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

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)

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

Senior Curriculum and Instructional Design Consultant

Key skills