Operations Training Specialist – Hybrid, Onsite

Osaic; Atlanta (GA); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health, vision, dental insurance

401k and paid time away

Volunteer days and more

Job summary

Osaic seeks an Operations Training Specialist to design, develop, facilitate, and evaluate learning solutions that build knowledge, skills, and confidence for operational work. You will partner with leaders and experts to translate complex processes into practical, engaging training experiences for new and existing employees.

The role emphasizes instructor-led, virtual, and blended formats, with a focus on measurable business outcomes and continuous improvement within a hybrid in-office setting.

Qualifications

• Bachelor's degree in learning and development, education, business, communications, or related field.
• Minimum: three years of experience delivering employee training, especially in operations, financial services, brokerage, wealth management, or other regulated environments.
• Demonstrated classroom and virtual facilitation skills with active learner participation.
• Proficiency with Microsoft 365 and virtual learning platforms; LMS experience (Cornerstone a plus).
• Experience with e-learning authoring tools (Articulate Storyline, Rise) and content-development tech including AI (Copilot).
• Strong organizational, project management, and detail-oriented capabilities.
• Ability to translate complex processes into clear, audience-appropriate training materials and deliver measurable outcomes.

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 diverse roles and levels using adult-learning principles and instructional-design practices.
• Translate policies, workflows, and technology into practical instruction, job aids, facilitator guides, and performance-support resources.
• Partner with operations leaders and subject-matter experts to conduct needs analyses and create training plans for new programs and system changes.
• Coordinate structured on-the-job training with learner schedules, coaching expectations, and readiness criteria.
• Manage multi-week programs by monitoring attendance, participation, knowledge checks, and progress toward performance expectations.
• Evaluate learning effectiveness through assessments and stakeholder feedback; implement improvements.
• Maintain current training content and stay proficient in Osaic systems and service standards.
• Provide responsive support to partners and learners; adapt communication to audience and situation.
• Manage multiple training projects, meet deadlines, and contribute to continuous improvement.

Skills

Facilitation

Instructional design

Project management

Communication

Assessment design

Attention to detail

Partnership building

Adaptability

Education

Bachelor's degree in learning and development/related field

Tools

Cornerstone LMS

Articulate Storyline

Rise

Microsoft 365

AI (Copilot) in content development

Job description

Osaic seeks an Operations Training Specialist to design, develop, facilitate, and evaluate learning solutions that build knowledge, skills, and confidence for operational work. You will partner with leaders and experts to translate complex processes into practical, engaging training experiences for new and existing employees.

The role emphasizes instructor-led, virtual, and blended formats, with a focus on measurable business outcomes and continuous improvement within a hybrid in-office setting.