Senior Content Developer/SME

Nature and Scope

The Senior Content Developer/SME will be responsible for creating, editing, maintaining, delivering, and updating Dalton Education’s intellectual property for the CFP® certification examination, education programs, review programs, and all other related programs as assigned.

Roles and Responsibilities:

Content and Course Development

• Develop, execute, and maintain content updates and schedules aligned with CFP Board requirements
• Create annual and quarterly planning calendars for curriculum revisions, content development, and course development
• Coordinate with staff and stakeholders to prioritize content development and update needs
• Manage content and course lifecycles regarding new regulatory or CFP Board requirements
• Plan, schedule, and execute course and content releases to minimize disruption to ongoing programs
• Manage, design, develop, and update slides, quizzes, exams, cases, booklets, assessments, media assets, delivery tools, delivery systems, and systems all other materials used in Dalton Education
• Create and/or coordinate the development of new education content as required
• Support all other learning or education documentation, methods, and processes assigned
• Assemble all content into course offerings as appropriate
• Complete all other duties as assigned

Learning Management System (LMS) Ownership

• Manage and update slides, quizzes, exams, cases, and other materials used in education programs
• Create and/or coordinate the development of new education content as required
• Update education, review, and all Dalton Education booklets, slides, questions, content, media assets, audio assets, and other materials for all programs
• Correspond and coordinate with faculty team and members to resolve student and faculty inquiries related to the LMS or related technology for learning delivery
• Consult with Subject Matter Experts to ensure accuracy of the content
• Build and design content into the CMS/LMS as assigned
• Collaborate cross-functionally across the organization for CMS/LMS optimization
• Complete other duties as assigned

Student and Faculty Support

• Promptly respond and resolve student and/or faculty inquiries
• Coordinate and obtain student and faculty feedback on content, programs, and courses
• Support student success programs and initiatives
• Provide support for LMS-related student and faculty issues
• Monitor student engagement metrics and intervene when necessary
• Complete all other duties as assigned

Other Responsibilities

• Maintain and continuously update knowledge contemporaneous with industry and law changes
• Attend the CFP Board and other meetings or conferences related to and relevant for Dalton Education

Qualifications and Education Requirements:

• CERTIFIED FINANCIAL PLANNER® certification
• Bachelor’s Degree in Accounting or Finance and/or professional financial planning experience
• Demonstrated ability to manage multiple projects simultaneously and with close attention to detail
• Excellent written and oral communication skills
• Strong analytical, problem solving, and critical thinking skills
• CFA, CPA, Master of Science in Accounting or Taxation, or JD preferred

Preferred Skills

• Prior teaching and/or writing experience
• Financial planning industry experience
• Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint. Adobe FrameMaker a plus
• Ability to accurately interpret and summarize law changes related to key financial planning areas