Operations Training Specialist

Training Operations Opportunity in Financial Services

Operations Training Specialist

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants located at our hubs must be willing to work this schedule.

Osaic is not considering remote candidates at this time.

Role Type: Full time

Salary: $80,000 - 95,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

We are seeking an Operations Trainer II to design, develop, facilitate, and evaluate learning solutions that build the knowledge, skills, and confidence employees need to perform operational work accurately, efficiently, and in alignment with Osaic policies, procedures, systems, and service expectations. This role partners with business leaders and subject-matter experts to translate complex operational processes into practical, engaging learning experiences for new and existing employees.

Responsibilities:

• Design and develop instructor-led, virtual, blended, and on-demand learning for operational systems, processes, procedures, regulatory requirements, new-hire onboarding, and enterprise initiatives.

• Facilitate engaging learning experiences for employees with varied roles, experience levels, and learning needs using sound adult-learning and instructional-design practices.

• Translate complex policies, workflows, and technology into clear, practical instruction, job aids, facilitator guides, participant materials, and performance-support resources.

• Partner with operations leaders, project teams, and subject-matter experts to conduct needs analyses, define performance outcomes, and create training plans that support new programs, system enhancements, and process changes.

• Coordinate structured on-the-job training with operational leaders, including learner schedules, practice activities, coaching expectations, and readiness criteria.

• Manage the learner experience during multi-week programs by monitoring attendance, participation, knowledge checks, skill practice, and progress toward performance expectations.
• Evaluate learning effectiveness through assessments, learner feedback, operational performance indicators, and stakeholder input; recommend improvements based on results.

• Maintain current, accurate training content and stay proficient in Osaic systems, operational policies, procedures, and service standards.

• Provide clear, responsive support to internal partners and learners, adapting communication and facilitation approaches to the audience and situation.

• Manage multiple training projects and priorities, meet deadlines, and contribute to team initiatives and continuous improvement efforts.

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Education Requirements:

Bachelor's degree in learning and development, education, business, communications, or a related field, or equivalent relevant experience.

Basic Requirements:

• Bachelor's degree in learning and development, education, business, communications, or a related field, or equivalent relevant experience.
• Preferred: At least three years of experience delivering employee training, particularly in operations, financial services, brokerage, wealth management, or another regulated environment. Internal Osaic experience is a plus.
• Demonstrated skill in classroom and virtual facilitation, including managing participation, checking for understanding, coaching learners, and adjusting delivery in real time.
• Working knowledge of adult-learning principles, instructional-design methods, and the development of performance-based learning objectives and assessments.
• Ability to learn complex systems and operational processes quickly and explain them in clear, audience-appropriate language.
• Strong written, verbal, presentation, and interpersonal communication skills.
• Proficiency with Microsoft 365 and virtual learning platforms; experience with learning management systems (Cornerstone a plus), e-learning authoring tools (Articulate Storyline, Rise, or similar) and content-development technology including AI (Copilot) is preferred.
• Strong organization, project management, attention to detail, and follow-through, with the ability to manage competing priorities.
• Consultative problem-solving skills and the ability to build effective partnerships with leaders, subject-matter experts, and cross-functional teams.
• Ability to use feedback and performance data to improve learning solutions and support measurable business outcomes.