Senior Learning

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

The Human Resources Senior Learning & Development Consultant at LPL Financial, you will play a pivotal role in enhancing the skills and capabilities of our internal employees and external advisors through the creation of educational content and resources and the delivery of high-impact training programs. You will leverage your expertise in learning methodologies and technology solutions to create tailored educational experiences that foster growth and improve operational efficiency. This position is a hybrid role combining elements of content design, learning program knowledge, and project management.

The Learning & Development Consultant delivers live customized training to both internal employees and external advisors, utilizing multiple delivery methods to engage participants meaningfully and effectively. The training is designed to enhance productivity and drive efficiency in client operations.
 

Essential Functions include contributing to retaining and growing Advisor Practices and Institutions by providing education on LPL Financial technology and back-office processing in a way that resonates with clients and drives efficiency gains in their daily operations and back-office management.

Responsibilities:

Responsibilities:

• Engage in continuous learning to stay updated on industry trends and relevant subject matter.

• Develop knowledge of competitors and third-party tools to effectively consult with clients.

• Create and deliver impactful training sessions, including content development and presentation techniques.

• Conduct personalized consulting sessions, whether one-on-one or in larger group settings, both virtually and in person.

• Participate in cross functional working teams focused on firm wide client facing initiatives

• Maintain accurate reporting and metrics using Smartsheet and other designated tools.

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Associate degree in Finance, Business, Communications, or a related field.

• 2 to 5 years of experience in a client-facing role within the Financial Services sector.

• 1+ year of experience with third-party Advisor Technology.

• 2 years of experience in instructional design, preferably supporting a call center or customer service environment.

Core Competencies:

• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).

• Highly adaptable, capable of managing multiple assignments simultaneously.

• Strong facilitator and webinar host with exceptional presentation skills.

• Proactive in taking initiative and problem-solving.

• Commitment to innovation and continuous process improvement.

• Professional maturity with strong self-management abilities

Preferences:

• SIE, 63 Preferred

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment:  We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here

• Limitless Career Potential:  Your career at LPL has no limits, only amazing potential. Learn more about our careers here

• Unified Mission:  We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here

• Impactful Work:  Our size is just right for you to make a real impact. Learn more here

• Commitment to Equality:  We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here

• Community Focus:  We care for our communities and encourage our employees to do the same. Learn more here

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here

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