What are the responsibilities and job description for the Instructional Designer, SRV position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Responsible for producing performance-based, interactive learning experiences to meet the business needs of the division/branch so they can effectively meet associates'/clients' needs. Works in a collaborative team environment and uses proven instructional design methodologies to analyze learning needs, design and develop content, define measurement strategies and assess the effectiveness of learning programs.
Other responsibilities:
Other responsibilities:
- Applies design concepts to achieve blend percentages between knowledge application and knowledge transfer.
- Rapidly designs and develops learning content collaboratively with peers and stakeholders through the use of heat maps and punch lists.
- Adheres to time estimates and project management processes as established by the department and the industry.
- Leads sessions with SMEs and stakeholders to analyze needs and map business area requirements for training programs
- Represents and advocates for the division, financial advisor or branch team roles.
- Collaborates with subject matter experts and training specialists throughout the firm to analyze needs, develop appropriate learning objectives, and gather/maintain information.
- Establishes a process and schedule for regular audits of learning programs to:
- evaluate overall alignment with business objectives.
- ensure that the most current information is included
- Selects and recommends appropriate media and delivery methods for coursework.
- Leads design efforts of learning programs of varying scales from inception through evaluation within designated timeframe
- Adheres to department and Compliance quality standards and ensures appropriate implementation of courses.
Qualifications Required in the Job:
Problem Solving:
Identify, recommend, and implement learning solutions for business areas based on analysis of learner needs. Use creativity and sound judgement required to engage learners and determine the level of interactivity, in order to achieve desired learning outcomes in courses. Resolve conflicts between subject matter experts when design decisions reach an impass. Analyze and evaluate the effectiveness of courseware after release and develop actionable strategies and solutions if desired results are not achieved. Industry regulations, internal policies, procedures, and guidelines provide guidance and present constraints in problem solving.
Decision Making:
Decisions made in this position can be complex and non-routine. Most decisions pertain to gaining agreement on content to be included in a course, the level of interactivity, and the selection of the appropriate development tool or media. Instructional Designers will review, analyze, and facilitate discussion to ensure content directly supports performance-based learning objectives. Decisions are guided by department standards with review by team leaders.
Span of Influence:
Instructional Designers will be responsible for designing learning materials that provide the financial advisor, branch team and/or HQ associates with the appropriate knowledge and skills to be successful. Poor decisions could have negative impact on client investments, raise compliance issues, and subject the firm to regulatory action. They will interact with partners, leaders, and associates throughout the firm to help shape implementation strategies and identify associated business measures.
- Bachelor's degree in Instructional Design, education-related field, or equivalent work experience.
- 2 – 4 years in an instructional design/development position preferred.
- Series 7 and 66 (as business area requires)
- Demonstrated knowledge of adult learning principles required.
- Strong knowledge of key instructional design concepts and practices.
- Strong written and oral communication skills – demonstrated ability to produce clearly written learning materials and articulate key concepts in a clear, succinct manner
- Proficient in MS Office products.
- Working knowledge of current online development tools preferred
Problem Solving:
Identify, recommend, and implement learning solutions for business areas based on analysis of learner needs. Use creativity and sound judgement required to engage learners and determine the level of interactivity, in order to achieve desired learning outcomes in courses. Resolve conflicts between subject matter experts when design decisions reach an impass. Analyze and evaluate the effectiveness of courseware after release and develop actionable strategies and solutions if desired results are not achieved. Industry regulations, internal policies, procedures, and guidelines provide guidance and present constraints in problem solving.
Decision Making:
Decisions made in this position can be complex and non-routine. Most decisions pertain to gaining agreement on content to be included in a course, the level of interactivity, and the selection of the appropriate development tool or media. Instructional Designers will review, analyze, and facilitate discussion to ensure content directly supports performance-based learning objectives. Decisions are guided by department standards with review by team leaders.
Span of Influence:
Instructional Designers will be responsible for designing learning materials that provide the financial advisor, branch team and/or HQ associates with the appropriate knowledge and skills to be successful. Poor decisions could have negative impact on client investments, raise compliance issues, and subject the firm to regulatory action. They will interact with partners, leaders, and associates throughout the firm to help shape implementation strategies and identify associated business measures.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
