Instructional Designer - Independent Financial

18 Feb 2022 1:28 PM | Lewis Martinez (Administrator)

Company: Independent Financial


Position Description:

The Instructional Designer’s objective is to support the Learning and Organizational Development Manager by using instructional design principles to assess and identify training needs, define measurable objectives, determine appropriate delivery methods, and design/develop high quality e-learning and other training materials. The Instructional Designer will partner across the Organization to deliver effective and engaging learning solutions in accordance with instructional design principles, adult learning theory and current research that help to support business needs. This will be achieved by creating standard and custom training programs through multiple training delivery channels including traditional instructor-led courses, virtual (webinar) courses, self-paced course materials, video presentation, multi-media eLearning courses and training kits that support various departments or the whole Organization.


Advise on innovative instructional design, content development, training methodologies and implementation best practices with a focus on remote learning.

Design/Develop Content

Conduct training needs assessment, using formal surveys and input from staff to tailor training to instructor objectives or to set future training topics.

Gather information through research, project team participation, testing, and interviews with subject matter experts. Remain knowledgeable and current in company programs, processes, and systems.

Determine appropriate instructional strategies based on content, learner attributes/audiences, knowledge gaps and available delivery methods.

Conceptualize, design, develop, and update high-quality instructional materials, including eLearning, classroom guides, presentations, videos, job aids, bulletins, exercises, and assessments.

Evaluate training programs and develop assessments to measures results.

Modify training programs when necessary to adapt to business or work environment changes.

Maintain alignment of all material and projects with the overall organizational/departmental education portfolio as well as relevant branding, legal and compliance standards.

Develop and maintain reports pertaining to job activities as well as records of training content versions/revisions.

Identify vendor solutions to help meet business learning requirements and needs. Support successful 3rd party training/vendor projects by participating in the vendor management and contract/statement of work approval process, overseeing project work, and assisting in reviewing deliverables against expectations and standards.

Project Management

Guide assigned learning projects through the design lifecycle from scoping, research & analysis, design, development, & launch; providing clear timelines, communicating with key partners, & selecting appropriate measurements for successful implementation.

Partner with managers and project leaders to understand program goals and define the learning solution that will make their programs successful.

Manage projects amidst ambiguity, competing priorities, and challenging deadlines.

Analyze Organization learning gaps and determine most effective instructional methods and tools for closing those gaps based on needs assessment and/or specified training needs, including e-learning, in-person or virtual workshops, on-the-job training activities, etc.

Pro-actively collect feedback from learners, stakeholders, and leaders to identify measures of learner and overall project success.

Advise on administrative functions necessary to deliver, document, and track training programs.

Learning Management System

Upload learning objects (tutorials, tests, forms, etc.) to internal learning management systems (LMS) as required; ensure that materials are updated and improved at regular intervals.

Participate in LMS training and testing, as needed.

Support trouble shooting for issues with eLearning content files within LMS system.


Education Requirements & Minimum Experience

Bachelor’s Degree in instructional design, education, human resources, management, communications, technology, or a related field AND minimum of 4 years of experience in instructional design, training, staff development or related area

Minimum of 4 years of experience designing and developing complex, instructionally sound training programs using multiple delivery methods (live, virtual, job aids, video, e-learning, micro-learning, reference material, self-directed learning guides, etc.).

Minimum of 2 years of experience in a financial institution or similar highly regulated industry, preferred.

Experience conducting needs analysis with cross-functional colleagues.

Experience writing instructional objectives, recommending various instructional models, creating blended learning solutions, and integrating measurement standards.

Experience developing eLearning (web- based training modules), technical training videos, documentation, presentations and other training materials maintained in a Learning Management System (LMS).

Experience with Adobe or other graphic editing and production software (i.e., Canva, Illustrator, Photoshop, Audition, etc.)

Submission of three work examples at the time of interview, preferred.

Knowledge/ Skills/ Abilities

Ability to work independently as well in collaborative team settings, demonstrate independent judgment, ask questions, and move in a fast paced and dynamic environment.

Must demonstrate a superior level of service, exhibit Independent Financial Core Values, and be a positive role model for staff.

Be a self-starter, organized and able to manage multiple projects without sacrificing a detail-oriented and timely approach.

Proficient in utilizing virtual meeting software (Webex, Zoom, Teams, etc.).

Expert-level proficiency with Microsoft Office tools and applications, especially PowerPoint.

Ability to communicate effectively with people at different levels of technological understanding and diverse professional backgrounds.

Able to communicate complex technical concepts and ideas, both verbally and in written form, clearly and accurately.

Excellent grasp of adult learning theory, educational models, and eLearning/instructional design principles.

Exceptional ability to handle multiple projects without sacrificing a detail-driven approach.

Knowledge of eLearning technical standards (SCORM, AICC, xAPI) and best practices for deployment within common LMS applications.

Good strategizing skills (i.e., ability to write scripts and storyboards based on client needs and feedback).

Creative and innovative thinker. Is naturally curious. Understands there are many ways to solve a problem and thinks outside of the box to do so.

Apply Here:


14070 Proton Rd. - Suite 100
Dallas, TX 75244


Phone: 972-233-9107 ex. 224

Fax: 972-490-4219

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