Training Manager, Employer Services
Core
Lead training and development for Employer Service specialists supporting 401(k) plan sponsors, HR, payroll administrators, and partners.
Role type
Senior Training Manager (Financial Services/Retirement Plans)
Builds
Training curriculum, content, job aids, and learning paths for 401(k) plan administration and employer workflows.
Domain
Financial Services / Retirement Plans / 401(k) Administration
Required skills
Training program leadership, 401(k) plan administration knowledge, facilitation and presentation, instructional design, LMS tools, ERISA/DOL/IRS regulatory familiarity, multi-priority management
Preferred skills
Industry designations (QKA, CRPS), experience in retirement plan/recordkeeping/financial services
Technologies
LMS tools
Responsibilities
Lead new-hire onboarding and proficiency tracking; Develop and maintain training content on 401(k) fundamentals and employer workflows; Drive ongoing development through refresher training and advanced learning paths; Measure training effectiveness and report impact; Partner with Compliance, Product, and Operations to align training with business needs.
