{"id":3487009,"url":"https://alion.io/job/vestwell-training-manager-employer-services","title":"Training Manager, Employer Services","company":{"id":174620,"name":"Vestwell","domain":"vestwell.com","url":"https://alion.io/company/vestwell","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":35,"computed_at":"2026-11-02T06:13:15Z"}},"role":"HR","role_family":"HR","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","Austin, United States","King of Prussia, United States","Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":80000,"max":95000,"currency":"USD","period":"year","gross":null,"usd_annual":95000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Post-training","optional":false}],"status":"live","first_seen_at":"2026-10-29T19:29:23Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-02T14:08:41Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States. \nVestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.\nVestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com\nWho Are We Looking For?\nWe’re growing our Employer Service team and adding a Training Manager to own the full training ecosystem for the specialists who serve 401(k) plan sponsors, HR and payroll administrators, and partners such as TPAs and advisers. You’re a proactive, organized leader and skilled facilitator who can turn complex retirement plan concepts into clear, practical learning that gets new hires productive quickly and keeps the whole team sharp as our products and regulations evolve.\nThis role partners closely with Employer Service leadership, Plan Onboarding, Operations, Compliance, and product teams to make sure our team is confident, knowledgeable, and ready to deliver an excellent employer experience.\nWhat Will You Be Doing?\nDay-to-Day, You Will Be Expected To:\n Lead New-Hire Onboarding\nOwn the new-hire training program for Employer Service specialists, from day one through full proficiency.\nDeliver engaging instructor-led, virtual, and hands-on training sessions.\nDesign nesting and shadowing plans that move new hires from classroom to live work with confidence.\nAssess readiness through knowledge checks and practical exercises before new hires take on full workloads.\n Build Curriculum & Content\nDevelop training on 401(k) plan fundamentals, including eligibility, vesting, contributions and match, loans, distributions, and payroll integration.\nCreate training on employer-facing workflows such as plan onboarding, payroll file issues, plan feature changes, and partner support.\nBuild and maintain training materials, procedures, job aids, knowledge-base articles, and learning paths.\nKeep all content accurate, current, and aligned with company policy and applicable ERISA, DOL, and IRS requirements.\n Drive Ongoing Development\nDeliver refresher training for new processes, product releases, plan design changes, and regulatory updates (e.g., SECURE 2.0 provisions).\nBuild advanced and specialized learning paths that support career growth and cross-training.\nRun a training calendar that balances team development with service-level needs.\nMeasure Training Effectiveness\nTrack training completion, assessment results, time to proficiency**, [e.g., against a target of X weeks]**, and post-training performance.\nGather feedback from learners and leaders to continuously improve content and delivery.\nReport on training impact to leadership and recommend improvements.\nUse performance and quality trends shared by supervisors to identify where targeted training is needed.\n Partner Across the Organization\nCollaborate with supervisors and managers to understand skill gaps and team needs.\nPartner with product and engineering to prepare the team ahead of new feature and system releases.\nWork with Compliance to ensure required regulatory and data-security training is delivered and documented.\nUphold strict confidentiality and data-protection standards in all training materials and examples.\nRequirements\nThe Necessities\n5+ years of experience leading training or learning and development in a retirement plan, recordkeeping, financial services, or client service environment\nWorking knowledge of 401(k) plan administration, including contributions, loans, distributions, and payroll processing\nStrong facilitation and presentation skills, both in person and virtually\nExperience designing training content; familiarity with instructional design and LMS tools is a plus\nAbility to manage multiple priorities in a fast-paced environment\nWorking familiarity with ERISA and DOL/IRS requirements; industry designations (e.g., QKA, CRPS) are a plus\nA commitment to service excellence and continuous improvement\nThis 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.\nThe 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.\nFull-Time Employee Benefits\n 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.\nInterview Process\nOur 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.\nFor your awareness you will only receive correspondence from  any other domain not ending in vestwell.com is not our Recruitment team.\nVestwell’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.","description_format":"text","description_chars":6836,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Hybrid work","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Financial Software & Embedded Finance","Nonprofits & Foundations"],"lifecycle":[{"event":"open","at":"2026-10-29T22:01:20Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 4 · green card filings: 2","filings_12m":4,"filings_prev_12m":4,"green_card_filings_12m":2,"median_offered_wage_usd":124167,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":35,"reasons":["conf:0","win:early"],"computed_at":"2026-11-02T06:13:15Z"},"pay":{"stated_usd_annual":95000,"is_top_pay":false},"html_url":"https://alion.io/job/vestwell-training-manager-employer-services","json_url":"https://alion.io/job/vestwell-training-manager-employer-services.json","meta":{"generated_at":"2026-11-02T17:32:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":24439,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174620},"rest":"https://alion.io/mcp/rest/get_company?id=174620"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fvestwell-training-manager-employer-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fvestwell-training-manager-employer-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fvestwell-training-manager-employer-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/vestwell-training-manager-employer-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvestwell-training-manager-employer-services"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3487009}},{"tool":"search_jobs","arguments":{"company":"vestwell.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3487009},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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