401(k) Training & Enablement Lead

Vestwell; New York, Austin, King of Prussia, Scottsdale (NY, TX, PA, AZ); Hybrid; USD 80.000 - 95.000; Vollzeit

Benefits dieser Stelle

Bonus pool

Equity grant

Hybrid in-office model

401(k) plan

Health benefits

Zusammenfassung

Vestwell, a New York City–based fintech, is growing its Employer Service team and adding a Training Manager to own the full training ecosystem for the specialists who serve 401(k) plan sponsors, HR and payroll administrators, and partners such as TPAs and advisers.

You’re a proactive, organized leader who can translate complex retirement concepts into practical learning that gets new hires productive quickly and keeps the team sharp as products and regulations evolve.

Qualifikationen

• 5+ years of experience leading training or learning and development in a retirement plan, recordkeeping, financial services, or client service environment.
• Working knowledge of 401(k) plan administration, including contributions, loans, distributions, and payroll processing.
• Strong facilitation and presentation skills, both in person and virtually.
• Experience designing training content; familiarity with instructional design and LMS tools is a plus.
• Ability to manage multiple priorities in a fast-paced environment.
• Working familiarity with ERISA and DOL/IRS requirements; industry designations (e.g., QKA, CRPS) are a plus.
• A commitment to service excellence and continuous improvement.

Aufgaben

• Own the new-hire training program for Employer Service specialists, from day one through full proficiency.
• Deliver engaging instructor-led, virtual, and hands-on training sessions.
• Design nesting and shadowing plans that move new hires from classroom to live work with confidence.
• Assess readiness through knowledge checks and practical exercises before new hires take on full workloads.
• Develop training on 401(k) plan fundamentals, including eligibility, vesting, contributions and match, loans, distributions, and payroll integration.
• Create training on employer-facing workflows such as plan onboarding, payroll file issues, plan feature changes, and partner support.
• Build and maintain training materials, procedures, job aids, knowledge-base articles, and learning paths.
• Keep content accurate, current, and aligned with ERISA, DOL, and IRS requirements.
• Deliver refresher training for new processes, product releases, plan design changes, and regulatory updates (e.g., SECURE 2.0 provisions).
• Build advanced and specialized learning paths that support career growth and cross-training.
• Run a training calendar that balances team development with service-level needs.
• Track training completion, assessment results, time to proficiency, and post-training performance.
• Gather feedback from learners and leaders to continuously improve content and delivery.
• Report on training impact to leadership and recommend improvements.
• Use performance and quality trends shared by supervisors to identify where targeted training is needed.
• Collaborate with supervisors and managers to understand skill gaps and team needs.
• Partner with product and engineering to prepare the team ahead of new feature and system releases.
• Work with Compliance to ensure required regulatory and data-security training is delivered and documented.
• Uphold strict confidentiality and data-protection standards in all training materials and examples.

Kenntnisse

Training leadership

Retirement plan knowledge

Facilitation skills

Instructional design

LMS familiarity

Tools

LMS tools

Jobbeschreibung

Vestwell, a New York City–based fintech, is growing its Employer Service team and adding a Training Manager to own the full training ecosystem for the specialists who serve 401(k) plan sponsors, HR and payroll administrators, and partners such as TPAs and advisers.

You’re a proactive, organized leader who can translate complex retirement concepts into practical learning that gets new hires productive quickly and keeps the team sharp as products and regulations evolve.