Senior Training Specialist

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:

This candidate will join LPL’s Client Success organization—a dynamic and team within LPL Financial. As part of the Client Success Enablement team, they will directly contribute to LPL’s mission: We take care of our advisors, so they can take care of their clients.

As a Senior Training Specialist, this candidate will play a crucial role in designing, delivering, and measuring training experiences across the organization. We are seeking a tech-savvy professional with a talent for building trust, listening and driving measurable results.

The ideal candidate will bring:

• Deep expertise in instructional design and adult learning theory

• Proficiency in creating engaging content across platforms

• Experience developing complementary training materials such as job aids and playbooks

• Strong collaboration skills to align training solutions with business objectives and KPIs

Responsibilities:

• Stakeholder Alignment – Partner with stakeholders to understand and memorialize business objectives, desired key performance indicators (KPIs) and development needs of client-facing managers, apply learning principles to create and deliver learning experiences anchored on the desired business outcomes of our partners.

• Develop Training – Design engaging and effective learning experiences and drive execution, including the creation and development of complementary training collateral leveraging technologies such as: Showpad, Clip Champ, Canva, Smartsheet, Microsoft Office Suite

• Activate and/or Facilitate Trainings – Deliver engaging learning experiences across live and virtual settings, from 1:1 sessions to larger group trainings. Depending on the format, this may include leading sessions directly, supporting SME-led training as a facilitator, or enabling self-paced learning through thoughtfully designed courses and learning paths that drive knowledge acquisition and confidence.

• Assess Outcomes and Effectiveness – Own core training KPIs – completion, competency, and learner satisfaction—while partnering with stakeholders to ensure their business objectives and success metrics are clearly defined, codified, and aligned to learning outcomes. Apply these insights within the team’s continuous improvement framework to design and deliver impactful training that drives measurable results.

• Maintain and Report Metrics – Aggregate and report on data related to training such as attendance, knowledge proficiency, satisfaction, etc.

• Support Broader Needs of Team – Engage in other efforts to support the team including administrative, operational, special projects, etc. as directed by manager.

• Act as an Owner – Execute against the team and vertical’s mandate(s) with an eye to maintaining—and improving—operational excellence, while also maintaining a nimble approach and ability to pivot when appropriate.

• Embrace and Model LPL’s Core Values – Actively contribute to the culture we aspire to each day by fostering collaboration, inclusion, and continuous growth.

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:

• 3+ years of experience in content design and deployment using Canva, Clip Champ, Showpad

• 3+ years facilitating live and virtual training sessions across a broad range of audiences

• 2+ years of experience using Smartsheet for content organization and creating reports to capture metrics

Core Competencies:

• Ability to apply adult learning principles, instructional design models (e.g., ADDIE, etc.)

• Ability to translate business objectives into learning outcomes

• Working knowledge of learning experience platforms (LXP) and e-learning platforms

• Strong facilitation and presentation skills across group sizes and formats

• Proficiency in content creation technologies including Showpad, Smartsheet, Canva and Clip Champ

• Ability to visually communicate data through compelling and accurate graphs and charts

• Experience with tracking and reporting metrics and KPIs (e.g., completion, satisfaction, competency)

• Analytical mindset, able to use data to drive decision-making and measure program effectiveness

• A sharp eye for identifying areas of improvement, and developing enhancements

• Strong stakeholder management and cross-functional collaboration skills

• Highly organized, process oriented, self-starter

Preferences:

• Bachelor’s degree required, concentration in Education, Instructional Design or related discipline a plus

• Instructional Design Professional (IDP)

• ATD’s Certified Professional in Learning and Performance (CPLP)

• Coursera Micromaster’s Program in Instructional Design and Technology

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 www.lpl.com.

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!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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 (855) 575-6947.

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