At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
The Performance Design Consultant II leads complex performance design projects in support of Lending Program Performance from intake through execution, measurement, and continuous improvement. This role combines design and development expertise with strong project leadership, stakeholder consultation, and performance measurement to ensure solutions align to business priorities and drive measurable outcomes.
Leads field effectiveness and delivery excellence initiatives that strengthen lending capability, readiness, and execution. Develops certification, training, and partner engagement strategies that improve performance, support business priorities, and drive results.
Job Responsibilities:
Key Responsibilities
Builds on all responsibilities of Performance Design Consultant 1
Leads intake, scoping, prioritization, and resource alignment for assigned work
Manages complex design and development projects with multiple stakeholders, timelines, and dependencies
Defines project goals, success measures, and performance outcomes at the start of each initiative
Tracks project progress, delivery milestones, and business impact, and communicates updates to stakeholders
Uses data, feedback, and performance results to improve solutions and adjust project direction when needed
Conducts quality assurance reviews to ensure deliverables are accurate, effective, and aligned to standards
Supports delivery when needed and provides guidance to peers on design, project management, and performance practices
Required Skills and Experience
Advanced experience in instructional design, performance consulting, or related work
Strong project and program management skills, including planning, coordination, and risk management
Ability to prioritize work based on business needs, impact, and available capacity
Experience defining and using measurement strategies to evaluate effectiveness and outcomes
Strong analytical, problem-solving, and stakeholder management skills
Ability to influence decisions, build alignment, and move work forward across partners
Monitor and evaluate the effectiveness of learning programs, utilizing feedback, surveys, assessments, and other evaluation methods to measure the impact and make improvements.
Stay abreast of industry trends, best practices, and emerging technologies in learning and development, and recommend innovative approaches to enhance training effectiveness.
Manage learning and development budgets, track expenses, and ensure the cost-effectiveness of initiatives.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
Bachelor’s degree in instructional design, learning and development, organizational development, education, communications, business, or a related field, or equivalent combination of education and experience.
Advanced degree is a plus, but not required.
5+ years of experience in instructional design, performance consulting, learning and development, or a related field, with demonstrated experience leading projects from intake through implementation
Strong project management skills, including scoping work, building project plans, managing timelines, coordinating stakeholders, and addressing risks and dependencies
Experience designing and developing performance solutions, learning assets, tools, or resources that align to business…