Are you a team player? Are you curious to learn? Are you interested in working on meaningful initiatives? Do you enjoy working in fast paced environment? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors’ businesses? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

This candidate will be a part of LPL’s Client Success organization, a growing organization within LPL Financial. As part of the Client Success team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

We are seeking a Vice President level candidate to help support our growing team and improve our organizational performance. As the Vice President, Training Strategy & Development, this candidate will play a crucial role in designing, implementing, measuring and overseeing training and development programs and initiatives across the organization. They will collaborate with various stakeholders to assess needs, develop strategies, and create effective training solutions that align with our business objectives. The ideal candidate for this role will have strong leadership skills, is a highly organized self-starter and problem-solver, skilled in time management and prioritization, and a passion for cultivating a culture of continuous learning and development.

Responsibilities:

• Leadership and Team Management: Build and manage a training team. Provide guidance, support, and coaching to ensure the individual and collective inteam’s success.
• Training Strategy: Conceptualize, develop a scalable and differentiated end-to-end training strategy that addresses the needs of the organization. Identify gaps in knowledge and skills and design programs to address those gaps effectively.
• Program & Content Development: Collaborate with cross-functional teams, including success managers, subject matter experts, etc. to develop comprehensive training journeys, content and complementary development engagements that align with organizational goals and objectives. Training will range from basic to intermediate to advanced.
• Quality Assurance: Ensure the delivery of high-quality learning journeys by establishing and implementing quality assurance processes, conducting regular evaluations to ensure knowledge mastery, and providing feedback to trainers.
• Resource Management: Manage talent capacity and any budget allocated, ensuring optimal utilization of resources. Identify and recommend investments in tools, technologies, and resources to enhance program delivery.
• Stakeholder Management: Collaborate with stakeholders, to understand the unique needs and align execution/delivery accordingly. Build strong relationships with stakeholders to ensure their support and engagement in training initiatives.
• Performance Measurement: Establish key performance indicators (KPIs) and metrics to measure the effectiveness and impact of learning journeys. Regularly analyze and report on performance, making (data-driven) recommendations for improvement.
• Industry Trends and Best Practices: Stay updated on industry trends, emerging technologies, and best practices in training and development. Incorporate innovative approaches and methodologies into program design and delivery to enhance the learning—and overall—participant experience.
• Compliance and Regulatory Requirements: Ensure training programs and content complies with relevant industry regulations, company policies, etc. Stay informed about changes and update programs accordingly.
• Continuous Improvement: Foster a culture of continuous improvement within the team by encouraging feedback, conducting regular assessments, and implementing enhancements to training programs based on feedback and evaluation results.

What are we looking for?

We want strong collaborators who can deliver a world-class client learning experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree
• 7+ years of experience managing and leading a team responsible for delivering training and development programs

Core Competencies:

• Strong knowledge of instructional design principles, learning preferences, and training tactics and methodologies;
• Highly organized, process oriented, self-starter;
• Confidence in ability to lead and highly collaborative
• Excellent communication and interpersonal skills to effectively collaborate with stakeholders at all levels
• Strong project management skills, with the ability to prioritize and manage multiple initiatives; simultaneously;
• A sharp eye for identifying areas of improvement—developing enhancements, and addressing shortfalls within programming;
• Analytical mindset with the ability to use data to drive decision-making and measure program effectiveness; and
• Knowledge of industry-specific regulations and compliance requirements related to training and development programs.

Preferences:

• Familiarity with learning experience platforms (LXP) and e-learning platforms
• Proficient in ShowPad, Smartsheet, PowerPoint, Excel, Word, Outlook, SalesForce, Online training delivery technologies a plus

Pay Range:

$125,100-$208,500/year 

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. 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. Your recruiter will be happy to discuss all that LPL has to offer! 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.