Who We Are

Bates Group has been a trusted partner in the financial services industry for 40 years. Our mission is to help clients resolve and prevent financial and reputational risks. We do that by providing analytical and industry expert consulting services. 

The Bates Group is committed to diversity in our people and practices, and we pride ourselves on recruiting, retaining, and developing high-quality people. We aspire to foster a culture of mutual respect and collaboration while at the same time being the preferred consulting firm for clients needing first-rate analytics and the industry’s expert knowledge.

Position Summary

This Instructional Designer will be responsible for the analysis, design, development, implementation, and evaluation of a series of high-volume eLearning courses and supplementary training materials. This person will create, communicate, and drive a vision for the eLearning courses with the internal team and the customers. The Instructional Designer will drive each eLearning course's design, framework, training focus, and direction with unique training content stemming from procedural to soft skills.

Key Responsibilities

• Identify and document learning objectives, understand the purpose of the eLearning courses via a leaner’s point-of-view
• Create instructional materials like eLearning courses, curriculums, guides, job aids, etc.
• Create visuals, graphics, audio, video, and interactive learning tools
• Create purposeful mid to heavy learning interactions using Storyline 2 and Rise
• Create, activate, and manage the completion of multiple eLearning course deliverables
• Manage the budget and timeline of deliverables
• Conduct SME interviews and collaborate with them throughout the project.
• Design frameworks and storyboards
• Provide technical support to customers in the implementation of eLearning courses on their internal Learning Management System

• Able to work under pressure, with a high tolerance for ambiguity, and the ability to work with diverse groups of people
• Collaborate with other supporting departments and individuals across the organization

• Other tasks as requested by management

Required Skills

• High School Diploma or equivalent is required.
• 4 years of experience developing interactive and engaging eLearning courses along with supporting materials
• 4 years of applying adult learning theory, adult learning models, and various learning technologies (LMS, mobile, in-person, virtual, etc...)
• 3 years of experience in utilizing authoring tools, including Storyline 2 and Rise
• 3 years of project management experience handing multiple deliverables, resources, and timelines running simultaneously
• Experience working with a Learning Management Systems (LMS) is required

• Knowledge of SCORM and xAPI compliance application is required
• Experience with files/folder management within a Cloud-base storage location

• Excellent time management and multi-tasking skills
• Excellent project management skills

Desired Skills

• BA/BS in a related field (e.g., Instructional Programming, Education, Education Technology, Organizational Development, marketing, graphic design).
• Knowledge of best practices about how financial services roles prefer to learn