Instructional Designer

4 semanas atrás

São Paulo, São Paulo, Brasil Upstart AEC Tempo inteiro
The RoleWe are seeking a world-class Instructional Designer to build the foundation of our learning programs. This individual will design, develop, and deliver engaging training content for diverse audiences — from financial advisors and their assistants to home office strategists, operations teams, and internal staff.This is a foundational hire for our enablement organization. The instructional designer will create the curricula and core learning assets that trainers, account executives, and client success managers will leverage at scale.ResponsibilitiesCurriculum DevelopmentDesign structured learning paths (101 onboarding, role-based 201, advanced 301, and certifications) tailored to advisors, operations staff, and HQ users.Translate complex wealth-tech workflows into digestible, engaging training modules.Build multi-modal content:
e-learning modules, videos, job aids, guides, playbooks, and interactive demos.Maintain a consistent brand and learning style across all materials.Create onboarding journeys that shorten time to adoption for new clients.Develop certification programs (e.G., Advisor Certification, Operations Specialist Certification).Support adoption campaigns for new products or features with training collateral.Partner with internal subject matter experts (product managers, solution consultants, client success executives) to gather knowledge and validate accuracy.Work closely with trainers (as they are hired) to refine content based on classroom or webinar feedback.Coordinate with product and marketing teams to ensure training aligns with releases and client messaging.Monitor adoption and training metrics to evaluate effectiveness of content.Update training material in sync with product releases.Incorporate feedback from advisors, HQ clients, and internal teams.Qualifications5+ years in instructional design or learning development in a B2B software or services context.Mastery of adult learning theory, instructional design models (ADDIE, SAM, etc.), and curriculum development.Experience designing content for multiple formats:
e-learning, video, live instructor-led, self-paced guides.Proficiency with authoring tools (Articulate, Captivate, Camtasia, Adobe Creative Suite, or similar) and LMS platforms.Strong ability to translate technical/complex workflows into clear, engaging, and actionable training.Excellent collaboration and communication skills.Experience designing training for financial services, wealth management, or other regulated industries.Familiarity with CRM, OMS, portfolio management, or fintech platforms.Experience building certification programs.Success MetricsReduction in support tickets tied to "how-to" questions.Measurable lift in advisor adoption of key platform modules after training campaigns.Training content updated in sync with every major product release.Positive feedback scores from advisors, HQ clients, and internal staff.

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