LPL Financial · 5 hours ago
Senior Instructional Designer & Learning Program Manager
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$71K/yr - $118K/yr
5+ years expLPL Financial is a leading wealth management firm in the U.S., empowering professionals to shape their success. The Senior Instructional Designer & Learning Program Manager will oversee the development of high-impact training environments and ensure cohesive learning experiences across multiple affiliations.
FinanceFinancial Services
Responsibilities
Act as the primary program manager for Assima training initiatives, overseeing the end-to-end learning ecosystem
Develop and execute a unified instructional strategy that serves diverse affiliate audiences
Lead the analysis, design, development, implementation, and evaluation (ADDIE) of advanced learning programs
Create solutions ranging from microlearning and video tutorials to comprehensive e-learning courses and virtual instructor-led training (VILT)
Develop dynamic training content utilizing a suite of modern tools, including:
Articulate 360 Suite (Storyline, Rise)
Camtasia for video production and editing
Microsoft 365 (Word, PowerPoint, Excel) for documentation and presentation
Canva for visual design assets
AI-Enhanced Tools (e.g., for content scripting, image generation, or efficiency gains)
Partner with subject matter experts (SMEs), technology teams, and business leaders across affiliations to identify needs, gather content, and ensure learning solutions are accurate, relevant, and aligned to business goals
Establish and maintain instructional design standards, templates, and brand guidelines for all Assima training deliverables to ensure consistency and quality
Champion the adoption of new learning technologies and methodologies
Continuously evaluate program effectiveness using metrics and feedback to iterate and improve
Qualification
Required
Bachelor's degree in Instructional Design, Educational Technology, Adult Learning, or a related field
Minimum 5+ years of experience in instructional design and learning program development in a corporate setting
Minimum 3-5 years of proven, hands-on experience designing and developing learning solutions with the Articulate 360 suite (Storyline, Rise) is required
Demonstrated expertise in using Camtasia and the Microsoft Office suite for content creation
Strong portfolio showcasing skills in e-learning development, video production, and visual design
Experience managing the full lifecycle of learning projects, from needs analysis to rollout and measurement
Excellent communication, stakeholder management, and project coordination skills
Ability to simplify complex technical or operational information into engaging, user-centric training
Preferred
Experience in Financial Services; securities licenses (e.g., Series 7, 66, 99) are a significant plus
Formal certification in instructional design, project management (PMP), or educational technology
Proven experience designing training for multiple, distinct user groups or affiliate networks
Hands-on experience leveraging artificial intelligence tools to augment the design and development process
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase