Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
What’s In It For You
- Competitive salary
- We are globally hybrid (please check the specifics for this role during interview process)
- Flexible working hours
- Private Pension Plan fully paid by the company after probation
- Private medical insurance with Catastrophe cover fully paid by the company
- Employee recognition program and spot bonuses
Job Description
Purpose of the Job
Working closely with operational teams, subject matter experts and key stakeholders, you will play a key role in building capability across the business through the design, delivery and continuous improvement of learning and development initiatives. You will help drive operational excellence by identifying learning opportunities, delivering impactful training and coaching, and supporting teams to enhance performance, quality and client outcomes.
Main Responsibilities
- Design, develop and maintain operational training materials, learning pathways, procedural documentation and knowledge resources, ensuring alignment with business objectives, policies and regulatory requirements.
- Partner with Learning & Development, Client Excellence and subject matter experts to deliver engaging learning solutions and continuously enhance the Learning Academy Framework.
- Deliver classroom, virtual and on-the-job training programmes for new and existing employees, supporting the ongoing development of operational knowledge and capabilities.
- Assess training effectiveness through evaluations, quality reviews and performance outcomes, recommending coaching, retraining and development initiatives where required.
- Analyse quality assurance findings, operational issues, customer feedback and compliance trends to identify capability gaps, root causes and opportunities for improvement.
- Translate operational insights into targeted learning, coaching and continuous improvement initiatives that enhance quality, productivity and customer outcomes.
- Facilitate knowledge-sharing sessions, quality circles and best practice forums to encourage collaboration and continuous learning across teams.
- Provide one-to-one and team coaching to reinforce expected standards, behaviours and operational procedures, supporting managers in embedding sustainable improvements.
- Act as a trusted advisor to operational teams, providing guidance on process execution, learning solutions and capability development.
- Continuously monitor and measure the impact of learning interventions and recommend enhancements to improve effectiveness and business performance.
- Support ad hoc projects and initiatives as required, contributing to the ongoing development of the business and its people.
- Maintain a strong awareness of risk and information security requirements, ensuring compliance with Ocorian policies and promptly escalating issues where appropriate.
#LI-DR1
#LI-Hybrid
Qualifications
Knowledge, Skills and Experience
- Bachelor's degree in Management, Finance or a related discipline.
- 5+ years' experience within a Management Company, Client Service Delivery, Shared Services or Financial Services environment.
- Strong understanding of financial services operations, global business environments and AML/CFT requirements.
- Proven experience in operational training, coaching, quality assurance, continuous improvement or capability development roles.
- Demonstrated ability to analyse quality and performance data, identify trends, conduct root cause analysis and drive meaningful improvements.
- Experience designing and delivering training programmes, learning content and capability development initiatives.
- Strong Microsoft Office skills, particularly in PowerPoint, with the ability to create engaging training and presentation materials.
- Experience with AI and automation tools would be an advantage.
- Excellent communication, facilitation and stakeholder management skills, with the ability to influence and collaborate across teams.
- Proactive, analytical and solutions-oriented, with a passion for continuous improvement, knowledge sharing and developing people.
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
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