Rathbones
Learning Curriculum Designer (Financial Services)
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Role Title: Learning Curriculum Designer (Financial Services)
Division: Talent, Performance & Learning
Location: Edinburgh / Glasgow / Liverpool / London
Contract: Permanent
About the Role
Designs and governs the overall learning architecture for the Rathbones Institute, ensuring curriculum coherence, quality, evaluation, and continual improvement across all components. The role is responsible for translating the Institute vision into a clear, mastery-based curriculum architecture that develops outstanding Wealth Managers, Investment Managers, Financial Planners, and Business Development professionals.
Financial services experience is essential, with previous experience within the Wealth Management sector strongly preferred.
What you’ll be responsible for
- Own the end-to-end learning architecture for the Institute, ensuring clear pathways, coherent curriculum sequencing, and alignment to graduate standards.
- Design mastery-based curricula that combine technical knowledge, applied skills, professional judgement, ethical conduct, and commercial capability.
- Define curriculum standards, module design principles, assessment expectations, and evidence requirements for progression gates.
- Partner with subject matter experts, trainers, coaches, assessors, and business stakeholders to translate business needs into high-impact learning experiences.
- Ensure learning design reflects realistic client, market, investment, planning, and conduct-risk scenarios relevant to wealth management.
- Maintain curriculum maps showing links between learning outcomes, assessments, qualifications, behavioural expectations, and role readiness.
- Establish quality assurance routines for programme materials, facilitation, learner experience, assessment validity, and learning transfer.
- Use learner data, evaluation outputs, stakeholder feedback, and business outcomes to continually improve the Institute curriculum.
- Identify gaps in the existing learning catalogue and recommend build, buy, or partner solutions to close critical capability gaps.
- Act as the design authority for Institute learning standards, ensuring consistency while allowing personalisation by learner profile and pace.
- Manage day-to-day relationships with the Institute’s Learning Experience Platform provider, professional bodies, and training providers, supporting effective delivery and a positive learner experience.
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About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
- Strong experience in learning architecture, curriculum design, instructional design, or capability framework development.
- Understanding of financial services, wealth management, regulatory learning, and professional qualifications is highly desirable.
- Ability to design for mastery, assessment, personalisation, and applied workplace performance rather than content completion alone.
- Confident stakeholder manager able to work across senior business leaders, SMEs, learning teams, and external partners.
- Strong analytical capability, with experience using learning data and evaluation to drive improvement.
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Profile description
At Rathbones, we are committed to developing exceptional talent and setting the highest standards of professional excellence across Wealth Management. As part of this commitment, we are seeking an experienced and visionary learning professional to lead the design and governance of the Rathbones Institute's learning architecture.
This pivotal role will transform the Institute's vision into a coherent, mastery-based curriculum that develops outstanding Wealth Managers, Investment Managers, Financial Planners, and Business Development professionals. You will ensure that every element of the learning experience is connected, impactful, measurable, and continuously evolving to meet the needs of our clients, colleagues, and business strategy.
Working at the heart of professional development, you will drive curriculum quality, learning evaluation, and continuous improvement, creating clear pathways that build expertise, capability, and long-term career success across the organisation.
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