We clear and settle trades for the options industry.
Chicago, IL

Principal, Organizational Development at OCC

| Chicago
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All OCC employees are required to disclose their COVID-19 vaccination status to OCC’s Human Resources department, and provide acceptable proof of vaccination status, as applicable. In addition, OCC requires employees who enter one of its offices to be fully vaccinated against COVID-19 or submit to regular testing as a condition of employment, subject to reasonable accommodation.

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 Principal, Organizational Development 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

  • Evaluate current learning and development programs and identify opportunities to improve effectiveness of current methods and strategies ensuring alignment with corporate goals, strategy and vision. Ensure programs incorporate best practices, creative and innovative design concepts and are cost effective.
  • Conduct comprehensive annual training needs analysis in order to develop a prioritized training plan to be implemented across the enterprise and tied to talent priorities of the business.
  • Collaborate and partner with OCC leaders to understand their issues related to learning and development programs and develop innovative and effective solutions.
  • Establish and implement a comprehensive competency assessment process and related career progression models to support leadership, management and employee development and to foster an environment of internal mobility.
  • 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 prepare 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.
  • 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 to develop talent at OCC.

Supervisory Responsibilities:


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.

  • Deep understanding of effective blended learning solutions
  • Strong analytical skills, process and detail orientation
  • Minimum 7+ years of broad experience developing comprehensive learning and development.
  • Extensive knowledge in leadership development, career management, performance management, employee engagement, capability and competency management, organizational design principles and workforce planning
  • Assessment certifications (Hogan, 360, Myers Briggs, etc.) preferred
  • Driven, results oriented with a strong bias for action
  • Excellent verbal and written communication skills; and executive presence
  • Strong project management skills and ability to effectively manage multiple priorities
  • Provide creative approaches to problem solving and develop innovative solutions to address complex business issues
  • Change agent with high EQ
  • Strong stakeholder orientation and metrics mindset
  • Ability to build strong working relationships at all levels of the organization
  • Outstanding teamwork, collaboration and steward of corporate culture
  • Ability to think strategically and execute tactically
  • Knowledge of instructional design theory (ADDIE) and implementation

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

Certificates or Licenses:

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Where we are

Adjacent to the Willis Tower, close to CTA, Metra and expressways with plenty of food and entertainment options nearby.

Technology we use

  • Engineering
    • .NETLanguages
    • AWS (Amazon Web Services)Languages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PerlLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases

What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, technology stipend up to $2,000, mobile data reimbursement of $35 per month. Open offices, online health coaching.

Volunteer in local community
Each year, OCC employees select a locally-based charitable organization for each of our three offices (Chicago, Dallas and Washington, D.C.). We offer multiple opportunities to get involved.
Partners with Nonprofits
OCC Partners with local organizations in Dallas, Chicago and DC to raise funds and support their missions. Employees select the charity and are eligible for up to 8 hours of paid time to volunteer.
Friends outside of work
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
OCC provides employees with a 401(k) matching plan managed by Fidelity. We match 50% of contributions up to 6% of an employee's annual gross pay.
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
OCC provides employees with a flexible work schedule that includes Flexible start and end times.
Vacation & Time Off Benefits
Generous PTO
OCC employees receive between 22 and 32 days per year of paid time off based on years of service.
Paid Volunteer Time
Eligible employees get 30 days of paid sabbatical after their first 10 years of working at the company.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Happy Hours
Relocation Assistance
OCC offers relocation assistance which varies based on the position level and location.
Professional Development Benefits
Job Training & Conferences
OCC offers employees professional development opportunities including onsite training courses and the ability to attend job related certification courses, conferences and seminars.
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $1000.
Lunch and learns
OCC hosts leadership lunches on a regular basis so you can learn about your colleagues and their unique backgrounds.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Employees are strongly encouraged to stay current in relevant technologies and supports certification programs.

Additional Perks + Benefits

We were just recognized as a best place to work for working parents! Take a look at our blog post here: https://www.theocc.com/Newsroom/Views/2021/04-26-OCC-Designated-as-Best…

An Insider's view of OCC

What are some social events your company does?

Monthly happy hours and cultural celebrations to honor our diverse workforce.


Executive Director, Talent Acquisition

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