LPL Onboarding Transformation
Enterprise financial services | Onboarding redesign & performance improvement
Led the redesign and restructuring of a large-scale onboarding training program to accelerate time-to-proficiency, improve certification outcomes, and strengthen early performance. The work focused on aligning learning experiences with real job expectations through applied practice, earlier assessment, and stronger coaching support.
Overall goals
Reduce time-to-proficiency while improving early performance outcomes
Strengthen coaching expectations and introduce earlier performance intervention
Revamp training content by expanding hands-on, scenario-based instructor-led learning
Introduce assessments earlier and throughout the program with structured checkpoints to reduce failure rates
Approach
Restructured onboarding to emphasize applied learning, complex case studies, and real-world scenarios
Revamped training content by increasing hands-on, scenario-based instructor-led experiences
Introduced earlier and more frequent assessments with structured checkpoints throughout the program
Strengthened coaching expectations by aligning leaders to earlier performance intervention points
Integrated standardized service workflows into training to ensure consistent customer experience and help learners confidently navigate any topic or client scenario
Impact
Reduced total onboarding program length: 24 weeks → 16 week
Accelerated time-to-proficiency: 8 months → 5 months
SIE pass rate improved: 30% → 82%
New hire service quality score (SQI) increased: 8.3 → 8.5
Improved consistency in coaching and early performance support
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