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Associate Principal, Organizational Development

Who We Are

The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at www.theocc.com.

What We Offer

A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:

A hybrid work environment, up to 3 days per week of remote work

Tuition Reimbursement to support your continued education

Student Loan Repayment Assistance

Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely

Generous PTO and Parental leave

Competitive health benefits including medical, dental and vision

What You'll Do

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.

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

  • Curate content across multiple modalities of training and aligned with talent priorities of the business

  • Consult with HR business partners to provide learning and content on demand during talent cycles (performance, goals, checkpoints, calibration and development planning)

  • Collaborate with HR Analytics team to repare reports on training status/completions and other established ROI metrics.

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

  • Support the creation and implementation of training for 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.  Execute continuous improvement of processes across OD and HR.

  • Collaborate with OD colleagues to execute annual training needs assessment and report results.

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

  • Build, maintain and execute learning hub (internal portal for learning content)

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

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 and facilitator

  • Knowledge of instructional design theory (ADDIE) 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

  • LMS experience

  • Learning measurement system experience

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

  • At least one year of organization change management experience preferred

  • 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-2329
  • Chicago - 125 S Franklin
  • Full Time Regular
  • Posted: Nov. 23, 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.

This web site discusses exchange-traded options issued by The Options Clearing Corporation. No statement in this web site is to be construed as an endorsement, recommendation or solicitation to purchase or sell a security, or to provide investment advice. Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of the disclosure document, Characteristics and Risks of Standardized Options. Individuals should not enter into option transactions until they have read and understood this document. To obtain copies, contact your broker, any exchange on which options are traded, or The Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, IL 60606 ([email protected]).