Demo

Instructional Designer/PM

Fidelity TalentSource
Covington, KY Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 5/27/2025

Instructional Designer/PM, Customer Education

This role crafts engaging, dynamic digital customer education content and experiences that empower Fidelity Stock Plan Services and Workplace Investing clients to leverage products and services with confidence.

Your Role, Your Team

We are seeking a motivated and savvy instructional designer to scope, research, and write customer education content in a fast-paced, complex work environment. You will work with a team of writers, designers, and financial services professionals. Your work will directly contribute to Fidelity Stock Plan Services goals as we improve self-service and global delivery for our clients and their plans with Fidelity.

The Expertise You Have

  • 5-6 years business experience in a related role, plus an undergraduate degree or graduate degree in Education, Instructional Design, Instructional Technology, English, Creative Writing, or a related area.
  • Sophisticated writing, visual design, and multi-media production experience, including collaborative work with animators, graphic designers, and/or visual design teams.
  • Advanced researching, and interviewing skills, with experience in minimizing subject matter expert (SME) and client time, and eliciting clear impacts/outcomes from content and content creators
  • Proven experience and proficiency working in fast-paced production environments, with a focus on both quality and speed
  • Experience in financial services is not required, but is a plus

The Skills You Bring

  • Curiosity to explore new processes and products, detailing steps to build effective learning materials for customers
  • Passion for visual communication and clear, accurate language to improve customer engagement and understanding
  • Proficiency in Microsoft Office Suite and familiarity with project management tools like Smartsheet and Jira, with the ability to quickly learn and adopt new technologies
  • Enjoyment in learning new topics and explaining them to others through instructional design
  • Skill in influencing and collaborating with team members and business partners, both in-person and through virtual platforms like video conferencing and email
  • Creativity in crafting instructional materials that align with business goals and achievements
  • Focus on the customer, listening closely to their needs and using their language and priorities in writing and design
  • Motivated by problem-solving and finding innovative solutions for customer engagement and satisfaction
  • Attention to detail and ability to edit dense content to make it more engaging and concise for learners
  • Keen project management skills, ability to lead the outcome and deliver a quality experience even when partners are more senior

The Value You Deliver

  • Developing a comprehensive library of instructional resources, using clear, accessible language and adhering to visual design standards, brand guidelines, and legal/regulatory requirements
  • Creating video storyboards from internal policies, procedures, job aids, or interviews with subject matter experts; incorporating feedback, making vital edits, and ensuring a high-quality final product
  • Implementing effective strategy and project management practices to maintain consistent, high-quality, and sustainable production work
  • Collaborating with team members, subject matter experts (SMEs), and clients to ensure efficient workflow and quality assurance in instructional design projects
  • Interviewing SMEs and other partners to gather relevant information, synthesizing it, and transforming it into clear, accurate instructional materials, guides, and resources for customers

Company Overview



Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com
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We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com
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Fidelity’s hybrid working model
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blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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