What are the responsibilities and job description for the VP, Learning & Development position at LPL Financial?
Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
The VP of Learning & Development is a strategic, forward-thinking leader responsible for developing and executing a comprehensive learning strategy that supports our service center operations and aligns with the firm’s business objectives. This role will lead a team of instructional designers, facilitators, and learning leaders to design, deliver, and optimize training programs that enhance employee capability, engagement, and retention. The ideal candidate is a visionary L&D executive with a strong business mindset , expertise in talent development , and a passion for innovation in learning.
Responsibilities :
Strategic Leadership & Organizational Impact
Develop and execute a learning and development strategy that aligns with business goals, regulatory requirements, and operational excellence in the call center.
Lead and develop a high-performing L&D team consisting of the Manager of Instructional Design, Manager of Facilitation, Training Facilitators, and Instructional Designers .
Drive a culture of continuous learning, performance improvement, and leadership development across the organization.
Partner with executive leadership, HR, and operational leaders to identify learning needs and implement scalable solutions that improve employee performance.
Align learning initiatives with customer experience goals , ensuring training drives measurable improvements in client interactions.
Program Development & Execution
Oversee the design, implementation, and continuous enhancement of training programs, including new hire onboarding, compliance training, product knowledge, leadership development, and customer service excellence .
Ensure training solutions leverage modern instructional design principles, technology, and adult learning best practices .
Champion the use of AI, gamification, virtual learning, and digital platforms to create engaging and effective learning experiences.
Establish L&D governance frameworks , ensuring all learning programs are standardized, high-quality, and aligned with regulatory guidelines.
Talent Development & Leadership Coaching
Develop and implement leadership training programs to build a pipeline of future leaders within the call center and beyond.
Drive coaching and mentorship initiatives that empower employees and enhance career progression.
Cultivate a learning culture where continuous skill-building and knowledge sharing are core to the company’s success.
Data-Driven Decision Making & Performance Measurement
Define key performance indicators (KPIs) to measure the effectiveness and ROI of learning programs.
Leverage data analytics, employee feedback, and business performance metrics to refine training strategies.
Collaborate with HR and Operations to assess the impact of training on employee retention, productivity, and customer satisfaction scores .
Core Competencies & Leadership Skills :
Strategic Vision & Execution : Ability to translate business objectives into impactful learning strategies.
Leadership & Team Development : Proven track record in leading and growing L&D teams.
Business & Financial Acumen : Understanding of wealth management and call center operations to align training with business needs.
Change Management & Agility : Ability to drive transformation in a rapidly evolving environment.
Innovation in Learning Technology : Knowledge of LMS platforms, AI-driven learning, gamification, and virtual training tools .
Data-Driven Decision Making : Strong analytical skills to measure and optimize training impact.
Collaboration & Stakeholder Influence : Ability to build strong partnerships across all levels of the organization.
Employee Engagement & Culture Building : Passion for fostering a learning-centric, high-performance workplace .
Qualifications :
Education : Bachelor’s or Master’s degree in Learning & Development, Organizational Psychology, Business, Education, or a related field .
Experience : 10 years of leadership experience in corporate learning, talent development, or instructional design , with a focus on call center or financial services training .
Industry Knowledge : Experience in wealth management, financial services, or regulated industries preferred.
Certifications : ATD Certified Professional in Talent Development (CPTD), Senior Professional in Human Resources (SPHR), or equivalent is a plus.
LI-PA
Pay Range :
121,425-$202,375 / yearActual 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.
Salary : $121,425 - $202,375
