Instructional Designer

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we've built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Summary

The Instructional Designer is responsible for designing, developing, and facilitating learning solutions that support Moneta's career paths and firmwide learning strategy. This role collaborates closely with subject matter experts and cross-functional partners to produce clear, learner-centered content across in-person, virtual, and self-paced formats.

Essential Responsibilities

• Design and develop learning solutions-including course content, job aids, facilitator guides, and scripts-aligned with firmwide initiatives and learner needs across in-person, virtual, and self-paced formats.
• Design and facilitate instructor-led training sessions for associates at all levels, adapting delivery approach to meet the needs of diverse audiences, including new hires, tenured associates, and leadership populations.
• Partner with subject matter experts and cross-functional stakeholders to translate complex concepts into clear, learner-centered content.
• Curate and integrate content from third-party providers and internal platforms (e.g., Cornerstone, Articulate) to support program delivery.
• Prepare, coordinate, and manage materials for training programs, including research and vendor coordination as required.
• Execute evaluation strategies to assess program effectiveness and verify that learning objectives are achieved.
• Maintain up-to-date knowledge of instructional design methodologies and tools to support continuous program improvement.

Qualifications

• Bachelor's degree in Instructional Design, Organizational Psychology, Human Resources, Education, Business, Finance, or a related field.
• Minimum 3 years of experience in an instructional design or technical writing role.
• Demonstrated ability to develop instructional content in multiple formats, including job aids, facilitator guides, e-learning modules, and scripts.
• Experience facilitating instructor-led training in both in-person and virtual environments for groups of varying sizes and levels.
• Proficient in Microsoft Office applications.
• Experience in the financial services industry preferred.
• Must be authorized to work in the United States.

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match - 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.