E-Learning Consultant
Core
Design and develop digital learning experiences, multimedia assets, and performance support resources to drive advisor and staff adoption of firm platforms and compliance requirements.
Role type
E-Learning Consultant (Instructional Designer & Digital Adoption Specialist)
Builds
E-learning courses, instructional videos, in-application guidance, job aids, playbooks, and digital adoption experiences for financial advisors and staff.
Domain
Financial Services / Wealth Management / Digital Learning & Adoption
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Articulate Storyline, Articulate Rise, Camtasia, Adobe Creative Cloud, Pendo administration, LMS management, instructional design, multimedia development, project management, stakeholder partnership
Preferred skills
Financial services domain knowledge, SharePoint administration, curriculum administration, mentoring on digital adoption best practices, AI-enabled tool evaluation
Technologies
Pendo, Articulate Storyline, Articulate Rise, Camtasia, Adobe Creative Cloud, Microsoft 365, Learning Management Systems, SharePoint
Responsibilities
Design and develop engaging digital learning experiences; Partner with SMEs to transform requirements into digital assets; Administer and optimize Pendo for digital adoption; Create instructional videos and performance support resources; Manage multiple learning projects and maintain content currency; Evaluate emerging technologies to improve learning delivery.
Seniority
Mid-Senior level (5+ years experience)