Instructional Designer


​​We hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see.

Advisor360° is seeking an Instructional Designer to join our Product team. In this role, you will work with product managers and subject matter experts to scope, design, develop, and curate learning experiences using proven adult learning principles, methodologies, and best practices. You are a motivated self-starter with a collaborative attitude and an ability to learn and absorb complex, technical information; break it down into smaller pieces; and convey it effectively within a variety of mediums.

Key responsibilities

  • Analyze business requirements and conduct needs assessments to support recommended learning experiences
  • Develop engaging and objective-driven content and learning experiences that focus on applicable, role-relevant, real-world/workplace skills
  • Develop web-based learning solutions and instructor-led materials to support the needs of internal and external customers
  • Create engaging activities and assessments that reinforce learning objectives
  • Communicate regularly with stakeholders and subject matter experts during learning content development process
  • Audit existing content on an ongoing basis, determining recommendations and implementing changes to course or curriculum
  • Work within a project management application to document learning development process data including time tracking, project comments, and task completion


  • Proven experience in working with and positively influencing technical subject matter experts
  • BA/BS degree or 3+ years of equivalent training development work experience in instructional design, instructional technology, adult education, or similar preferred
  • Experience with developing technology/software training and online learning solutions
  • Experience working with content creation tools such as Adobe Captivate as well as video and editing
  • Demonstrated knowledge of the ADDIE/SAM ISD models, Kirkpatrick’s levels of evaluation, and Bloom’s Taxonomy
  • Demonstrated ability to quickly understand new, complex tools, technologies, and applications
  • Financial services industry experience a plus
  • Exceptional communication and presentation skills
  • Experience developing content for varied audience experience with subject matter
  • Exceptional multi-tasking, time-management, and organizational skills

About Advisor360°

We’re not your typical WealthTech company. Advisor360° was born out of tens of thousands of pieces of feedback received during the past 20 years from the industry’s highest-producing financial advisors. Our software is second to none in creating operational efficiencies, unifying all the systems advisors need to run their businesses. Advisor360° launched in April 2019 as a new stand-alone technology company from our sister company, Commonwealth Financial Network®, the largest privately held Registered Investment Adviser–independent broker-dealer in the United States. With more than 2,000 independent advisors, Commonwealth is Advisor360°’s first customer; MassMutual is its second, bringing an additional 9,000 advisors onto the platform.

Come grow with us! Advisor360° is an exciting new venture, combining the nimble and innovative qualities of a start-up with the stability of a mature company. We have a track record of the highest satisfaction ratings by financial advisors in industry-leading publications, as well as a reputation for high workplace quality; for the last 12 years, as part of the Commonwealth team, we have been voted one of the 100 best technology companies to work at by Computerworld. Benefits include a robust bonus plan, PTO, VTO (Volunteer Time Off), free access to vacation homes around the world, 50% 401(k) match, stock options, referral bonuses, 80% of HMO premium for individuals and families, life-insurance coverage, short-term and long-term disability coverage, education assistance, flexible spending accounts, and employee assistance programs, just to name a few.

Join us on this journey. We believe that diversity drives innovation and so we are building a company where everyone is truly welcome. Everyone is encouraged to bring their unique, authentic selves to work every day. The way we see it, we’re here to learn from each other. Are you ready to grow with us?

Advisor360° is an equal opportunity employer that is committed to a diverse workforce.

Apply for this job