Job Description:

The Job/What You'll Do:

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

• Collaborate with SMEs to collect, analyze, and learn operational processes, procedures, and policies and translate 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 instructor-led courses and workshops, on-demand resources, and more
• Recommend changes to existing courses, including 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 scalable resources to reinforce sales training 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 our LMS and Slack
• Develop and maintain scalable training resources to solve for coaching needs, learning challenges, and knowledge/skill assessments

Learning Management Support:

• Partner with the Sales Training Manager to support online content management in Absorb (LMS), Seismic (CMS), and Yoodli, including uploading content, assigning, tracking, and managing courses.
• To include, but is not limited to, uploading content, managing audiences, and creating curricula within the LMS system

Additional Learning Program Support:

• Collaborate with the Growth Enablement Team, which may involve streamlining major processes and integrating new ideas to enhance reach/quality of programs, maintenance of programs, and adjusting programs based on organizational initiatives
• Collaborate with the Sales Enablement Team and various business partners in operationalizing the programs by successfully planning, managing, problem-solving, and executing the programs

Knowledge, Skills, and Abilities:

• Ability to create engaging learning activities and compelling course content with content authoring tools Articulate 360, Canva, and Yoodli
• Proficient with Microsoft Office suite, familiar with other technologies that support training, such as LMS, eLearning authoring tools, and distance learning tools
• Ability to manage complex projects and multiple priorities in a fast-paced environment at a high level of competence
• Excellent oral and written communication, presentation, and facilitation skills to deal with internal and external contacts
• Demonstrated ability to be organized and pay attention to detail
• Demonstrated knowledge and competency of learning and development principles, ADDIE, and Kirkpatrick’s evaluation of both training programs and training results
• Proficient in Articulate 360 and  authoring tools is preferred

Education & Experience:

• BA or BS (4-year degree) or Certification in Education, Curriculum Design, Adult Learning, Instructional Design, or related field is preferred
• 1-2 years of instructional design or training creation and facilitation experience
• Instructional Design experience across a variety of delivery channels (eLearning, blended,  in-person, on-demand, etc.)
• Experience working with Learning Management Systems is preferred
• Experience in Sales Training is preferred
• 2 years of Financial Services experience is preferred

Compensation: The Base Salary range for this position is between $70,000-$80,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

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

#LI-CR1

#LI-hybrid

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and 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.