Training and Development Specialist

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.
PURPOSE OF POSITIONThe Training and Development Specialist will be responsible for identifying and monitoring training needs within our Defined Contribution department. The Specialist will design and implement training programs and document procedures to assist with onboarding new hires and upskilling existing employees on an ongoing basis.
PRIMARY DUTIES AND RESPONSIBILITIESLead the onboarding experience for new employees and continually drive ongoing training for existing employees: Ensuring proper setup and training on systems, such as ASC and PensionPro, and provide ongoing support and guidance as employees implement operational processes in their daily work, addressing any issues that may arise.Update Standard Operating Procedure (SOP) documentation: Continuously review and update process documentation to reflect changes or improvements in operational procedures, ensuring that training materials remain current, accurate, and useful.Work with Recordkeepers to add and delete authorized users; Document and train employees to access and navigate Recordkeeping partner websites.Create, document, and administer a comprehensive ASC product suite (ASCVal, DGEM) training program for new hires and existing employees, including and acquired companies; Be a resource for escalated ASC product suite questions and provide training.Develop training content: Create comprehensive training documents, presentations, and other materials to educate new and existing employees on operational procedures.Conduct training sessions: Organize and lead training sessions to impart knowledge and skills related to operational processes, ensuring that employees comprehend and can execute their daily tasks effectively.Ongoing review of training programs: Suggest enhancements to tailored training programs designed to meet the specific needs across Defined Contribution, considering factors such as job roles and level of experience, to improve employee engagement, learning, retention and, meet changing business needs.Host “Lunch and Learn” training sessions with cross functional departments in a casual yet informative setting to facilitate learning, encourage participation, provide updates, promote collaboration, and gather feedback.Promote a learning environment by encouraging professional growth through ASPPA and NIPA, coordinate webinars and continuing education, and maintain the training calendar.Stay current with ASC product offerings: Communicate and train on product efficiencies, enhancements, and system updates.

COMPETENCIES REQUIREDStrong verbal and written communication skillsAbility to work in fast changing environment supporting continuous growth of the CompanyPossess strong planning and organizational skills to successfully manage multiple priorities simultaneouslyDisplay keen attention to detail for accuracyMaintains knowledge of new methods and techniques for training and training requirements applicable to the industryPrompt follow-up on open items with internal team members

EDUCATION AND QUALIFICATIONSHigh school diploma or GED requiredCollege degree preferredMicrosoft Office proficiencyStrong understanding and experience with TPA Administration processes on ASC requiredPensionPro preferred5+ years of TPA administration experience in a similar or related position requiredIndustry credentials preferred (ASPPA/NIPA)

REMOTE WORKING REQUIREMENTSAs a remote-first company, we have compiled expectations for a successful remote work environment:Ability to build rapport with others remotely while working productively with limited in-person interactionHave access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotelyDesignate a quiet, and well-lit space free of as many distractions as possibleBe online and available to work during designated business hours in local time zoneAccustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plusAccustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITSA virtual-first work philosophy401(k) with up to 4% matchGenerous paid time off (160 hours) which increases to 240 hours at 6 years of service9 paid holidays and 2 floating holidaysPaid Parental LeaveA variety of medical, dental and vision plan options including Definiti subsidized premiumsCompany-paid life insurance and short-term disability insuranceBonus plan eligibilityProfessional Development Program to support the achievement or maintenance of certifications/designations