Edelman Financial Engines · 1 day ago
Wealth Planning Solutions Instructional Designer
United States
Full-time
Remote
Mid Level
$82K/yr - $109K/yr
3+ years expEdelman Financial Engines (EFE) is dedicated to providing financial advice that helps individuals thrive. The Instructional Designer will create engaging learning experiences and support key learning platforms to enhance team member experiences, while managing multiple instructional design projects and collaborating with subject-matter experts.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Design, develop, implement, and evaluate high‑quality learning solutions grounded in adult learning principles, including eLearning modules, facilitator guides, participant guides, presentations, videos, and curated resources
Manage 3–5 instructional design projects concurrently while meeting deadlines and ensuring alignment with industry standards and best practices
Collaborate closely with subject-matter experts and teammates to translate complex information into clear, engaging learning experiences
Apply iterative and agile design principles to continuously refine and enhance instructional materials
Serve as a backup administrator for key workplace platforms, including WalkMe, The Collective, SharePoint, and others as needed
Qualification
Required
3+ years of experience in instructional design, learning experience design, or a related field
Bachelor's degree in Instructional Design, Education, Communications, or equivalent experience
Demonstrated experience applying adult learning theory and instructional design methodologies (e.g., ADDIE, SAM)
Proficiency with eLearning and content creation tools (e.g., Articulate 360, Camtasia, Adobe Creative Cloud, or similar)
Strong project management skills with the ability to manage multiple concurrent projects
Familiarity with digital workplace tools or learning platforms (e.g., LMS, SharePoint, WalkMe) a plus
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Chief Executive Officer
David Goldberg
SVP, Chief Data and Analytics Officer
Recent News
2026-01-22
Company data provided by crunchbase