Client Readiness Learning & Enablement

LPL Financial • Fort Mill, SC

1d • $62,006 - $103,309

About The Position

As part of LPL’s Client Readiness Program, the vision is that every ‘New2LPL’ client enters business ready to engage with confidence. This role is within a consulting organization that delivers a digital experience augmented by specialized consultants across platform, business, and technology domain areas. The Learning & Enablement Specialist will focus on developing and advancing the client experience by providing self-service educational tools and resources. This role will also assist with managing the digital community presence and one-to-many digital events for ‘New2LPL’ clients, such as creating content for webinars, recorded training, and demonstrations. The position bridges strategic vision with hands-on design, utilizing advanced tools and methodologies to develop scalable, efficient, and engaging digital solutions that drive client engagement and proficiency. The primary goals include focusing on the LPL client perspective, creating confident LPL clients regardless of affiliation structure, and harmonizing digital asset standards and content across domains to ensure a cohesive end-to-end journey.

Requirements

• 2+ years of experience developing educational resources and/or digital learning pathways.
• Experience with the full lifecycle of educational projects, from needs analysis to rollout and measurement.
• Proven experience designing training for multiple, distinct user groups or affiliate networks.
• Ability to simplify complex technical or operational information into engaging, user-centric training.
• Strong portfolio showcasing skills in e-learning development, video production, and visual design.
• Excellent communication, stakeholder management, and project coordination skills.
• Hands-on experience leveraging artificial intelligence tools to augment the design.

Nice To Haves

• Formal certification in instructional design, project management (PMP), or educational technology.
• Bachelor's degree or higher.
• Experience in Financial Service.

Responsibilities

• In partnership with leadership, design, develop, implement, and evaluate in support of our emerging Client Readiness educational learning paths.
• Create solutions ranging from best practices and resource collateral to microlearning and video tutorials as part of a comprehensive e-learning course.
• Partner with subject matter experts (SMEs) to identify and/or harmonize existing content and educational assets across Platform, Business, and Tech Readiness domains, ensuring digital solutions are accurate, relevant, and aligned to business goals.
• Develop dynamic training content for Client Readiness learning modules utilizing modern tools such as Microsoft 365, Adobe Illustrator, Camtasia, Vimeo, Canva, and AI-Enhanced Tools.
• Establish and maintain a content governance model for client-facing digital assets connected to the Client Readiness Program, including audit routines, design standards, and templates, in accordance with LPL brand and regulatory guidelines.
• Provide day-to-day support for the ‘New2LPL’ digital client community.
• Provide project-based support for conferences and other events, including creating and managing a rolling calendar for client events, identifying topics and speakers, owning end-to-end event execution, managing logistics, and ensuring content and recordings are compliant.
• Partner with the analytics team to deliver webinar insights and outcomes with leadership and internal stakeholders.
• Stay abreast of new learning technologies and methodologies in partnership with Advisor L&D.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level