At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

The Performance Design Consultant II leads complex performance design projects in support of Lending Program Performance from intake through execution, measurement, and continuous improvement. This role combines design and development expertise with strong project leadership, stakeholder consultation, and performance measurement to ensure solutions align to business priorities and drive measurable outcomes.

Leads field effectiveness and delivery excellence initiatives that strengthen lending capability, readiness, and execution. Develops certification, training, and partner engagement strategies that improve performance, support business priorities, and drive results.

Job Responsibilities:

Key Responsibilities

• Builds on all responsibilities of Performance Design Consultant 1
• Leads intake, scoping, prioritization, and resource alignment for assigned work
• Manages complex design and development projects with multiple stakeholders, timelines, and dependencies
• Defines project goals, success measures, and performance outcomes at the start of each initiative
• Tracks project progress, delivery milestones, and business impact, and communicates updates to stakeholders
• Uses data, feedback, and performance results to improve solutions and adjust project direction when needed
• Conducts quality assurance reviews to ensure deliverables are accurate, effective, and aligned to standards
• Supports delivery when needed and provides guidance to peers on design, project management, and performance practices

Required Skills and Experience

• Advanced experience in instructional design, performance consulting, or related work
• Strong project and program management skills, including planning, coordination, and risk management
• Ability to prioritize work based on business needs, impact, and available capacity
• Experience defining and using measurement strategies to evaluate effectiveness and outcomes
• Strong analytical, problem-solving, and stakeholder management skills
• Ability to influence decisions, build alignment, and move work forward across partners

• Monitor and evaluate the effectiveness of learning programs, utilizing feedback, surveys, assessments, and other evaluation methods to measure the impact and make improvements.
• Stay abreast of industry trends, best practices, and emerging technologies in learning and development, and recommend innovative approaches to enhance training effectiveness.
• Manage learning and development budgets, track expenses, and ensure the cost-effectiveness of initiatives.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor’s degree in instructional design, learning and development, organizational development, education, communications, business, or a related field, or equivalent combination of education and experience.
• Advanced degree is a plus, but not required.
• 5+ years of experience in instructional design, performance consulting, learning and development, or a related field, with demonstrated experience leading projects from intake through implementation
• Strong project management skills, including scoping work, building project plans, managing timelines, coordinating stakeholders, and addressing risks and dependencies
• Experience designing and developing performance solutions, learning assets, tools, or resources that align to business needs and performance goals
• Knowledge of instructional design principles, adult learning practices, and methods for evaluating solution effectiveness
• Ability to lead stakeholder consultations, gather requirements, define success measures, and translate business needs into actionable design plans
• Experience using data, feedback, and performance measures to assess outcomes and improve solutions
• Strong communication, collaboration, and stakeholder management skills, with the ability to influence decisions and maintain alignment across partners
• Strong organization and prioritization skills, with the ability to manage multiple initiatives and shift focus based on business need
• Experience with learning technologies, content development tools, project tracking tools, and performance reporting methods
• Strong attention to detail and commitment to quality, consistency, and timely delivery
• Relevant certifications in talent development, instructional design, project management, or related disciplines are a plus, such as CPTD, APTD, PMP, or similar credentials
• Travel expected up to 20%.

#LI-LT

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.