LPL Financial
Overview
Learning and Development Consultant role at LPL Financial. Senior Instructional Designer will focus on designing, developing, and implementing training programs for call center professionals, leveraging adult learning principles, instructional design methodologies, and eLearning tools. Responsibilities
Design and develop interactive learning solutions including instructor-led training (ILT), virtual instructor-led training (vILT), eLearning modules, job aids, and performance support tools. Collaborate with subject matter experts, trainers, and stakeholders to identify training needs and develop customized solutions. Apply instructional design models (ADDIE, SAM) to create learning experiences for a fast-paced call center environment. Develop assessment strategies to measure engagement, knowledge retention, and performance improvement. Maintain and update a library of training materials to ensure content is current and aligned with company objectives. Utilize Learning Management System (LMS) tools to deliver, track, and report on training effectiveness in partnership with HR Systems. Incorporate multimedia, gamification, and microlearning to drive engagement and retention. Support new hire onboarding and ongoing training initiatives to enhance service center effectiveness. Stay current on trends in instructional design, adult learning, and call center best practices to continuously improve training approaches. What we are looking for
We seek strong collaborators who can deliver world-class client experience in a fast-paced, client-focused, team-oriented environment that encourages creativity and continuous improvement. Requirements
Bachelor’s degree in Instructional Design, Learning & Development, Education, or related field. 7+ years of experience in instructional design, preferably supporting a call center or customer service environment. Core Competencies & Skills
Instructional Design Expertise: Designing, developing, and implementing engaging training solutions. Call Center Knowledge: Understanding call center operations, technical training, KPIs, and customer service excellence. Learning Technology Proficiency: Experience with eLearning tools (Articulate RISE, Camtasia, ClipChamp), LMS administration, Call Simulation Tools, and virtual training platforms. Project Management: Ability to manage multiple projects and deadlines in a fast-paced environment. Communication & Collaboration: Strong written and verbal communication, cross-functional collaboration. Data-Driven Approach: Analyzing training effectiveness and making data-informed decisions. Creativity & Innovation: Designing engaging, modern learning experiences. Preferred
Experience in financial services, wealth management, or a highly regulated industry is a plus. Pay Range
$69,000-$115,000/year. Actual base salary varies based on factors including relevant skill, experience, education, internal peers' base salary, performance, and location. LPL Total Rewards package includes benefits such as 401K matching, health benefits, stock options, PTO, volunteer time off, and more. Your recruiter can discuss these offers. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leading wealth management firm supporting over 29,000 financial advisors and wealth-management practices of 1,100 institutions. They service approximately $1.9 trillion in assets and provide advisor models, investment solutions, fintech tools, and practice management services to help clients and advisors succeed. For more information, visit www.lpl.com. Join LPL Financial: where your potential meets opportunity. LPL is committed to objective financial guidance and operates as a leading independent broker-dealer with an integrated platform of technology, brokerage, and advisory services.
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Learning and Development Consultant role at LPL Financial. Senior Instructional Designer will focus on designing, developing, and implementing training programs for call center professionals, leveraging adult learning principles, instructional design methodologies, and eLearning tools. Responsibilities
Design and develop interactive learning solutions including instructor-led training (ILT), virtual instructor-led training (vILT), eLearning modules, job aids, and performance support tools. Collaborate with subject matter experts, trainers, and stakeholders to identify training needs and develop customized solutions. Apply instructional design models (ADDIE, SAM) to create learning experiences for a fast-paced call center environment. Develop assessment strategies to measure engagement, knowledge retention, and performance improvement. Maintain and update a library of training materials to ensure content is current and aligned with company objectives. Utilize Learning Management System (LMS) tools to deliver, track, and report on training effectiveness in partnership with HR Systems. Incorporate multimedia, gamification, and microlearning to drive engagement and retention. Support new hire onboarding and ongoing training initiatives to enhance service center effectiveness. Stay current on trends in instructional design, adult learning, and call center best practices to continuously improve training approaches. What we are looking for
We seek strong collaborators who can deliver world-class client experience in a fast-paced, client-focused, team-oriented environment that encourages creativity and continuous improvement. Requirements
Bachelor’s degree in Instructional Design, Learning & Development, Education, or related field. 7+ years of experience in instructional design, preferably supporting a call center or customer service environment. Core Competencies & Skills
Instructional Design Expertise: Designing, developing, and implementing engaging training solutions. Call Center Knowledge: Understanding call center operations, technical training, KPIs, and customer service excellence. Learning Technology Proficiency: Experience with eLearning tools (Articulate RISE, Camtasia, ClipChamp), LMS administration, Call Simulation Tools, and virtual training platforms. Project Management: Ability to manage multiple projects and deadlines in a fast-paced environment. Communication & Collaboration: Strong written and verbal communication, cross-functional collaboration. Data-Driven Approach: Analyzing training effectiveness and making data-informed decisions. Creativity & Innovation: Designing engaging, modern learning experiences. Preferred
Experience in financial services, wealth management, or a highly regulated industry is a plus. Pay Range
$69,000-$115,000/year. Actual base salary varies based on factors including relevant skill, experience, education, internal peers' base salary, performance, and location. LPL Total Rewards package includes benefits such as 401K matching, health benefits, stock options, PTO, volunteer time off, and more. Your recruiter can discuss these offers. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leading wealth management firm supporting over 29,000 financial advisors and wealth-management practices of 1,100 institutions. They service approximately $1.9 trillion in assets and provide advisor models, investment solutions, fintech tools, and practice management services to help clients and advisors succeed. For more information, visit www.lpl.com. Join LPL Financial: where your potential meets opportunity. LPL is committed to objective financial guidance and operates as a leading independent broker-dealer with an integrated platform of technology, brokerage, and advisory services.
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