Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.

The Senior Instructional Designer & Facilitator plays a key role in designing, developing, delivering, and continuously improving learning solutions that support financial professionals, their staff, and internal employees. This position combines three critical disciplines: Instructional Design & Content Development, Facilitation & Learning Delivery, and Consulting & Performance Improvement. This role partners with business leaders, project teams, subject matter experts, and stakeholders to translate complex business needs into practical, engaging, and performance-focused learning experiences.

What You’ll Do:

• Design, develop, and maintain learning solutions using adult learning principles, instructional systems design methodologies, eLearning and instructor-led authoring tools, and learning experience design best practices.
• High proficiency with Adobe Captivate building software simulations and assessments.
• Call center & wealth management / financial services instructional design experience.
• Create and update curriculum, facilitator guides, participant materials, slide decks, eLearning content, job aids, performance support resources, knowledge articles, process guides, and structured on-the-job training materials.
• Partner with subject matter experts, business owners, project teams, and vendors to convert complex information into clear, accurate, engaging, and usable learning experiences.
• Develop blended learning programs that may include instructor-led training, virtual instructor-led training, self-paced learning, microlearning, videos, simulations, workshops, and performance support tools.
• Collaborate with Marketing, Communications, Compliance, Operations, Technology, and business teams to finalize learning assets and ensure a professional learner experience.
• Evaluate learning effectiveness using learner feedback, stakeholder input, performance data, quality trends, LMS reporting, and business outcomes, then recommend improvements.
• Facilitate engaging instructor-led training in virtual, classroom, hybrid, on-site, and off-site environments for onboarding, system navigation, operational processes, best practices, and skill development.
• Customize learning experiences based on audience needs, firm structure, learner experience level, business priorities, pace, and preferred learning style.
• Create inclusive learning environments that encourage participation, knowledge retention, confidence building, and real-world application.
• Lead workshops, webinars, system training sessions, team learning events, onboarding programs, skill-development sessions, and learner readiness activities.
• Apply facilitation best practices, questioning techniques, scenario-based learning, guided practice, discussion management, and teach-back methods to reinforce learning outcomes.
• Support additional training needs, including existing firm education, internal new hire training, special initiatives, and learning opportunities informed by Voice of the Customer, quality assurance trends, or leadership direction.
• Serve as a learning consultant and trusted advisor to business leaders, stakeholders, project teams, and subject matter experts.
• Conduct training needs analyses, intake consultations, stakeholder interviews, and performance assessments to identify learning needs, root causes, and recommended solutions.
• Attend cross-functional project meetings to understand upcoming business initiatives, system enhancements, process changes, and their learning impact.
• Use learner feedback, stakeholder insights, project information, operational trends, and business priorities to continuously improve learning programs and resources.
• Manage multiple learning projects, deliverables, timelines, stakeholder expectations, and competing priorities with minimal supervision.
• Administer and support Learning Management System activities, including course publishing, curriculum organization, learner tracking, reporting, and content maintenance.
• Maintain accurate records of training activities, feedback, attendance, completion status, and program metrics for reporting and optimization.
• Coordinate onboarding and ongoing education programs that help financial professionals, staff, and employees gain the knowledge and confidence needed to succeed.

What You Bring:

• Series 7 license desirable but not required.
• ATD, CPTD, instructional design, facilitation, coaching, or learning technology certifications desirable but not required.
• Bachelor’s degree in education, Instructional Design, Organizational Development, Human Resources, Communications, Business, or a related field preferred; equivalent work experience may be considered.
• Minimum of 5 years of experience across training & development, instructional design, training delivery, performance consulting.
• Experience facilitating both virtual and classroom-based learning programs required or strongly preferred.
• Experience consulting with business partners, managing stakeholder relationships, and supporting cross-functional projects preferred.
• Experience working with financial professionals, wealth management, financial services, operations, call center, or another regulated industry preferred.
• Strong written, verbal, interpersonal, and listening skills with the ability to explain complex topics clearly, patiently, and professionally
• Experience with LMS platforms, Microsoft Office Suite, Teams, Zoom, Smartsheet, and digital learning or content development tools; quick to learn and teach new systems.
• Proven ability to manage multiple projects, deliverables, and training engagements while maintaining quality, accuracy, and follow-through.
• Strong knowledge of instructional design models, adult learning principles, ILT/VILT curriculum design, blended learning, learner engagement, performance support, and learning evaluation. Adobe Captivate experience is required.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Job Details

Job Family

Client Service

Job Function

Account Services

Pay Type

Salary