Jonathan Albert Email & Phone Number

Woburn, Massachusetts, United States

Creates clear and engaging learning experiences to meet learners’ development needs and the organization’s goals. Collaborates with Subject Matter Experts from all levels of the business to create instructional materials across varied disciplines such as technical skills, professional development, employee compliance and diversity and inclusion. Completes needs assessments, develops learning objectives, identifies optimal training strategies and uses sound instructional design theory to create materials ranging from online and instructor-led courses to learning activities, performance support content, onboarding guides and more. Drives review of existing assets to ensure content remains relevant. Monitors and evaluates curriculum effectiveness.

Greater Boston Area

As an Instructional Design Consultant I create user documentation and training materials for either instructor-led training (ILT) or Web-based training (WBT). I write learning objectives, create storyboards and course outlines, develop content working with subject-matter experts and existing documentation, and write course assessments.

San Diego, California

As a Learning and Development Consultant I delivered live training, information, and best practices to our Home Office employees. This was accomplished via multiple venues and by executing training content in an engaging, meaningful, and efficient way that adds value to employees and is resource/cost effective for LPL. All training is designed and delivered with emphasis first on the why it’s important and how it contributes to the efficiency/growth of our client’s businesses along with the how to and best practices. I consulted with business units to determine specific training needs and work with a Senior Learning and Development Consultant to create effective curriculum's. He/she will design training courses, formulate teaching outlines and determine instructional methods such as individual training, instructor-led group instruction, workshops, lectures, demonstration meetings, simulations, and e-learning.Key Functions included:•Provide expert support in LPL Financial's technology offerings•Maintain an awareness of competitors and 3rd party tools and be able to explain them to employees•Advocate for employees in all new initiative project meetings (use business acumen and employee experience to help shape new tools and training resources)•Conduct virtual training for internal employees•Teach employees in hands-on classroom training sessions at LPL, LPL events and conferences

Greater San Diego Area

As an Associate Service Consultant I demonstrated an understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment. I provided outstanding customer service and effective communication skills are essential. I have developed and maintained essential relationships by acting as the primary point of contact and key business partner for prospects joining LPL’s Independent Advisor Services, Institution Services, and Hybrid RIA channels.