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Learning & Development Consultant

Job ID: R-003623 Date posted: 07/20/2018 Primary Location CA-San Diego

Position Summary:

The Human Capital Learning and Development Consultant role delivers live training, information, and best practices to our Home Office employees. This is accomplished via multiple venues and by executing training content in an engaging, meaningful, and efficient way that adds value to our employees and is resource/cost effective for LPL. All training is designed and delivered with emphasis first on the why it’s important and how it contributes to the efficiency/growth of our client’s businessesalong with the how to and best practices

The ideal candidate should be able to consult with business units to determine specific training needs and work with a Senior Learning and Development Consultant to create effective curriculums. He/she will design training courses, formulate teaching outlines and determine instructional methods such as individual training, instructor-led group instruction, workshops, lectures, demonstration meetings, simulations, and e-learning.

Essential Functions: Contribute to retaining and growing internal employees by providing training on LPL Financial technology and business processing in a way that resonates with our client businesses and increases their adoption to drives efficiencies in their daily operations and business practices.

  • Required to become an expert in LPL Financial’s technology offerings
  • Maintain an awareness of competitors and 3rd party tools and be able to explain them to employees
  • Advocate for employees in all new initiative project meetings (use business acumen and employee experience to help shape new tools and training resources)
  • Conduct virtual training for internal employees
  • Teach employees in hands-on classroom training sessions at LPL, LPL events and conferences  

Preferred Job Requirements:

Minimum Education Required: BS (focus in: Education, Finance, Business or Economics)

Minimum Experience Required: 3 years(focus in: Financial Services – advisor facing role, Facilitation)

Licenses Required:  NA

Software/Systems Skills Required/Preferred: Type                                                     Level of Experience            

Microsoft Suite     Expert

LPL Advisor TechnologyProficient within 30 days

3rd Party Advisor TechnologyWell-versed

List any Physical Requirements for the position:  This position is located in the LPL Financial San Diego office. 

Additional information:  This position will interact with various levels of management at LPL, with advisors and vendors.

Soft Skills required for the position:  Excellent communicator, mega-tasker, proficient webinar host and outstanding presentation skills.  Is a proactive, critical thinker with professional maturity and can be self-managed.  Well versed in various lines of business including:  wirehouse, regional, independent, RIA, institutions and retirement plans.  Need to have a thirst for learning and be motivated by the intrinsic reward of helping others.

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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