Instructional Design Manager

Position Overview

We are seeking an experienced Instructional Designer to develop and manage engaging training materials that help advisors, field leaders, and other key audiences effectively understand products and solutions within Banking & Cash Solutions (BCS) and Wealth Management Solutions (WMS).

The ideal candidate will bring strong instructional design expertise, a solid understanding of adult learning principles, and hands-on experience developing eLearning content using Articulate 360. This role will support multiple learning priorities and help evolve the existing product training library into more impactful and engaging learning experiences.

Key Responsibilities

• Develop, refine, and implement training materials that support product initiatives and business objectives across Wealth Management and Banking & Cash Solutions.
• Partner closely with training, marketing, business teams, and subject matter experts to develop and enhance course content.
• Apply instructional design principles, adult learning best practices, and industry standards throughout the design and development process.
• Review learning goals and objectives with business partners and recommend effective instructional strategies and solutions.
• Manage the end-to-end training development lifecycle, including content design, development, stakeholder reviews, evaluation, and measurement.
• Leverage existing storyboards, templates, and design standards to develop or modify training content.
• Utilize Articulate 360 design and publishing tools to create engaging learning experiences that support skill development and behavior change.
• Develop training using a variety of delivery methods, including web-based learning, instructor-led training, video, animated content, and blended learning solutions.
• Help simplify training content by focusing courses on the most critical knowledge and skills.
• Support continuous improvement of training programs and development processes.
• Participate in regular team and business partner meetings, provide project updates, and communicate progress on key initiatives.
• Contribute thought leadership and creative ideas while also executing multiple learning priorities.

Required Qualifications

• 3–5 years of instructional design experience, with demonstrated experience developing eLearning content.
• Hands-on experience with Articulate 360 / Storyline or similar eLearning development tools.
• Experience developing multimedia and digital training content.
• Proficiency with Microsoft Office Suite.
• Strong communication and interpersonal skills with the ability to collaborate effectively with SMEs and business stakeholders.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Experience developing training content within a highly regulated industry.
• Knowledge of current learning technologies, instructional design methodologies, and industry trends.
• Strong analytical, problem-solving, and critical-thinking skills.

Preferred Qualifications

• 2–3 years of experience developing training content within the financial services industry.
• Knowledge of financial products and services, including investments, advisory services, managed accounts, retirement, banking, or related areas.
• Experience working within Wealth Management, Banking, Investment Management, or another financial services environment.
• Background or demonstrated skills in graphic design.
• Familiarity with Vyond and Adobe Pro or similar multimedia/design tools.
• Experience working with subject matter experts and cross-functional business teams.
• Self-starter who takes a proactive approach to projects and can work independently.
• Bachelor's degree in Instructional Design, Adult Learning, Instructional Technology, or a related field.
• Instructional Design certification is a plus.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.