{bc}
Apply
greenhouse

Training Manager, Employer Services

Vestwell
USA
Manager · 5+ years experience
Onsite
Discovered Yesterday
Client service

Full Job Posting

Requirements

  • The Necessities
  • 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
  • This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
  • The expected base salary range for this position is $80K - $95K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
  • Full-Time Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
  • Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
  • For your awareness you will only receive correspondence from [email protected] any other domain not ending in vestwell.com is not our Recruitment team.
  • Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
  • Full-Time Employee Benefits
  • We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
  • Interview Process
  • Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

Preferred Qualifications

  • Experience designing training content; familiarity with instructional design and LMS tools is a plus
  • Working familiarity with ERISA and DOL/IRS requirements; industry designations (e.g., QKA, CRPS) are a plus
  • The expected base salary range for this position is $80K - $95K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Vestwell

Workforce Manager, Employer Services

, USA

Discovered Yesterday

Associate, Talent Sourcer

Austin, USA

Discovered Yesterday

Manager, Saver Services

, USA

Discovered 1 weeks ago

2027 Summer Internship Program

, USA

Discovered 1 weeks agoInternship

Senior Associate, Relationship Management (Auto-IRA)

, USA

Discovered 2 weeks ago

Director, Relationship Management - ABLE

, USA

Discovered 2 weeks ago

Compliance Director, Trust Company and Custody Operations

New York City, USA

Discovered 3 weeks ago