Director, Instructional Design

Job Locations
US-CA-San Francisco | US-NY-New York


At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 


Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals within First Republic Investment Management (FRIM), First Republic Securities Company (FRSC),  First Republic Trust Company (FRTC), and Foreign Exchange. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.


Design innovative learning experiences to help your colleagues use new technology. Looking for learning & development professionals who are passionate about technology and user experience


This Director of Instructional Design within the PWM Change Management Team will be responsible for designing and delivering in app guidance solutions and self service training resources to drive adoption of Salesforce and other new technology capabilities with our Wealth Managers and Client Service Associates.   This role will be focused on implementing WalkMe’s Digital Adoption Platform to provide contextual in app guidance and support to new users of Salesforce with the goal of accelerating time to competency. 


This individual will partner closely with product managers, IT partners and other change management team members to analyze the impact of new technology capabilities and the best way to drive adoption.  This individual will use their instructional design expertise to create in app guidance, live and self-paced training materials and may facilitate feedback sessions with users to understand the effectiveness of these resources.


What you’ll do as a Director of Instructional Design:

  • Work with product managers, business users and IT partners to design and deliver effective digital adoption strategies for Salesforce and other SAAS platforms.    
  • Use adult learning theory and instructional design methods to build innovative learning experiences, including in app guidance solutions, on demand training resources and materials to support instructor led training.  
  • Actively engage partners and users to gather feedback and review adoption and usage data to assess effectiveness of and continually improve change management tactics and training resources.
  • Work effectively in a matrix environment to collaborate and gain consensus on proposed strategies/tactics.


You could be a great fit if you have:

  • Undergraduate degree required
  • Minimum 5 years of experience in instructional design, or learning & development
  • Minimum 2 years of experience with Digital Adoption Platforms or in app guidance solutions, such as WalkMe, Pendo, WhatFix, Salesforce In-App
  • Experience writing content using WalkMe application
  • Certification as a WalkMe Solution Builder or Solution Engineer is a plus
  • Experience/familiarity with Salesforce
  • Experience in or working knowledge of wealth management business is a plus

What skills you will use:

  • Knowledge of instructional design principles for live and on demand learning including development of instructional strategies, course materials, assessment techniques, appropriate integration of instructional technologies and best practices.
  • Proficient with technology and aptitude to learn new applications quickly.
  • Experience with Digital Adoption Platforms/in app guidance tools, such as WalkMe, Pendo, Whatfix, Salesforce In App Guidance
  • Strong business orientation with an understanding of wealth management processes.
  • Detail-oriented individual who can multi-task in a fast-paced environment and adapt to changing business priorities.
  • Excellent verbal and written communication skills and can speak articulately with and in language appropriate for business/front line users and technology partners.
  • Ability to negotiate skillfully in tough situations with internal and external groups; can be both direct and diplomatic.
  • A self-confident, proactive professional with the maturity necessary to work fairly autonomously and with people of various levels in the organization. 
  • Generates trust and builds alliances across business and functional lines; can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration.

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.
  • Must be able to travel as position requires.

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.


We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


For New York City-based roles: Effective December 27, 2021, all private sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.