LPL Financial
AVP, Training & Program Development
Edtech.com's Summary
LPL Financial is hiring an AVP, Training & Program Development. This role manages and facilitates new hire training programs for support staff across various affiliation models, collects data to improve training effectiveness, and provides executive summaries for senior leadership.
Highlights
- Coordinate and facilitate new hire training programs for Support Staff.
- Design, update, and maintain training materials and online resources.
- Gather and analyze data to assess learner progress and training effectiveness.
- Create executive summaries for senior leadership after training cohorts.
- Facilitate engagement and networking through community creation for trainees.
- Required proficiency in office software and WebEx.
- Must hold FINRA Series 7 and 66 licenses with 3+ years in financial industry roles.
- Experience working directly with financial advisors and support teams is necessary.
- Preferred qualifications include leadership experience, a bachelor's degree in business/accounting/finance, and FINRA Series 24 or 9/10 licenses.
- Compensation ranges from $99,073 to $165,122 annually with additional benefits including 401K matching, health benefits, and employee stock options.
AVP, Training & Program Development Full Description
AVP, Training & Program Development
Remote Texas
Remote USA
Full time
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The AVP, Training Program Manager is responsible for coordinating and facilitating our new hire training program for support staff across multiple affiliation models. In addition, this individual will be responsible for gathering data and implementing feedback to continuously improve the program. This individual will also track data metrics to gauge program effectiveness and create executive summaries for leadership.
The AVP, Training Program Manager is responsible for coordinating and facilitating our new hire training program for support staff across multiple affiliation models. In addition, this individual will be responsible for gathering data and implementing feedback to continuously improve the program. This individual will also track data metrics to gauge program effectiveness and create executive summaries for leadership.
Responsibilities:
• Coordinate and facilitate our new hire training program for Support Staff across multiple affiliation models.
• Invite subject matter experts and guest speakers to participate and ensure they are prepared to present.
• Design, update, and maintain training materials including handouts, presentations and online resources.
• Collect data, assess learner progress, deliver feedback, and measure training effectiveness.
• Maintain accurate records of training activities and outcomes.
• Create executive summaries for senior leadership after each training cohort.
AVP, Training Program Manager Member FINRA/SIPC
• Create a community for each training cohort for ongoing peer support and networking encouraging engagement and participation.
• Partner closely with Regional Administrative Managers for ongoing feedback of trainees.
• Attend LPL firm-wide trainings and carefully review system updates to keep training information up-to- date.
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:
• FINRA Series 7 and 66 (or equivalent).
• 3+ years of experience in the financial industry.
• 3+ years of experience working directly with financial advisors, branch and home office support teams.
Core Competencies:
• Excellent organizational and multitasking skills with a keen eye of detail.
• Strong communication and interpersonal abilities.
• Proficiency in office software and WebEx.
• Strong problem-solving skills.
• Ability to shift and manage multiple tasks simultaneously.
• A team player, collaborative, able to work with others.
• High level of professionalism, discretion and ethical conduct.
Preferences:
• 3+ years of experience in a leadership role.
• Bachelor's degree in business, accounting or finance.
• FINRA Series 24 or 9/10.
#LPL-PA
Pay Range:
$99,073-$165,122/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
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.
For further information about LPL, please visit www.lpl.com.
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.
EAC12.9.25
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