Senior Training Specialist

Do you believe it's imperative that today's financial advisors inject next-generation talent into their practices? That a fresh perspective to serving clients and helping to attract younger ones is critical to long-term success? Are you organized, solution-oriented and passionate about delivering results? Does thinking outside the box, optimizing processes, and educating people excite you?

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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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:

LPL's Advisor Institute helps people who aspire to become financial advisors achieve that goal. We partner with established financial advisors who qualify to become sponsors-or Managing Advisors-and have committed to growing their teams. We offer training programs that are designed to jumpstart the career of new to the industry candidates so they can make an immediate impact upon joining their sponsor's team. Our training professionals help them learn the fundamentals of the business, navigate the logistics of licensing, and provide mentorship along the way to ensure their success. We also offer opportunities to more established advisors committed to life-long learning and upskilling to stay at the top of their game.

Responsibilities:

Support end-to-end management of existing and new training programs including:

• Responsible for facilitating skills training, mentoring, and development programs to advisors, including leading distant and in-person training to both large and small audiences with a variety of backgrounds.

• Coaching peers and advisors in group, shadowing, and 1 on 1 scenarios

• Own training programs end-to-end

• Leverage metrics and feedback to identify learnings that can be used to enhance the outcome for those who are engaged in training programs.

• Leverage technology opportunities to achieve program objectives.

• Delivering top-notch virtual learning experiences that provide the knowledge and skills a candidate needs to maximize their productivity and overall impact

• Assessing program effectiveness with an eye to identifying gaps and determining training needs or areas of improvement through surveys and/or communication with trainers, participants, and sponsors.

• Answers routine inquiries regarding training programs

• Ensures that training materials and programs are current, accurate, and effective.

• Working with broader training development team to design, build and enhance current and new lessons that are relevant and address both advisor needs and business objectives; Staying abreast of trends and tools in the training and development space

• Review existing training programs; suggest enhancements and modifications to improve engagement, learning, and retention in regards in training programs

• Identifies problems and opportunities such as operational changes or industry developments that training could improve.

• Building relationships with training partners such as guest speakers/subject matter experts and vendors into programs

• Facilitating a feedback strategy to identify learnings and gain valuable insights that can be used to enhance the outcome for participants who enroll in our programs

• Communicating with Managing Advisors, including emails, generating attendance reports, etc.

• Assisting with planning and execution of program events

What does your success look like in the first 90 days?

In the first 90 days a successful candidate will learn about LPL, our business, structure and Advisor Institute team; get up to speed on the program line up; immerse themselves in all aspects of the training programs they will oversee; take over delivering or facilitating (select) programs; and begin to formulate an approach for evaluating the current state.

What are we looking for?

We want strong collaborators who can deliver a top-notch, diverse learning experience. We are looking for organized candidates who thrive in a fast-paced environment, are results-focused, team oriented, and are able to execute in a thoughtful way that encourages creativity and continuous improvement.

Requirements:

• 4-7 years experience in training design and facilitation role

• Strong Instructional Systems Design (ISD) experience, particularly the ADDIE model

• Financial Services sales, service, or training experience

• Series 7 and/or 66 licensing

• Organized and highly collaborative-with the ability to engage on multiple levels with key stakeholders and program participants to (internal and external) training partners and subject matter experts.

• Solid presentation and communication skills and must be equally competent at engaging and instructing a large group as they are in a one-to-one coaching session.

• Ability to present complex information simply and clearly-breaking down difficult concepts into smaller, more bite-sized teachings

• Proactively recognize and address program gaps and create increased value and overall experience of the participants

• Proficient in MS PowerPoint, Excel, Word, Outlook, Smartsheet, as well as platforms such as Salesforce and online training delivery technologies

• Ability to travel to home office and conferences as needed

Preferences:

• Currently hold Series 7 and Series 66 is preferred, but these must be obtained within the first three months of employment

• BS in Education, Training, HR, Communications, Financial Services or related field a plus

• Currently hold or interested in progressing toward CFP designation a plus

• Strong data analytics experience, including creation of dashboards

Pay Range:

$68,960-$103,440/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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.