VP, Operations Learning Strategy
LPL FinancialAbout the role
Are you a strategic leader passionate about building high-impact learning cultures? We’re looking for a VP, Operations Learning Strategy to drive operational excellence across our global Operations teams. In this role, you’ll design and lead training programs that empower both onshore and offshore teams to thrive in a fast-paced, highly regulated financial services environment. If you’re energized by innovation, global collaboration, and developing talent at scale—this is your opportunity to make a lasting impact. ( Onsite - 3 days a week)
As the VP, Operations Learning Strategy, you will play a strategic role in:
- Leading the learning strategy for teams responsible for transaction processing, reconciliations, client onboarding, and reporting.
- Working cross-border by creating learning plans for both onshore and offshore teams.
- Creating an onboarding strategy with standardized training for new hires and career pathing opportunities.
- Building a culture of accountability and engagement through developing coaching, performance management, and professional development plans.
Ask Yourself:
- Do you thrive in a fast-paced, high-accountability environment?
- Are you passionate about building learning cultures that drive operational excellence?
- Do you enjoy leading global teams and designing training that resonates across cultures?
- Are you energized by solving complex challenges in a highly regulated industry?
- Do you believe in the power of continuous learning to transform business outcomes?
Responsibilities
- Develop and execute a comprehensive Operations L&D strategy aligned with goals and regulatory requirements.
- Partner with senior leadership to identify skill gaps and future capability needs across Operations.
- Design and implement scalable training programs for onshore and offshore teams, including onboarding, upskilling, compliance, and leadership development.
- Utilize Lean Management System principles in developing training programs.
- Serve as proxy Product Owner to create a vision for the team and prioritize requests from the business to ensure that programs and learning assets are consistent with the business’ overall strategies, objectives, and needs.
- Leverage digital learning platforms, instructor-led training, and blended learning models to maximize engagement.
- Establish standardized program for on-the-job training for more specialized roles.
- Customize training content to address cultural, regulatory, and process differences between onshore and offshore teams.
- Establish consistent quality standards and performance metrics across all training initiatives.
- Collaborate with Operations, Risk, Compliance, and HR to ensure training programs support business continuity, including creating a cross-training program to better equip teams for absences.
- Monitor training effectiveness through KPIs, feedback loops, and continuous improvement practices.
- Stay current with industry trends and innovations in adult learning and financial services operations.
Required Qualifications
- Bachelor’s degree in Business, Education, Human Resources, or related field (Master’s preferred).
- 5+ years of progressive experience in Learning & Development, with at least 2 years in a leadership role within financial services or a regulated industry.
- Ability to travel internationally as needed.
Preferences
- Proven experience managing training programs for both onshore and offshore teams.
- Strong understanding of operational processes in financial services.
- Knowledge of financial technology platforms
- Certification in instructional design, adult learning, or related field (e.g., CPLP, ATD).
Pay Range:
$111,675-$186,125/yearCompany 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 institutio
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