Training Manager, FinTech Onboarding & Curriculum

VestweII; Town of Tonawanda (NY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous time off

Employee Wellbeing Committee

Competitive 401(k) plan

Job summary

Vestwell seeks a Training Manager to own the full training ecosystem for Employer Service specialists serving 401(k) sponsors, HR, payroll admins, and partners. You will design onboarding, curriculum, and ongoing development to ensure new hires achieve proficiency quickly and stay current as products and regulations evolve.

You will collaborate with Employer Service leadership, Plan Onboarding, Operations, Compliance, and product teams to maintain accuracy, guide training, and ensure excellent

Qualifications

• 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

Responsibilities

• Lead new-hire onboarding and own the onboarding program for Employer Service specialists.
• Build curriculum and content on 401(k) fundamentals and employer-facing workflows.
• Drive ongoing development with refresher training and advanced learning paths.
• Measure training effectiveness and report on training impact to leadership.
• Partner across the organization to align training with product releases and regulatory updates.

Skills

Training leadership

401(k) knowledge

Facilitation

Presentation skills

Instructional design

LMS tools

Multi-tasking

ERISA knowledge

Customer service

Tools

LMS tools

Job description

Vestwell seeks a Training Manager to own the full training ecosystem for Employer Service specialists serving 401(k) sponsors, HR, payroll admins, and partners. You will design onboarding, curriculum, and ongoing development to ensure new hires achieve proficiency quickly and stay current as products and regulations evolve.

You will collaborate with Employer Service leadership, Plan Onboarding, Operations, Compliance, and product teams to maintain accuracy, guide training, and ensure excellent