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. 

Job Overview:

We are seeking a dynamic and experienced Senior Instructional Designer to support our growing call center team and support functions within our wealth management firm. This role will focus on designing, developing, and implementing engaging training programs that enhance the knowledge, skills, and performance of our wealth management professionals. This role partners closely with Instructional Facilitators, Subject Matter Experts (SMEs), and learning stakeholders to translate complex concepts into engaging, learner-centered solutions across multiple delivery modalities. The Senior Instructional Designer brings strong consultative skills and hands-on design expertise, applying advanced instructional design methodologies, data-driven insights, and adult learning principles to improve learning effectiveness and support measurable results. Additionally, the Senior Instructional Designer supports instructional design project delivery and contributes to facilitation methods and delivery approaches.

Responsibilities:

• Manage the end-to-end design, development, and evaluation of complex, high-impact learning solutions aligned to business performance goals
• Consult with business leaders, stakeholders, and subject matter experts to assess learning needs and recommend effective instructional strategies
• Design and develop learner and customer-centered solutions across multiple modalities, including digital learning, instructor-led training (ILT and vILT), blended learning, and performance support tools to ensure routines and cultural practices are reinforced
• Apply advanced instructional design methodologies, adult learning principles, and data-driven insights to ensure learning effectiveness and measurable outcomes
• Demonstrate awareness and practical application of established instructional design models (e.g. ADDIE, SAM, Agile, Design Thinking), selecting and adapting approaches based on context and learner needs.
• Demonstrate experience leveraging AI‑powered learning tools and platforms (e.g., adaptive learning engines, generative AI content tools, learning analytics) to design scalable, personalized, and data‑driven training solutions.
• Coordinate instructional design project delivery efforts, including scope definition, timelines, sequencing, and cross-functional coordination
• Integrate multimedia gamification, and microlearning strategies to enhance learner engagement and knowledge retention
• Evaluate learning effectiveness using qualitative and quantitative data and recommend enhancements as needed

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 in Instructional Design, Learning Experience Design, Education, or a related field preferred but not required; equivalent practical experience will be considered
• 7+ years of professional experience in instructional design, preferably within a large, fast‑moving, highly innovative, metrics‑ and data‑driven environment
• 3+ years of experience operating in a senior-level capacity, including delivering complex learning initiatives, providing informal peer support and knowledge sharing, and managing projects from intake through launch
• Experience designing learning solutions within financial services, wealth management, or other highly regulated industries strongly preferred

Core Competencies:

• Instructional Design Expertise: Demonstrates deep knowledge of adult learning theory, instructional design principles, and best practices for creating effective, learner‑centered experiences across modalities
• Project Coordination & Delivery: Partners with stakeholders to plan and deliver instructional design projects from concept through launch, coordinating scope, timelines, priorities, and dependencies to ensure on-time, high-quality outcomes
• Learning Technology Proficiency: Demonstrates strong proficiency with learning technology tools and platforms, including authoring and media tools (e.g., Articulate Rise, Camtasia, Clipchamp, Canva Pro), Microsoft productivity applications, Learning Management System (LMS) administration, and virtual training platforms to design, develop, deploy, and support effective learning experiences
• Stakeholder Partnership & Influence: Builds strong relationships with business partners, SMEs, facilitators, and learning leaders to drive alignment and shared ownership of outcomes. Partner with learning leadership to contribute ideas for process improvements, innovation, and scalable approaches within the learning function
• Continuous Improvement & Measurement: Uses qualitative and quantitative feedback to evaluate learning effectiveness and refine learning strategies and experiences

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Pay Range:

$71,070-$118,450/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) 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 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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