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.
Vestwell 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.
Vestwell'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
Who Are We Looking For?
We’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.
This 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.
What Will You Be Doing?
Day-to-Day, You Will Be Expected To:
Lead New-Hire Onboarding
- Own the new-hire training program for Employer Service specialists, from day one through full proficiency.
- Deliver engaging instructor-led, virtual, and hands-on training sessions.
- Design nesting and shadowing plans that move new hires from classroom to live work with confidence.
- Assess readiness through knowledge checks and practical exercises before new hires take on full workloads.
Build Curriculum & Content
- Develop training on 401(k) plan fundamentals, including eligibility, vesting, contributions and match, loans, distributions, and payroll integration.
- Create training on employer-facing workflows such as 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 all content accurate, current, and aligned with company policy and applicable ERISA, DOL, and IRS requirements.
Drive Ongoing Development
- Deliver refresher training for new processes, product releases, plan design changes, and regulatory updates (e.g., SECURE 2.0 provisions).
- Build advanced and specialized learning paths that support career growth and cross-training.
- Run a training calendar that balances team development with service-level needs.
Measure Training Effectiveness
- Track training completion, assessment results, time to proficiency**, [e.g., against a target of X weeks]**, and post-training performance.
- Gather feedback from learners and leaders to continuously improve content and delivery.
- Report on training impact to leadership and recommend improvements.
- Use performance and quality trends shared by supervisors to identify where targeted training is needed.
Partner Across the Organization
- Collaborate with supervisors and managers to understand skill gaps and team needs.
- Partner with product and engineering to prepare the team ahead of new feature and system releases.
- Work with Compliance to ensure required regulatory and data-security training is delivered and documented.
- Uphold strict confidentiality and data-protection standards in all training materials and examples.
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.
Skills Required
- 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
- Ability to manage multiple priorities in a fast-paced environment
- Working familiarity with ERISA and DOL/IRS requirements
- Familiarity with instructional design and LMS tools
- Industry designation such as QKA or CRPS
- Commitment to service excellence and continuous improvement
Vestwell Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.
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Retirement Support — Retirement benefits are portrayed as a standout, with a non‑elective employer contribution and broad eligibility across employment types. This consistent support increases perceived total compensation value.
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Healthcare Strength — Health coverage is described as competitive, with employer-paid benefits, HSA support, and monthly contributions that enhance affordability. The medical offering comes across as comprehensive and reliable.
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Parental & Family Support — Parental leave is characterized as generous, including extended time off and a reduced schedule upon return without reduced pay. These policies meaningfully support caregivers.
Vestwell Insights
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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