Senior Learning and Development Consultant

LPL Financial LLC; Fort Mill, Town of Charlotte (SC, NY); In loco; USD 71.000 - 118.000; Tempo pieno

Vantaggi offerti da questo lavoro

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Descrizione del lavoro

LPL Financial Holdings Inc. is seeking a Senior Learning and Development Consultant to independently lead complex learning products and advise partners on effective solutions.

The role designs scalable experiences across instructor-led, virtual, digital, blended, and performance-support formats, evaluating impact with learner and business evidence. The qualified candidate will have 3+ years in instructional design, program management, and live training, with strong collaboration and stakeholder

Competenze

• Bachelor’s degree in Education, Finance, or Business.
• 3+ years' experience delivering live, instructor-led training (in person and virtual).
• 3+ years' experience developing/designing learning resources.
• 3+ years' experience with PowerPoint.
• 3+ years' experience with Program Management.
• Experience with learning management systems and authoring tools is preferred.

Mansioni

• Consult with business leaders to diagnose gaps and recommend solutions.
• Lead complex learning products from intake through design, development, implementation, and evaluation.
• Design curricula, learning journeys, facilitator guides, and blended experiences.
• Facilitate instructor-led, virtual, workshop, cohort, and train-the-trainer sessions.
• Create evaluation strategies and analyze feedback and performance data.
• Partner with stakeholders to align objectives and reinforcement with priorities.
• Use learning technology and AI-enabled tools to improve access and outcomes.
• Establish reusable design and program-management practices for consistency.
• Manage scope, milestones, risks, resources, and communications.
• Provide guidance and knowledge sharing to learning colleagues.
• Maintain current knowledge of business priorities and learning trends.

Conoscenze

Learning Needs Analysis

Solution Design

Instructional Design

Content Development

Facilitation

Learning Delivery

Learning Evaluation

Stakeholder Consulting

Program Management

Project Management

Formazione

Bachelor’s Degree in Education/Finance/Business

Strumenti

PowerPoint

LMS

Authoring tools

Virtual learning platforms

AI‑enabled learning tools

Descrizione del lavoro

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.

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 - $118,450.00 Actual 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.

Benefits

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

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. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. EAC 5.19.26 LPL Financial is the nation’s largest independent broker‑dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email 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 [phone].

EOE.