AVP, Training & Program Development
LPL Financial
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $99,073 - $165,122 per year
Job Level
About the role
- 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.
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.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
training program coordinationdata collectionlearner assessmenttraining effectiveness measurementrecord maintenanceexecutive summary creationcommunity buildingpeer support facilitation
Soft Skills
communicationorganizationalcollaborationengagement encouragementfeedback delivery
Certifications
FINRA Series 7FINRA Series 66