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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Talent Development Learning Experience Designer

Full-TimeDeadline 8/1/27
No salary listed
Mid
Bachelor's
Cincinnati, OH, USA
In PersonOccasional travel as needed.
People & HRLearning & Development

About the job

Requirements
  • A Bachelor's Degree is required.
  • Related experience is required in Learning and Development, Knowledge Management, Information Systems, Project Management, Finance, Operations, Communications, Organizational Change Management, or a related function.
  • Demonstrated ability to conduct presentations in a logical manner that effectively and concisely communicate key points, using appropriate grammar, pronunciation, pace, and tone consistent with the audience and content.
  • Proven ability to convey information clearly and concisely in written and verbal communication.
  • Ability to create a productive learning environment, overcome participants' objections, and manage sessions productively.
  • Demonstrated strong listening skills to understand stakeholders' information and knowledge needs.
  • Demonstrated ability to assess needs and leverage insights to design, test, deliver, and implement effective knowledge, content, and training solutions.
  • Proven ability to collaborate, partner, and influence cross-functionally to achieve program and project objectives.
  • Proven ability to coordinate multiple projects simultaneously, with strong attention to detail, organization, and project management skills, including identifying key stakeholders and developing and implementing plans.
  • Demonstrated understanding of the knowledge management lifecycle or ability to learn best practices that promote a knowledge-sharing culture.
  • Proven knowledge of and experience with training program development and evaluation, adult-learning theory, and instructional design methods.
  • Demonstrated understanding and application of change management methods, concepts, and strategies.
  • Proven ability to coordinate or implement operational systems and processes effectively with a continuous improvement mindset.
  • Proven proficiency with technology, including databases and related tools, and ability to learn system configuration.
  • Demonstrated ability to consolidate and report data into stories.
  • Proficient in Microsoft Office Suite.
  • Experience with eLearning authoring tools such as Articulate 360 and Camtasia.
  • Experience working with learning management systems and/or knowledge management systems.
  • Ability to work in an office setting and remain stationary for long periods while working at a desk, on a computer, with standard office equipment, or in meetings.
  • Ability to verbally communicate and exchange accurate information with customers and associates regularly.
  • Visual acuity to read and interpret correspondence, procedures, reports, and forms in paper and electronic formats and determine accuracy, neatness, and thoroughness of assigned work.
  • Ability to prepare written correspondence, reports, and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style.
  • Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to perform substantial movement of wrists, hands, and fingers for continuous computer work.
  • Ability to work extended hours during peak workloads or special projects and events.
Responsibilities
  • Conduct needs assessments to identify training requirements and technical skill needs, then design, develop, and deliver knowledge and training solutions in partnership with business unit leaders, subject matter experts, and project managers.
  • Create and maintain a knowledge base and training programs that drive business, customer, and associate value.
  • Use live instructor-led training, live virtual training sessions, eLearning, workshops, job aids, and other appropriate training methods.
  • Design learning journeys that engage learners and scaffold knowledge appropriately.
  • Maintain and enhance the training library within the learning management system.
  • Evaluate training effectiveness and adjust existing content to drive continuous improvement.
  • Apply knowledge management techniques, including knowledge transfer, after-action reviews, and content management, in support of the Knowledge Services Program.
  • Collaborate with subject matter experts to codify tacit knowledge, implement knowledge validation processes, and use knowledge management repositories such as Salesforce Knowledge.
  • Lead knowledge-harvesting efforts to locate, organize, and standardize knowledge, prioritizing access in the flow of work across multiple lines of business and shared service teams.
  • Design, develop, and deliver learning journeys and training content to onboard business units to new software, including the Enterprise Engagement Platform powered by Salesforce.
  • Collaborate with technical teams, Organizational Change Management, and business units to define scope and tactics.
  • Design, develop, and deliver knowledge and training content supporting enhancements to software applications such as the Enterprise Engagement Platform.
  • Select knowledge management and training methods based on content, audience, and scope.
  • Stay apprised of enhancements delivered through biweekly sprints and coordinate the knowledge management and training delivery schedule with technical teams, Organizational Change Management, and business units.
  • Champion knowledge management and learning and development across the organization.
  • Design and implement campaigns to market knowledge management and learning and development services to internal associates.
  • Develop cross-functional partnerships with Human Resources, Shared Services, and Business Units to align strategic initiatives with organizational culture, mission, and vision.
  • Network with internal stakeholders to influence positive changes in how knowledge and development are managed and leveraged.
  • Stay aware of trends in knowledge management, Talent Development, Human Resources, and Financial Services, share key learnings with the Knowledge Management Lead, stakeholders, and Human Resources partners, and apply best practices.
  • Ensure processes, practices, and programs comply with company policies and federal, state, and local laws and regulations regarding recruiting and other employment practices.
  • Partner with Human Resources, Compliance, and Legal departments as appropriate.
  • Perform other duties as assigned.
  • Comply with all policies and standards.
  • Occasionally travel as needed.
Desired Qualifications
  • Proficiency in information systems, content management, library sciences, or a related field is a plus.
  • Salesforce or a similar customer relationship management platform is a plus but not required.
  • Web conferencing, SharePoint, and Tableau are a plus.

About the company

W

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

  • Flexible Work Hours
  • Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.