Job Description:
• Design and develop comprehensive, end-to-end curricula for mid- to senior-level ESOP administrators (Primary focus) and 401k administration (Secondary)
• Translate complex topics (e.g., compliance, governance, valuation, fiduciary responsibilities, and plan administration) into structured, learner-centered educational experiences
• Align curriculum to clearly defined learning outcomes, professional standards, and real-world application
• Create high-quality instructional materials, including facilitator guides, participant workbooks, assessments, case studies, and scenario-based learning
• Apply adult learning theory and best practices (e.g., experiential learning, problem-based learning, and assessment-driven design)
• Design content for multiple delivery modalities, including instructor-led training, virtual learning, blended programs, and self-paced learning
• Partner closely with subject matter experts (SMEs), ESOP/401k practitioners, and internal stakeholders to ensure technical accuracy and relevance
• Facilitate design sessions and content reviews with SMEs and leadership
• Incorporate stakeholder feedback while maintaining instructional integrity and learning effectiveness
• Establish and maintain instructional design standards, templates, and style guidelines
• Evaluate learning effectiveness using assessments, learner feedback, and performance outcomes
• Continuously refine curriculum based on learner needs, industry changes, and program goals
Requirements:
• 5+ years of experience in curriculum design and instructional design, preferably in professional, financial, legal, or regulatory education
• Proven experience designing advanced-level curriculum for experienced professionals (not entry-level learners)
• Strong grounding in adult learning theory and instructional design methodologies (e.g., ADDIE, backward design, competency-based learning)
• Exceptional ability to synthesize complex content into clear, engaging, and instructionally sound learning materials
• Strong project management skills with the ability to manage multiple workstreams and deadlines in a contract environment
• Familiarity with ESOPs, retirement plans, financial services, accounting, or legal/regulatory education (preferred)
• Experience working with professional associations, certification programs, or continuing education initiatives (preferred)
• Experience designing assessment strategies aligned to professional competency and applied practice (preferred)
Benefits:
• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
• Competitive compensation
• Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference