Learning and Development Consultant

Are you passionate about creating impactful learning experiences that elevate performance and drive service excellence? If so, the Senior Instructional Designer role could be the perfect fit for you.

Role Summary:

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 call center professionals. The ideal candidate will have a strong background in adult learning principles, instructional design methodologies, and eLearning development tools.

Responsibilities:

• Design and develop interactive and engaging 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 (SMEs), trainers, and stakeholders to identify training needs and develop customized learning solutions.
• Utilize instructional design models (ADDIE, SAM, etc.) to create impactful learning experiences tailored for a fast-paced call center environment.
• Develop assessment strategies to measure learner engagement, knowledge retention, and performance improvement.
• Maintain and enhance a library of training materials, ensuring content is current, accurate, and aligned with company objectives.
• Leverage Learning Management System (LMS) tools to deliver, track, and report on training effectiveness in partnership with our HR Systems team.
• Incorporate multimedia, gamification, and microlearning techniques to drive engagement and retention.
• Support new hire onboarding programs 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 are we looking for?

We want strong collaborators who can deliver world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way 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: Proficiency in designing, developing, and implementing engaging training solutions.
• Call Center or Related Field Knowledge: Understanding of call center operations, technical training, KPIs, and customer service excellence.
• Learning Technology Proficiency: Experience with eLearning authoring tools (Articulate RISE, Camtasia, ClipChamp etc.), LMS administration, Call Simulation Tools, and virtual training platforms.
• Project Management: Ability to manage multiple projects, meet deadlines, and work in a fast-paced environment.
• Communication & Collaboration: Strong written and verbal communication skills, with the ability to work cross-functionally with different teams.
• Data-Driven Approach: Ability to analyze training effectiveness and make data-informed decisions for continuous improvement.
• Creativity & Innovation: Ability to think outside the box and design 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 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. 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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