Transition Strategies, LLC

Senior Curriculum and Instructional Design Consultant

Transition Strategies, LLC

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Posted on:

Location Type: Remote

Location: California • Illinois • United States

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Salary

💰 $45 - $69 per hour

Job Level

Senior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
curriculum designinstructional designadult learning theoryADDIEbackward designcompetency-based learningassessment strategieslearner-centered educational experiencescontent developmentproject management
Soft Skills
synthesis of complex contentcommunicationcollaborationfeedback incorporationlearner engagementstakeholder managementorganizational skillsproblem-solvingfacilitationadaptability