Operations Trainer

Be a part of the team behind our success!  At Advisor Group, we support more than 6,500 financial advisors, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Training & Education Opportunity in Financial Services

Operations Trainer


2300 Windy Ridge Parkway, Atlanta, GA  30339 


The Operations Trainer builds and enhances the skills and competencies of individual employees by designing and conducting training programs that will boost employee’s workplace performance. They are responsible for performing training needs assessments, designing and delivering curriculum and learning materials and for managing all phases of learning cycle.

Keys:    training, development, education     


  • The Operations Trainer will design, develop, deliver, and maintain internal training programs and materials for new and existing home office employees
  • They will deliver/facilitate sessions on technology systems, operational processes and procedures, essential skill (soft-skill) programs, operational best practices, and corporate initiatives
  • They will deliver training in a variety of ways: one-on-one, classroom, teleconferencing, web-based training, and on-demand training. 
  • They will coordinate and manage our on-the-job training in conjunction with the Operations management team. 
  • They will partner with the Operations management team to develop, implement, and maintain measurement tools of training effectiveness and knowledge transfer.
  • The Operations Trainer will stay current and proficient on new policy and procedures of Advisor Group
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree education, instructional technology, instructional design or related field is preferred.  High school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • Minimum of 2-3 years adult instructional experience in a technical/customer focused environment
  • Excellent verbal and written communication skills
  • Proficient in effective adult instructional techniques.  Proven experience developing and delivering curriculum based on these techniques.
  • Proficient computer skills. (e.g. MS Word, MS PowerPoint, MS Excel, Internet)
  • Ability to multi-task in a face-paced environment
  • Ability to travel as needed

Preferred Requirements:

  • Instructional design experience a plus
  • Proficient with designing coursework utilizing Articulate Storyline 360 or Camtasia is a plus.
  • Photoshop, Illustrator, InDesign or other graphic design software used for material development preferred
  • Financial industry experience a plus but not required