AVP, Training & Program Development

LPL Financial

1d•$99,073 - $165,122

About The Position

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.

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.
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.

Nice To Haves

3+ years of experience in a leadership role.
Bachelor's degree in business, accounting or finance.
FINRA Series 24 or 9/10.

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.
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.