Learning & Development Consultant

LPL Financial • Tempe, SC

3d

About The Position

The Learning and Development Consultant facilitates structured learning experiences that build job-critical skills and support consistent performance outcomes for business professionals. This role applies adult learning principles to instructor-led, virtual, and applied learning environments, partnering with instructional designers, subject matter experts, and business leaders to ensure learning objectives translate into on-the-job capability. The Learning and Development Consultant is expected to deliver content with purpose and discipline, using engagement strategically to reinforce understanding, practice skills, and support knowledge retention.

Requirements

• Bachelor’s degree in Education, Training, Communication, Business, or a related field, or equivalent professional experience.
• At least 2 years of experience facilitating structured learning experiences for adult learners, including instructor-led or virtual delivery.
• Experience delivering learning as a primary responsibility, not solely as an occasional or supplemental activity.
• Learning Facilitation: Ability to deliver structured learning experiences aligned to learning objectives and performance outcomes.
• Adult Learning Application: Demonstrated understanding of adult learning principles and how to apply them to skill development and knowledge retention.
• Coaching & Feedback: Ability to observe learner performance, facilitate practice, and provide constructive feedback aligned to defined standards.
• Facilitation Discipline: Ability to follow curriculum intent, manage time effectively, and balance instruction, discussion, and application.
• Adaptability: Adjusts facilitation strategies based on learner readiness, role expectations, and real-time observation.
• Communication & Active Listening: Communicates concepts clearly, checks for understanding, and encourages purposeful learner interaction.
• Collaboration & Partnership: Works effectively with instructional designers, subject matter experts, and business stakeholders to support learning objectives.
• Technical Proficiency: Comfortable facilitating in virtual environments (Webex, MS Teams) and navigating Learning Management Systems.

Nice To Haves

• 3+ years of experience in learning facilitation, training delivery, or learning and development.
• Experience supporting call center, service, or operational environments.
• Exposure to financial services, regulatory, or compliance based training.
• Training or facilitation certifications (ATD, CPTM, or similar) are a plus.
• FINRA Licensing (SIE, Series 7, or similar) are a plus.

Responsibilities

• Facilitate instructor-led, virtual, and blended learning sessions aligned to defined learning objectives and performance standards.
• Deliver new hire onboarding programs and ongoing learning initiatives that support role readiness and skill progression.
• Apply adult learning principles to support understanding, practice, and skill transfer in an operational environment.
• Lead structured skill practice, role-play, and application activities aligned to job expectations.
• Provide targeted feedback and reinforcement based on observed learner performance and established criteria.
• Collaborate with instructional designers to share learner insights and contribute to continuous improvement of learning delivery.
• Consult and partner with business leaders and subject matter experts to ensure curriculum reflects current processes, systems, and expectations.
• Review learner performance indicators (assessments, observations, post-training outcomes) and adjust facilitation approaches to support learning effectiveness.
• Maintain readiness on content, systems, and business updates to ensure learning experiences remain accurate and relevant.
• Foster a professional, inclusive learning environment that supports participation, accountability, and growth.
• Applies AI-enabled tools and technologies, as appropriate, to enhance facilitation effectiveness, support learner engagement, and enable continuous improvement of learning delivery.
• Adapts to evolving business needs by taking on additional responsibilities as assigned.

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• A mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees