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Job Description
Are you a strategic leader passionate about building high-impact learning cultures? We're looking for a VP, Operations Learning Strategy to drive operational excellence across our global Operations teams. In this role, you'll design and lead training programs that empower both onshore and offshore teams to thrive in a fast-paced, highly regulated financial services environment. If you're energized by innovation, global collaboration, and developing talent at scale-this is your opportunity to make a lasting impact. ( Onsite - 3 days a week)
As the VP, Operations Learning Strategy, you will play a strategic role in:
- Leading the learning strategy for teams responsible for transaction processing, reconciliations, client onboarding, and reporting.
- Working cross-border by creating learning plans for both onshore and offshore teams.
- Creating an onboarding strategy with standardized training for new hires and career pathing opportunities.
- Building a culture of accountability and engagement through developing coaching, performance management, and professional development plans.
Ask Yourself:
- Do you thrive in a fast-paced, high-accountability environment?
- Are you passionate about building learning cultures that drive operational excellence?
- Do you enjoy leading global teams and designing training that resonates across cultures?
- Are you energized by solving complex challenges in a highly regulated industry?
- Do you believe in the power of continuous learning to transform business outcomes?
Responsibilities
- Develop and execute a comprehensive Operations L&D strategy aligned with goals and regulatory requirements.
- Partner with senior leadership to identify skill gaps and future capability needs across Operations.
- Design and implement scalable training programs for onshore and offshore teams, including onboarding, upskilling, compliance, and leadership development.
- Utilize Lean Management System principles in developing training programs.
- Serve as proxy Product Owner to create a vision for the team and prioritize requests from the business to ensure that programs and learning assets are consistent with the business' overall strategies, objectives, and needs.
- Leverage digital learning platforms, instructor-led training, and blended learning models to maximize engagement.
- Establish standardized program for on-the-job training for more specialized roles.
- Customize training content to address cultural, regulatory, and process differences between onshore and offshore teams.
- Establish consistent quality standards and performance metrics across all training initiatives.
- Collaborate with Operations, Risk, Compliance, and HR to ensure training programs support business continuity, including creating a cross-training program to better equip teams for absences.
- Monitor training effectiveness through KPIs, feedback loops, and continuous improvement practices.
- Stay current with industry trends and innovations in adult learning and financial services operations.
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work
Requirements:
- Bachelor's degree in Business, Education, Human Resources, or related field (Master's preferred).
- 5+ years of progressive experience in Learning & Development, with at least 2 years in a leadership role within financial services or a regulated industry.
Preferences
- Proven experience managing training programs for both onshore and offshore teams.
- Strong understanding of operational processes in financial services.
- Knowledge of financial technology platforms
- Certification in instructional design, adult learning, or related field (e.g., CPLP, ATD).
Pay Range:
$111,675-$186,125/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
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