Operations Training Specialist

Advisor Group•Scottsdale, AZ

1d•Hybrid

About The Position

The Operations Training Specialist (identified in the posting as Operations Trainer II) designs, develops, facilitates, and evaluates learning solutions that build employees’ knowledge, skills, and confidence to perform operational work accurately and efficiently in alignment with Osaic policies, procedures, systems, and service expectations. The role partners with business leaders and subject-matter experts to turn complex operational processes into practical, engaging learning experiences for new and existing employees. The position develops and delivers instructor-led, virtual, blended, and on-demand training; creates learning and performance-support materials; coordinates structured on-the-job training; and monitors learners’ progress through multi-week programs. It evaluates learning effectiveness using assessments, learner feedback, operational performance indicators, and stakeholder input, then recommends improvements. The specialist maintains current training content and proficiency in Osaic systems and operational practices, supports internal partners and learners, and manages multiple training projects and priorities. This is a full-time hybrid role based at one of the listed Osaic hubs: Atlanta, Georgia; La Vista, Nebraska; Oakdale, Minnesota; Scottsdale, Arizona; or St. Petersburg, Florida. Employees at these hubs must work in the office at least four days each week; remote candidates are not being considered. The stated salary range is $80,000–$95,000 per year, plus an annual performance-based bonus. Compensation is determined individually based on job-related factors. Benefits include health, vision, and dental insurance, a 401(k), paid time away, and volunteer days.

Requirements

Bachelor’s degree in learning and development, education, business, communications, or a related field, or equivalent relevant experience.
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.
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.
Willingness to work in the office at least four days each week if located at one of the listed hubs.

Nice To Haves

At least three years of experience delivering employee training, particularly in operations, financial services, brokerage, wealth management, or another regulated environment.
Internal Osaic experience.
Experience with learning management systems; Cornerstone is a plus.
Experience with e-learning authoring tools such as Articulate Storyline, Rise, or similar.
Experience with content-development technology, including AI tools such as Copilot.

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, applying adult-learning and instructional-design practices.
Translate complex policies, workflows, and technology into clear 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 for 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 learner experiences 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, and recommend improvements based on results.
Maintain accurate, current training content and proficiency 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.