Edtech.com's Summary

Kestra Financial is hiring a LMS & Content Development Lead. This role involves developing, organizing, and maintaining training programs and learning resources for independent financial professionals. The position collaborates across various departments to ensure content aligns with business goals while embracing innovative and effective learning strategies.

Highlights

Development and maintenance of training programs and resources.
Collaboration with departments, project teams, and subject matter experts.
Experience in instructional design and managing complex projects is required.
Strong understanding of adult learning principles and methods.
Preferred experience with Series 7 license.
Position requires physical abilities such as sitting and standing.
Compensation based on salary format.
Full health, vision, dental benefits, and 401(k) plan available.

LMS & Content Development Lead Full Description

LMS & Content Development Lead

Encino Building #2, Austin, Texas, United States of America

ABOUT US:

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

The LMS & Content Development Lead plays a key role in the development, organization, and maintenance of training programs and learning resources that support independent financial professionals and their staff. This position collaborates across departments, project teams, and subject matter experts to ensure content is accurate, accessible, and aligned with business goals.

Because our learners are independent financial professionals who must prioritize their business first, conventional training approaches may not always apply. The ideal candidate embraces this challenge, bringing creativity, flexibility, and a pragmatic mindset to deliver learning in ways that are effective, even when they aren't textbook perfect.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. However, other duties may be assigned.

Training Strategy & Project Support

Attend cross-functional project meetings to understand upcoming changes and their learning impacts.
Conduct training needs analysis with business units across the firm to identify and recommend appropriate learning solutions.
Complete Learning Intake Forms for new initiatives and ad hoc training requests.
Provide recommendations to business owners and project teams on the appropriate learning modalities and delivery methods.

Content Development & Oversight

Partner with SMEs and third-party vendors to guide the creation of learning content, ensuring clarity, accuracy, and consistency.
Audit and refresh existing training content for accuracy, alignment with current processes, and branding.
Collaborate with the Marketing Team to finalize branding and production of training videos, job aids, and other materials.
Support the (re)design of instructor-led training materials and update existing learning modules as needed.
Create and maintain a review cycle process to validate the accuracy and relevance of learning materials.

Program & Resource Management

Maintain a dynamic training pipeline to track projects, deliverables, and timelines.
Develop and maintain self-service learning resources and tools (e.g., knowledge base articles, job aids, cheat sheets).
Coordinate and support onboarding and organic growth training programs for financial professionals and their staff.
Act as a Learning Management System (LMS) administrator to publish, track, and manage learning content.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

Instructional Design Expertise. Strong knowledge of instructional systems design (ISD) models, adult learning principles, and best practices for creating engaging and effective learning experiences.
Learning Methodologies. Understanding of adult learning theory and its practical application in both virtual and in-person environments.
Pragmatic Creativity.
Collaborative Design. Experience co-designing instructional materials, performance support tools (e.g., job aids), and structured on-the-job training programs with subject matter experts and cross-functional teams.
Project & Time Management. Proven ability to manage multiple complex projects across departments, prioritize tasks, and meet deadlines with minimal supervision.
Stakeholder Engagement. Ability to build strong relationships and communicate effectively with stakeholders at all levels of the organization.
Organized & Detail-Oriented. Highly organized, with excellent attention to detail and a focus on quality and follow-through.
Adaptability & Ability. Comfortable in fast-paced, ever-changing environments; able to adjust priorities quickly and remain flexible under pressure.
Strong Communication. Able to express ideas clearly and concisely, facilitate productive discussions, and drive mutual understanding across teams.
Change Readiness. Demonstrates a proactive mindset when faced with change; takes initiative to adapt processes and content accordingly.
Passion for Learning. Displays a genuine enthusiasm for education, continuous learning, and personal growth.
Coachable Mindset. Open to feedback and committed to continuous improvement.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

Preferred 2 years of industry experience with a call center and/or operations background.
Minimum of 2 years of experience with the development, delivery, or design of training curriculum and materials.

CERTIFICATIONS, LICENSES, REGISTRATIONS:

Series 7 license preferred

PHYSICAL DEMANDS: The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to sit at a computer for long periods.
Standing, walking, talking, hearing, sitting, reaching, grasping.

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Job Details

Job Family

Client Service

Job Function

Client Experience

Pay Type

Salary

Original Job Description

LMS & Content Development Lead

Encino Building #2, Austin, Texas, United States of America

ABOUT US:

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. However, other duties may be assigned.

Training Strategy & Project Support

Attend cross-functional project meetings to understand upcoming changes and their learning impacts.
Conduct training needs analysis with business units across the firm to identify and recommend appropriate learning solutions.
Complete Learning Intake Forms for new initiatives and ad hoc training requests.
Provide recommendations to business owners and project teams on the appropriate learning modalities and delivery methods.

Content Development & Oversight

Partner with SMEs and third-party vendors to guide the creation of learning content, ensuring clarity, accuracy, and consistency.
Audit and refresh existing training content for accuracy, alignment with current processes, and branding.
Collaborate with the Marketing Team to finalize branding and production of training videos, job aids, and other materials.
Support the (re)design of instructor-led training materials and update existing learning modules as needed.
Create and maintain a review cycle process to validate the accuracy and relevance of learning materials.

Program & Resource Management

Maintain a dynamic training pipeline to track projects, deliverables, and timelines.
Develop and maintain self-service learning resources and tools (e.g., knowledge base articles, job aids, cheat sheets).
Coordinate and support onboarding and organic growth training programs for financial professionals and their staff.
Act as a Learning Management System (LMS) administrator to publish, track, and manage learning content.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

Instructional Design Expertise. Strong knowledge of instructional systems design (ISD) models, adult learning principles, and best practices for creating engaging and effective learning experiences.
Learning Methodologies. Understanding of adult learning theory and its practical application in both virtual and in-person environments.
Pragmatic Creativity.
Collaborative Design. Experience co-designing instructional materials, performance support tools (e.g., job aids), and structured on-the-job training programs with subject matter experts and cross-functional teams.
Project & Time Management. Proven ability to manage multiple complex projects across departments, prioritize tasks, and meet deadlines with minimal supervision.
Stakeholder Engagement. Ability to build strong relationships and communicate effectively with stakeholders at all levels of the organization.
Organized & Detail-Oriented. Highly organized, with excellent attention to detail and a focus on quality and follow-through.
Adaptability & Ability. Comfortable in fast-paced, ever-changing environments; able to adjust priorities quickly and remain flexible under pressure.
Strong Communication. Able to express ideas clearly and concisely, facilitate productive discussions, and drive mutual understanding across teams.
Change Readiness. Demonstrates a proactive mindset when faced with change; takes initiative to adapt processes and content accordingly.
Passion for Learning. Displays a genuine enthusiasm for education, continuous learning, and personal growth.
Coachable Mindset. Open to feedback and committed to continuous improvement.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

Preferred 2 years of industry experience with a call center and/or operations background.
Minimum of 2 years of experience with the development, delivery, or design of training curriculum and materials.

CERTIFICATIONS, LICENSES, REGISTRATIONS:

Series 7 license preferred

Ability to sit at a computer for long periods.
Standing, walking, talking, hearing, sitting, reaching, grasping.

INTERNAL APPLICANT POLICY:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Job Details

Job Family

Client Service

Job Function

Client Experience

Pay Type

Salary

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