{"id":2398432,"url":"https://alion.io/job/pm-consulting-process-trainer-retirement-services-2","title":"Process Trainer - Retirement Services","company":{"id":4421389,"name":"PM Consulting","domain":"pmconsulting.ph","url":"https://alion.io/company/pmconsulting-2","size_band":"1001-5000","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Education","role_family":"Education","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cebu City, Philippines"],"countries":["PH"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":10000,"max_usd":23000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":655},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Post-training","optional":false}],"status":"live","first_seen_at":"2026-10-12T22:49:46Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-13T16:33:52Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"The Process Trainer - Retirement Services is responsible for designing, delivering, and evaluating training programs that equip employees with the knowledge and skills required to support retirement services operations. The role ensures that new hires and tenured employees are proficient in retirement processes, compliance requirements, client expectations, and quality standards while driving continuous learning and performance improvement.\nKey Responsibilities\nDeliver new hire training, refresher courses, and upskilling programs for Retirement Services associates.\nDevelop, update, and maintain training materials, facilitator guides, job aids, and e-learning content.\nConduct training needs analysis based on business requirements, quality results, and operational performance.\nFacilitate instructor-led, virtual, and blended learning sessions.\nAssess trainee performance through knowledge checks, simulations, assessments, and practical exercises.\nMonitor trainee progress and provide coaching and developmental feedback to improve learning outcomes.\nPartner with Operations, Quality Assurance, and Subject Matter Experts to ensure training content remains accurate and aligned with current processes.\nSupport process updates, policy changes, system enhancements, and client-driven initiatives by developing and delivering timely training.\nTrack and report training effectiveness, certification results, and learner performance metrics.\nMaintain training records and ensure compliance with organizational and regulatory requirements.\nParticipate in process improvement initiatives to enhance training delivery and learner engagement.\nProvide post-training support and collaborate with team leaders to ensure successful knowledge transfer to production.\nQualifications\nBachelor's degree in Business Administration, Human Resources, Education, Finance, or a related field.\nMinimum of 2-4 years of experience in training, learning and development, or operations within Retirement Services, Financial Services, BPO, or Shared Services.\nExperience facilitating classroom, virtual, and on-the-job training.\nKnowledge of retirement products, retirement plans, pension administration, or financial services processes is highly preferred.\nExperience developing training materials and learning content is an advantage.\nRequired Skills\nStrong facilitation and presentation skills\nExcellent verbal and written communication\nAdult learning principles and instructional design\nCoaching and performance development\nStakeholder collaboration and relationship management\nAnalytical and problem-solving skills\nTime management and organizational skills\nProcess documentation and content development\nProficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and Learning Management Systems (LMS)\nAbility to manage multiple training initiatives in a fast-paced environment\nSuccess Measures\nNew hire training completion and certification rates\nSpeed to proficiency of trainees\nImprovement in quality scores and operational performance\nPositive trainee and stakeholder feedback\nTraining effectiveness and knowledge retention\nTimely implementation of process and policy 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