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Associate Principal, Talent Development, Organization Change Management


The Associate Principal will be responsible for developing and implementing learning and development programs using a variety of methods including in person training sessions, live virtual webinar sessions, online training programs and on-the job training programs. This includes assessing training needs, designing and developing training content, facilitating training, and evaluating training outcomes.  Additionally this role will be responsible for supporting change management initiatives in support of HR and Corporate goals.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Learning & Development

  • Partner with functional SMEs on the analysis, design and development of learning programs; liaise with vendors and other OCC employees in designing and/or delivering training.

  • Effectively deliver training in person and/or online.

  • Manage the preparation, maintenance, and distribution, of training materials, surveys, and assessment tools.

  • Ensure programs incorporate adult learning theory, industry best practices, and utilize creative and innovative design concepts

  • In partnership with department peers, coordinate the master training schedule and reservation of facilities for training programs and events.

  • Prepare reports on training status/completions and other established ROI metrics.

  • Support the development and implementation of a comprehensive communication and change management strategy for learning and development initiatives.

  • Support the creation and implementation of Individual Development Plans (IDPs), SMART Goals and performance management training.

  • Ensure firm-wide adherence to Organizational Development policies and procedures. Participate in the review of controls for Organizational Development.

  • Partner with the Executive Director of Organizational Development to support related initiatives and execute on project deliverables.

  • Execute other ad hoc projects and requests for helping develop talent at OCC.

Organization Change Management (OCM)

  • Participate in the development and execution of change management strategies and plans aligned with company goals.

  • Utilize change management tools such as change readiness and resistance management assessments, change sustainability activities, training needs analysis, etc., to minimize the risks and potential disruption of implementing multiple changes across the organization.

  • Partner with the Executive Director of Organization Change Management to execute OCM projects and initiatives.

Supervisory Responsibilities: N/A


The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Proven work experience as a trainer or facilitator

  • Knowledge of instructional design theory and implementation

  • Knowledge of change management methodology and best practices

  • Advanced organizational skills with the ability to handle multiple assignments

  • Exceptional communication, presentation and public speaking skills

Technical Skills:

  • MS Office Proficiency

  • Experience with E-Learning development platforms required

Education and/or Experience:

  • BA degree in Education, Training, HR, OD or related field required

  • 7+ years of progressive learning and development or instructional design experience preferred

Certificates or Licenses:

  • Certifications in instructional design, facilitation and presentation, E-Learning development, DDI, MBTI, StrengthsFinder, Hogan, etc. preferred

Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.  

Step 2
You will receive an email notification to confirm that we've received your application.

Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. 

For more information about OCC, please click here.

OCC is an Equal Opportunity Employer

Apply About OCC
  • REQ-1932
  • Chicago - 125 S Franklin
  • Full Time Regular
  • Posted: Feb. 19, 2021

How to Apply

Step 1 - When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.

Step 2 - You will receive an email notification to confirm that we've received your application.

Step 3 - If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.

OCC is an Equal Opportunity Employer

Numerous studies have shown that people from groups that are traditionally under-represented in financial services apply to jobs only if they believe they meet 100% of the requirements. We want to break down this mindset to further diversify our workforce.

We encourage you to review our open positions and apply if you think your experience may be a match, even if you do not meet all of the qualifications. Your perspective may be an element we need to continue building innovative solutions to support the markets and market participants we serve.

OCC is a globally recognized entity that clears a multitude of diverse and sophisticated products. We want to reflect this in the diversity of our workforce.

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