Client Readiness Learning & Enablement

Job Overview

As part of LPL’s Client Readiness Program, the Learning & Enablement Specialist focuses on designing and delivering digital educational tools and resources for all clients, regardless of affiliation. The role supports the Enablement & Engagement AVP in managing the digital community presence and one‑to‑many digital events for new clients.

The primary goals include creating a client experience that makes it easy to do business with LPL, building confident clients across all affiliation structures, and harmonizing digital asset standards to ensure a cohesive end‑to‑end journey.

• Design, develop, implement, and evaluate emerging Client Readiness educational learning paths.
• Partner with SMEs to harmonize and validate content across Platform, Business, and Tech Readiness domains.
• Develop dynamic training content using tools such as Microsoft 365, Adobe Illustrator, Camtasia, Vimeo, Canva, and AI‑enhanced tools.
• Establish and maintain a content governance model, audit routines, design standards, and templates in line with LPL brand and regulatory guidelines.
• Provide day‑to‑day support for the digital client community and project‑based event support, including calendar management, speaker coordination, tech setup, and post‑event follow‑up.
• Track webinar insights and outcomes with analytics to refine future strategy.
• Stay current with new learning technologies and methodologies.

• 2+ years of experience developing educational resources or digital learning pathways.
• Full‑lifecycle experience from needs analysis to rollout and measurement.
• Proven experience designing training for multiple user groups or affiliate networks.
• Ability to simplify complex technical or operational information into engaging, user‑centric training.
• Portfolio demonstrating skills in e‑learning development, video production, and visual design.
• Excellent communication, stakeholder management, and project coordination skills.
• Hands‑on experience with AI tools for content design.

• Strategic vision aligned with hands‑on design.
• Advanced storytelling and instructional design skills.
• Strong project management and analytical mindset.
• Collaborative and client‑centric approach.

• Formal certification in instructional design, project management (PMP), or educational technology.
• Bachelor’s degree or higher.
• Experience in financial services.

$62,006.00 – $ (actual base salary varies based on skill, experience, education, and location).

Principals only. EOE.