Job description

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: The Instructional Designer enables Financial Services teams to adopt new processes, technology, offerings, and ways of working. Partnering with subject matter experts (SMEs), the change management team, and business stakeholders, this role turns complex business information into clear, practical knowledge and learning experiences. The role owns the learning-content lifecycle: gathering information, building and maintaining knowledge resources, designing new-hire training across e-learning and live formats, and using feedback and data to keep materials current and effective. Essential Duties and Responsibilities: Collaboration and Change Enablement • Partner with the change management team and business stakeholders when new processes, technology, offerings, or ways of working are introduced; clarify the audience, impact, desired behaviors, and learning needs. • Lead structured SME interviews and recorded discovery sessions to capture the process, user workflow, dependencies, common questions, and the learner value proposition. • Recommend the appropriate knowledge and learning approach, such as a knowledge article, job aid, e-learning, live virtual session, in-person session, or blended solution. Knowledge Management • Create and maintain accurate, learner-friendly knowledge articles and supporting resources from SME interviews, recordings, source materials, and approved business documentation. • Organize content in the Knowledge Hub using consistent structure, naming conventions, links, and version control so learners can find and use information easily. • Manage the content-review cycle with business owners; track required updates and ensure related resources remain aligned when information changes. Content Development and E-Learning • Design and develop new-hire learning materials that bring together the most relevant knowledge into a clear, holistic learning experience. • Create e-learning courses and supporting materials including learning objectives, storyboards, scenarios, knowledge checks, assessments, and participant resources using an e-learning authoring tool. • Publish and maintain e-learning in the learning management system (LMS) / e-learning platform; manage learner assignments, learner groups, completion records, reporting, and learner support, while partnering with the platform administrator on system needs. In-Person and Virtual Cohort Training • Design and facilitate live virtual and in-person learning that helps new hires understand, practice, and apply essential Financial Services knowledge. • Personally facilitate, as part of the team, quarterly new-hire cohorts that culminate in an in-person learning experience. • Use learner-centered methods—such as scenarios, practice exercises, group problem-solving, simulations, and discussion—to create an engaging and practical learning environment. Evaluation and Continuous Improvement • Use LMS data, assessment results, learner feedback, and live-session observations to evaluate learning quality, engagement, comprehension, and application. • Maintain a content inventory, review schedule, and update tracker for knowledge resources and training materials. • Coordinate updates across the knowledge library, e-learning, and live training materials when a process, policy, system, or offering changes. Qualifications, Skills and Requirements: • Experience applying instructional design and adult learning principles to create clear, engaging, and practical learning experiences. • Ability to interview SMEs, synthesize complex information, and translate it into learner-centered knowledge articles, e-learning, job aids, and live training materials. • Comfort designing and facilitating live virtual and in-person learning experiences for diverse audiences. • Strong writing, editing, storytelling, and visual communication skills. • Organized project manager who can manage multiple SMEs, content-review cycles, timelines, and competing priorities. • Analytical and improvement-oriented; able to use feedback and learning data to strengthen content and learner outcomes. • Collaborative, proactive communicator with the curiosity and learning agility to build financial services knowledge quickly. Education, Training and Experience: Bachelor’s degree preferred; equivalent relevant experience in instructional design, learning and development, organizational development, communications, knowledge management, or a related field will be considered. • 3–5 years of experience in instructional design, e-learning development, corporate learning and development, knowledge management, or a related role. • Experience supporting change-management, technology-adoption, process-improvement, or operational-readiness initiatives is preferred. • Experience using e-learning authoring tools and an LMS or e-learning platform; experience managing learner assignments, groups, completion records, and reporting is required. Experience with Absorb and Articulate is a plus. • Experience in the financial services industry (institutional retirement, individual wealth management, banking, insurance, etc.) is preferred but not required. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here . Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

Requirements

Must-haves

Collaboration and Change Enablement
Partner with the change management team and business stakeholders when new processes, technology, offerings, or ways of working are introduced; clarify the audience, impact, desired behaviors, and learning needs.
Lead structured SME interviews and recorded discovery sessions to capture the process, user workflow, dependencies, common questions, and the learner value proposition.
Recommend the appropriate knowledge and learning approach, such as a knowledge article, job aid, e-learning, live virtual session, in-person session, or blended solution.
Knowledge Management
Create and maintain accurate, learner-friendly knowledge articles and supporting resources from SME interviews, recordings, source materials, and approved business documentation.
Organize content in the Knowledge Hub using consistent structure, naming conventions, links, and version control so learners can find and use information easily.
Manage the content-review cycle with business owners; track required updates and ensure related resources remain aligned when information changes.
Content Development and E-Learning
Design and develop new-hire learning materials that bring together the most relevant knowledge into a clear, holistic learning experience.
Create e-learning courses and supporting materials including learning objectives, storyboards, scenarios, knowledge checks, assessments, and participant resources using an e-learning authoring tool.
In-Person and Virtual Cohort Training
Design and facilitate live virtual and in-person learning that helps new hires understand, practice, and apply essential Financial Services knowledge.
Personally facilitate, as part of the team, quarterly new-hire cohorts that culminate in an in-person learning experience.
Use learner-centered methods—such as scenarios, practice exercises, group problem-solving, simulations, and discussion—to create an engaging and practical learning environment.
Evaluation and Continuous Improvement
Use LMS data, assessment results, learner feedback, and live-session observations to evaluate learning quality, engagement, comprehension, and application.
Maintain a content inventory, review schedule, and update tracker for knowledge resources and training materials.
Coordinate updates across the knowledge library, e-learning, and live training materials when a process, policy, system, or offering changes.
Experience applying instructional design and adult learning principles to create clear, engaging, and practical learning experiences.
Ability to interview SMEs, synthesize complex information, and translate it into learner-centered knowledge articles, e-learning, job aids, and live training materials.

Nice-to-haves

Bachelor’s degree preferred; equivalent relevant experience in instructional design, learning and development, organizational development, communications, knowledge management, or a related field will be considered.
Experience supporting change-management, technology-adoption, process-improvement, or operational-readiness initiatives is preferred.
Experience in the financial services industry (institutional retirement, individual wealth management, banking, insurance, etc.) is preferred but not required.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Paid Time Off