Training & Development, VP - Financial Services Operations
About ATLAS SP Partners
ATLAS SP Partners is a global investment firm providing stable funding, financing, advisory and institutional products to market participants seeking innovative and bespoke structured credit and asset-backed solutions. Our experienced team works closely with clients to determine optimal approaches for capital optimization and goal achievement, leveraging a holistic suite of integrated capabilities – including asset and portfolio advisory, warehouse and acquisition financing, whole loan purchase and sale, and securitization and distribution. ATLAS is proud to build upon a legacy of client excellence, distinguished by certainty of execution, deep expertise, and comprehensive service across the asset management landscape.
Our Culture
ATLAS operates as “one team” where every individual makes an impact. We grow together, win together, and embrace change as a unified organization. Our commitment extends beyond advancing markets, and we strive to make a meaningful difference in our communities and for our clients. Our people are industry leaders, driven by a passion for client service, complex problem solving, and innovation. We foster professional and personal growth in a collaborative, inclusive environment, and are proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape.
Position Overview
The VP of Training and Development will design and lead a comprehensive training strategy across the full spectrum of financial services operations. This role is responsible for assessing organizational capability gaps, identifying skill trends, and building a scalable training curriculum that supports team development, new hire onboarding, systems adoption, regulatory requirements and continuous performance improvement. The VP will partner cross-functionally to ensure operational teams are equipped with the technical expertise, systems proficiency, and emerging tool capabilities—including AI-enabled solutions—required to support a modern, high-performing lending platform.
Primary Responsibilities
Enterprise Training Strategy: Develop and execute a comprehensive training roadmap aligned with Operations’ strategic priorities, transformation initiatives, and growth objectives.
Needs Assessment & Capability Mapping: Conduct structured assessments across teams to identify skill gaps, recurring performance themes, regulatory requirements, and future capability needs.
Curriculum Development: Design and maintain a structured curriculum covering:
- Loan lifecycle operations (booking, funding, servicing, portfolio management)
- Loan management systems and technical workflows
- Process optimization and control frameworks
- AI tools and automation technologies
- New systems, platforms and operational tools
New Hire Onboarding Framework: Build a standardized onboarding program for all operations roles, including role-based learning paths, competency benchmarks, and certification checkpoints.
Ongoing & Advanced Training Programs: Implement continuous education modules to support evolving product structures, regulatory updates, system enhancements, and operational best practices.
Content Creation & Delivery: Develop high-quality training materials including playbooks, job aids, e-learning modules, workshops, and live training sessions. Ensure materials are scalable and accessible across geographies.
Technology & AI Enablement: Partner with Technology and Operations leadership to ensure teams are trained on new systems deployments, digital workflows, and AI-enabled tools to enhance efficiency and accuracy.
Required Qualification and Experience
- 10+ years of experience in financial services operations, structured credit, asset-backed finance, or commercial lending
- Proven experience building and leading enterprise-wide training or capability development programs
- Strong knowledge of loan lifecycle processes, loan management systems, and operational risk frameworks
- Ability to translate technical systems, data, automation, and AI tools into practical training
- Experience supporting system implementations and operational transformation initiatives
- Strong executive communication and cross-functional collaboration skills
- Experience developing structured onboarding programs and competency frameworks preferred
Preferred Qualification and Experience
- Proven experience in the financial services industry
- Knowledge of ProMerit, ACBS (CLS) or similar industry loan/lending management (LIQ, AFS) platforms are a plus
- Experience implementing Learning tool or digital training platforms
- Proficient in PowerPoint as well as other training design tools such as Canva, Adobe, or similar platforms
N/A
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.
ATLAS SP is an equal opportunity employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.