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:                                                                                       

As a Senior Instructional Designer & Learning Program Manager, you will be the architect and driver of standardized, high-impact training environments for Assima. You will act as the central program manager, ensuring cohesive learning experiences across multiple affiliations. Your expertise will bridge strategic vision with hands-on design, utilizing advanced tools and methodologies to develop scalable, efficient, and engaging learning solutions that drive adoption and operational excellence.

Key Responsibilities:

• Management & Strategy: Act as the primary program manager for Assima training initiatives, overseeing the end-to-end learning ecosystem. Develop and execute a unified instructional strategy that serves diverse affiliate audiences.
• Instructional Design & Development: Lead the analysis, design, development, implementation, and evaluation (ADDIE) of advanced learning programs. Create solutions ranging from microlearning and video tutorials to comprehensive e-learning courses and virtual instructor-led training (VILT).
• Content Creation & Tool Mastery: Develop dynamic training content utilizing a suite of modern tools, including:
• Articulate 360 Suite (Storyline, Rise)
• Camtasia for video production and editing
• Microsoft 365 (Word, PowerPoint, Excel) for documentation and presentation
• Canva for visual design assets
• AI-Enhanced Tools (e.g., for content scripting, image generation, or efficiency gains)
• Collaboration & Consultation: Partner with subject matter experts (SMEs), technology teams, and business leaders across affiliations to identify needs, gather content, and ensure learning solutions are accurate, relevant, and aligned to business goals.
• Standards & Governance: Establish and maintain instructional design standards, templates, and brand guidelines for all Assima training deliverables to ensure consistency and quality.
•  Innovation & Improvement: Champion the adoption of new learning technologies and methodologies. Continuously evaluate program effectiveness using metrics and feedback to iterate and improve.

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, Educational Technology, Adult Learning, or a related field.
• Minimum 5+ years of experience in instructional design and learning program development in a corporate setting.
• Minimum 3-5 years of proven, hands-on experience designing and developing learning solutions with the Articulate 360 suite (Storyline, Rise) is required.

Core Competencies:

• Demonstrated expertise in using Camtasia and the Microsoft Office suite for content creation.
• Strong portfolio showcasing skills in e-learning development, video production, and visual design.
• Experience managing the full lifecycle of learning projects, from needs analysis to rollout and measurement.
• Excellent communication, stakeholder management, and project coordination skills.
• Ability to simplify complex technical or operational information into engaging, user-centric training

Preferences:

• Experience in Financial Services; securities licenses (e.g., Series 7, 66, 99) are a significant plus.
• Formal certification in instructional design, project management (PMP), or educational technology.
• Proven experience designing training for multiple, distinct user groups or affiliate networks.
• Hands-on experience leveraging artificial intelligence tools to augment the design and development process.

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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