Junior Instructional Designer

Job Description:

The Job/What You’ll Do:

AssetMark is hiring for a Junior Instructional Designer on the Sales Training Team. We seek a hard-working, organized, creative professional with finance industry experience. You will find an excellent opportunity to achieve recognition and reap the rewards of your efforts as a Junior Instructional Designer for AssetMark.  

Your ability to take ownership and deliver results will be a seamless fit in our empowering environment as you work to design learning resources to help the Sales Team excel in their current roles and prepare for career advancement.

We will look to you to be a key player in continuing our progress and growth as you partner with organizational leaders to address their learning needs.  If this sounds like a match for you, take the next step and apply today!

This is a full-time position in our Chicago, IL office with a hybrid work schedule.

Responsibilities:

Learning Program Support:

• Partner with the Sales Training Team to provide initial and ongoing training and development for associates in all sales roles
• Work cross-functionally to manage and enhance the database of training resources available for use in coaching Sales Associates
• Manage content for peer-to-peer sales training, best practices, and idea sharing through Allego
• Manage content for onboarding of new Sales Associates
• Assign Training to new and existing sales team
• Maintain Assetmark Sales University SharePoint Site and newsletter
• Maintain Work cross-functionally to manage and enhance the database of training resources available for use in coaching Sales Associates
• Build and manage learning pathways
• Develop and maintain training records, metrics, and results for each Sales Associate
• Act as point of contact for training as it relates to vendors and participants, including the timely payment of invoices
• Develop expertise in using existing technology solutions and drive Allego strategy, implementation, and adoption
• Schedule in-person and/or virtual training for onboarding, ongoing skill development, product/service launches, third-party asset managers, and any other ad hoc training
• Assist with maintenance and updating learning content
• Monitor the Sales Training Outlook inbox
• Keep the Training Calendar up to date
• Assist with the design and development of training material and performance support tools
• Run reports for learning analytics to measure learning effectiveness
• Ability to travel as needed for training of remote employees/office locations

Learning Content Creation:

• Collaborate with SMEs to collect, analyze, and learn operational processes, procedures, and policies and assist with transferring that information into course content as appropriate to learning objectives
• Design and develop learning materials in a variety of formats, including but not limited to quick instructor-led courses, eLearning modules, reference guides, multimedia, audio, and videos
• Recommend changes to existing courses, including technology or instructional methods, to better adhere to delivery options for the course
• Remain aware of all emerging instructional technologies and make recommendations for improvements
• Provide Sales Managers with scalable resources to reinforce sales training accountability and continued development through on-the-job learning
• Participate in creating and implementing new training programs and/or initiatives
• Gather feedback, ideas, and process improvements from the team and work closely with Sales Leaders and/or functional departments to implement
• Manage the end-to-end process of designing, developing, implementing, and evaluating effective training curriculum
• Design training for face-to-face, virtual, and on-demand/just-in-time delivery methods using creative, innovative, and evidence-based approaches
• Promote, build, and organize peer-to-peer sales training, best practices, and idea sharing through Allego

Knowledge, Skills, and Abilities:

• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
• Demonstrated ability to apply adult learning sciences, best practices, and latest learning trends to design and develop effective learning experiences.
• Proficient in using course authoring tools and video editing software
• Proficient in using Allego and video editing software – preferred
• Mastery in using Microsoft Office applications (Excel, Word, PowerPoint) – preferred
• Proficiency in Salesforce.com – preferred
• Proficient in Salesforce.com, eWealthManager, Seismic and other sales enablement tools – preferred

Education & Experience:

• Minimum of 1-2 years of Instructional Design experience
• BA or BS (4-year degree) or Certification in Education, Curriculum Design, Adult Learning, Instructional Design, or related field
• Experience working with Learning Management Systems
• Experience in Sales Training
• FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 – preferred
• 1+ years of experience in the financial services industry – preferred
• 1+ years in an AssetMark CSG role – preferred
• Experience with the consultative sales approach – preferred

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

About Organization

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.

Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets.

With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.