional Design, or other relevant degree preferred

Experience in Financial Services or Wealth Management strongly preferred

Experience with Absorb LMS preferred

Experience building SharePoint site pages and/or experience managing a corporate Knowledge Base preferred

Ability to Travel (<10% Travel Required)

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays with a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance