Senior Training Specialist

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:

This candidate will join LPL’s Client Success organization—a dynamic and team within LPL Financial. As part of the Client Success Enablement team, they will directly contribute to LPL’s mission: We take care of our advisors, so they can take care of their clients.

As a Senior Training Specialist, this candidate will play a crucial role in designing, delivering, and measuring training experiences across the organization. We are seeking a tech-savvy professional with a talent for building trust, listening and driving measurable results.

The ideal candidate will bring:

• Deep expertise in instructional design and adult learning theory

• Proficiency in creating engaging content across platforms

• Experience developing complementary training materials such as job aids and playbooks

• Strong collaboration skills to align training solutions with business objectives and KPIs

Responsibilities:

• Stakeholder Alignment – Partner with stakeholders to understand and memorialize business objectives, desired key performance indicators (KPIs) and development needs of client-facing managers, apply learning principles to create and deliver learning experiences anchored on the desired business outcomes of our partners.

• Develop Training – Design engaging and effective learning experiences and drive execution, including the creation and development of complementary training collateral leveraging technologies such as: Showpad, Clip Champ, Canva, Smartsheet, Microsoft Office Suite

• Activate and/or Facilitate Trainings – Deliver engaging learning experiences across live and virtual settings, from 1:1 sessions to larger group trainings. Depending on the format, this may include leading sessions directly, supporting SME-led training as a facilitator, or enabling self-paced learning through thoughtfully designed courses and learning paths that drive knowledge acquisition and confidence.

• Assess Outcomes and Effectiveness – Own core training KPIs – completion, competency, and learner satisfaction—while partnering with stakeholders to ensure their business objectives and success metrics are clearly defined, codified, and aligned to learning outcomes. Apply these insights within the team’s continuous improvement framework to design and deliver impactful training that drives measurable results.

• Maintain and Report Metrics – Aggregate and report on data related to training such as attendance, knowledge proficiency, satisfaction, etc.

• Support Broader Needs of Team – Engage in other efforts to support the team including administrative, operational, special projects, etc. as directed by manager.

• Act as an Owner – Execute against the team and vertical’s mandate(s) with an eye to maintaining—and improving—operational excellence, while also maintaining a nimble approach and ability to pivot when appropriate.

• Embrace and Model LPL’s Core Values – Actively contribute to the culture we aspire to each day by fostering collaboration, inclusion, and continuous growth.

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:

• 3+ years of experience in content design and deployment using Canva, Clip Champ, Showpad

• 3+ years facilitating live and virtual training sessions across a broad range of audiences

• 2+ years of experience using Smartsheet for content organization and creating reports to capture metrics

Core Competencies:

• Ability to apply adult learning principles, instructional design models (e.g., ADDIE, etc.)

• Ability to translate business objectives into learning outcomes

• Working knowledge of learning experience platforms (LXP) and e-learning platforms

• Strong facilitation and presentation skills across group siz