Learning and Development Consultant
Apply NowCompany: LPL Financial Holdings, Inc.
Location: Tempe, AZ 85281
Description:
Role Overview:
The Facilitator is responsible for delivering engaging learning experiences that drive performance and enhance customer interactions. This role works closely with instructional designers, subject matter experts, and leadership to bring training content to life through instructor-led, virtual, and on-the-job coaching sessions. The ideal candidate is an energetic presenter with a passion for adult learning, coaching, and employee development.
Key Responsibilities:
Core Competencies & Skills:
Qualifications:
Preferred:
Pay Range:
$60,188-$100,313/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) 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 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
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?
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.
EAC1.22.25
The Facilitator is responsible for delivering engaging learning experiences that drive performance and enhance customer interactions. This role works closely with instructional designers, subject matter experts, and leadership to bring training content to life through instructor-led, virtual, and on-the-job coaching sessions. The ideal candidate is an energetic presenter with a passion for adult learning, coaching, and employee development.
Key Responsibilities:
- Deliver engaging and interactive training sessions (in-person and virtual) for call center associates, focusing on customer service, product knowledge, compliance, and technology.
- Facilitate new hire onboarding programs and ongoing learning initiatives to enhance employee performance.
- Adapt training delivery to different learning styles and ensure material is understood and applied effectively.
- Provide real-time coaching, role-playing exercises, and feedback to reinforce learning.
- Collaborate with instructional designers to provide insights on learner engagement, training effectiveness, and opportunities for improvement.
- Partner with Service business leaders to ensure curriculum is maintained and up to date with current process and practices.
- Monitor training progress, assess learning retention, and track performance metrics.
- Stay up to date with industry trends, best practices, and internal business changes to ensure training content remains relevant and impactful.
- Foster a positive and inclusive learning environment that encourages participation and growth.
Core Competencies & Skills:
- Engaging Presentation Skills: Ability to captivate and connect with learners through dynamic facilitation.
- Coaching & Mentorship: Strong ability to provide constructive feedback and guide employees toward success.
- Adaptability: Comfort with adjusting training approaches based on audience needs and real-time observations.
- Technical Proficiency: Familiarity with virtual training platforms (Zoom, Webex, MS Teams) and Learning Management Systems (LMS).
- Knowledge of Adult Learning Principles: Understanding of how adults learn and retain information effectively.
- Strong Communication & Active Listening: Ability to simplify complex topics and foster open discussions.
- Collaboration & Partnership: Works effectively with instructional designers, SMEs, and leadership to drive learning objectives.
- Problem-Solving & Critical Thinking: Quickly assesses learner needs and adjusts facilitation to maximize engagement and retention.
Qualifications:
- Education: Bachelor's degree in Education, Training, Communication, Business, or a related field (or equivalent experience).
- Experience: 2+ years of experience in training facilitation, coaching, or learning & development, preferably in a call center or financial services environment.
Preferred:
- Certifications: Training certifications (such as ATD, CPTM, or similar)
- Other: Experience with call center operations, financial products, or compliance training
Pay Range:
$60,188-$100,313/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) 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 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
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.
EAC1.22.25