Training Manager, Employer Services (Fintech)

Location: Hybrid role based in the New York City, Austin, King of Prussia, or Scottsdale office.

Base salary: $80K–$95K, plus eligibility for the Company Bonus Pool and new-hire equity. Salary bands may vary by hiring location.

Company

hirify.global is a financial technology platform powering retirement, education, healthcare, and other savings products for employers, financial advisers, institutions, payroll providers, government agencies, and individual savers.

What you will do

• Own new-hire onboarding for Employer Service specialists from initial training through full proficiency.
• Deliver instructor-led, virtual, and hands-on training, including nesting, shadowing, knowledge checks, and practical readiness assessments.
• Develop and maintain curriculum, procedures, job aids, knowledge-base articles, and learning paths covering 401(k) administration and employer-facing workflows.
• Deliver refresher and advanced training for new processes, product releases, plan-design changes, and regulatory updates such as SECURE 2.0.
• Track completion, assessment results, time to proficiency, and post-training performance; use feedback and quality trends to improve training.
• Partner with Employer Services, Plan Onboarding, Operations, Compliance, product, engineering, supervisors, and managers to address skill gaps and prepare for releases.

Requirements

• 5+ years 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 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.
• Commitment to service excellence and continuous improvement.

Nice to have

• Familiarity with instructional-design and LMS tools.
• Industry designation such as QKA or CRPS.

Culture & Benefits

• Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Comprehensive health benefits, generous time off, and an Employee Wellbeing Committee.
• Competitive 401(k) plan.
• Full-time employee position with eligibility for bonus-pool participation and new-hire equity.
• Training materials and examples must follow strict confidentiality and data-protection standards.

Hiring process

• Begin with 1–2 introductory conversations.
• Depending on the role, complete a skills- or experience-based assessment, followed by a virtual or in-person interview panel.
• Before an offer, provide references from a current or former manager and a peer; recruiting correspondence comes only from an address ending in hirify.global.com.