Senior Learning and Development Consultant

lplfinancial; Fort Mill, Charlotte (SC, NC); On-site; USD 71,000 - 118,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Senior Learning and Development Consultant to lead complex learning initiatives from needs analysis to evaluation. This role designs scalable learning experiences across instructor-led, virtual, digital, blended, and performance-support formats, and partners with leaders to align outcomes with business priorities.

The position emphasizes collaboration, innovation, and measurement of impact, with opportunities to influence learning strategy and governance across the

Qualifications

• Bachelor’s degree in Education, Finance, or Business.
• 3+ years delivering live, instructor-led training in person and virtually.
• 3+ years developing learning resources/designing learning content.
• 3+ years with PowerPoint.
• 3+ years in Program Management.

Responsibilities

• Diagnose performance, knowledge, skill, and capability gaps and propose practical solutions.
• Lead complex learning products from intake through design, development, implementation, evaluation, and continuous improvement.
• Design curricula, learning journeys, facilitator guides, job aids, simulations, assessments, and blended experiences.
• Facilitate instructor-led and virtual sessions; adapt to audience and reinforce application and retention.
• Create evaluation strategies and analyze metrics to measure effectiveness and inform improvements.
• Coordinate with leaders, vendors, and stakeholders to align objectives and delivery with business priorities.
• Leverage learning tech, data, and AI-enabled tools to improve access, scalability, and outcomes.

Skills

Learning needs analysis

Instructional design

Curriculum design

Facilitation

Stakeholder consulting

Project management

Performance improvement

Education

Bachelor’s degree in Education, Finance, or Business

Tools

PowerPoint

Learning management systems (LMS)

Authoring tools

Virtual learning platforms

AI-enabled learning tools

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Help employees and leaders build the capabilities needed to perform at their best. As a Senior Learning and Development Consultant, you will lead complex, high-impact learning products from needs analysis through design, delivery, and evaluation. You will combine advanced learning expertise, stakeholder consultation, technology, and data to create practical solutions that improve readiness, adoption, and on-the-job performance.

Job Overview:

The Senior Learning and Development Consultant is a senior individual contributor within the People Team. This role independently leads complex learning products, diagnoses performance and capability needs, and advises business partners on the most effective solution. The consultant designs and delivers scalable learning experiences across instructor-led, virtual, digital, blended, and performance-support formats; establishes consistent practices; and evaluates effectiveness using learner, performance, and business evidence. The role may guide project teams and coach colleagues but does not have direct people-management responsibility.

Responsibilities:

• Consult with business leaders and People Team partners to diagnose performance, knowledge, skill, and capability gaps; distinguish training needs from process, tool, communication, or reinforcement needs; and recommend practical solutions.
• Lead complex learning products from intake and needs analysis through design, development, implementation, evaluation, and continuous improvement.
• Design learner-centered curricula, learning journeys, facilitator guides, job aids, simulations, assessments, digital learning, and blended experiences using adult-learning and instructional-design principles.
• Facilitate high-impact instructor-led, virtual, workshop, cohort, and train-the-trainer experiences; adapt methods to audience needs and strengthen application, practice, and knowledge retention.
• Create evaluation strategies and analyze feedback, knowledge results, adoption indicators, and on-the-job performance measures to assess effectiveness and recommend improvements.
• Partner with leaders, vendors, and cross-functional stakeholders to align learning objectives, content, delivery plans, communications, and reinforcement with business priorities.
• Use learning technology, data, AI-enabled tools, and emerging practices to improve access, scalability, learner experience, and program outcomes in accordance with LPL standards.
• Establish and apply reusable design, facilitation, content, and program-management practices that improve consistency, quality, accessibility, and efficiency across learning solutions.
• Manage scope, milestones, risks, resources, and stakeholder communications; deliver high-quality work on time and within established budgets.
• Provide guidance, coaching, and knowledge sharing to learning colleagues and contributors; review work products and support capability growth within the job area.
• Maintain current knowledge of LPL business priorities, technology, processes, the financial-services environment, and relevant learning trends to ensure solutions remain practical and business aligned.

What are we looking for?

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:

• Bachelor’s Degree (focus in: Education, Finance, or Business)
• 3+ years of experience delivering live, instructor-led training, in person and virtually
• 3+ years of experience in developing / designing learning resources
• 3+ years of experience with PowerPoint
• 3+ years of experience with Program Management

Core Competencies:

• Product Management
• Learning Needs Analysis & Solution Design
• Instructional Design & Content Development
• Facilitation & Learning Delivery
• Learning Measurement & Evaluation
• Learning Strategy & Program Governance
• Stakeholder Consulting & Influence
• Organizational & Business Acumen

Preferences:

• Experience supporting learning in financial services, wealth management, or another regulated environment.
• Experience with learning management systems, authoring tools, virtual-learning platforms, simulations, and approved AI-enabled learning tools.
• Professional certification in instructional design, facilitation, performance consulting, project management, or a related discipline.

Pay Range:

$71,070.00 - $118,450.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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 www.lpl.com.

Information on Interviews:

LPL will only communicate with a job applicant directly from [e-mail] address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at(855) 575-6947.

EAC 5.19.26