Training Manager, Employer Services

Vestwell•Austin, TX

18h•$80,000 - $95,000•Hybrid

About The Position

Vestwell is hiring a Training Manager for its Employer Service team to own the training ecosystem for specialists serving 401(k) plan sponsors, HR and payroll administrators, and partners such as third-party administrators and advisers. The role partners with Employer Service leadership, Plan Onboarding, Operations, Compliance, and product teams to ensure employees are prepared to provide an excellent employer experience. The Training Manager owns new-hire onboarding from day one through proficiency, delivers instructor-led, virtual, and hands-on sessions, and develops nesting and shadowing plans. The role creates and maintains curriculum and resources covering 401(k) fundamentals and employer-facing workflows, keeping materials accurate and aligned with company policy and applicable regulatory requirements. It also provides ongoing and specialized development, measures training effectiveness, and collaborates across teams to address skill gaps and prepare specialists for product, system, and regulatory changes. The position is based in the New York City, Austin, King of Prussia, or Scottsdale office and participates in Vestwell’s hybrid in-office operation. The expected base salary range is $80,000–$95,000, with eligibility for the Company Bonus Pool and new-hire equity. Salary bands may differ depending on the hiring location.

Requirements

At least 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.
Ability to manage multiple priorities in a fast-paced environment.
Working familiarity with ERISA and DOL/IRS requirements.
Commitment to service excellence and continuous improvement.

Nice To Haves

Familiarity with instructional design and learning management system (LMS) tools.
Industry designations such as QKA or CRPS.

Responsibilities

Own the Employer Service specialist new-hire training program from day one through full proficiency.
Deliver engaging instructor-led, virtual, and hands-on training sessions.
Design nesting and shadowing plans to help new hires transition from classroom learning to live work.
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, including 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 training content accurate, current, and aligned with company policy and applicable ERISA, DOL, and IRS requirements.
Deliver refresher training for new processes, product releases, plan design changes, and regulatory updates.
Build advanced and specialized learning paths to support career growth and cross-training.
Manage a training calendar that balances team development with service-level needs.
Track training completion, assessment results, time to proficiency, and post-training performance.
Gather learner and leader feedback to improve training content and delivery.
Report training impact to leadership and recommend improvements.
Use performance and quality trends shared by supervisors to identify needs for targeted training.
Collaborate with supervisors and managers to understand skill gaps and team needs.
Partner with product and engineering to prepare the team for new feature and system releases.
Work with Compliance to ensure required regulatory and data-security training is delivered and documented.
Maintain strict confidentiality and data-protection standards in training materials and examples.