Wealth Process Trainer

Responsibilities

• Training Delivery: Conduct pre-process and process training for new hires in wealth and benefits domain; deliver domain-specific modules and upskilling sessions for all levels of roles; support new hires during OJT and Go-Live phases.
• Logistics: coordinate scheduling, room bookings, materials preparation, training leaders, Learning Management System recordkeeping, and all communications related to training.
• Content Development: Create and customize training content and other learning materials, ensure compliance with regulatory requirements
• Performance Support: Provide refresher and remedial training; offer floor support, coaching, and feedback to improve accuracy and productivity.
• Reporting & Compliance: Maintain trainee data and generate training reports; track training metrics and ensure adherence to BU training standards.
• Stakeholder Management: Collaborate with business with operations managers, quality teams, and clients and use data from various sources to drive decisions on training needs based on gaps and deficiencies to identify training needs;

Requirements

• Education: Graduate (preferably in HR, Finance, or related field).
• Experience: 5+ years in HR outsourcing, benefits administration, or process training.
• Domain Knowledge: US Retirement Benefits (401k, DB/DC plans),
• Soft Skills: Excellent communication, presentation, and coaching skills.
• Tools: MS Office, LMS platforms; familiarity with benefits administration systems.

Benefits

Additional Information

Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight." Our Values: Champion People - be empathetic and help create a place where everyone belongs. Grow with purpose - Be inspired by our higher calling of improving lives. Be Alight - act with integrity, be real and empower others. It's why we're so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com Job Title: Wealth Benefit Process Trainer Domain: HR Services - Wealth & Benefit (Retirement Plans, 401k, Pension Role Purpose To train and develop employees on wealth regulatory rules, domain knowledge, wealth processes, ensuring they have the required knowledge and skills to deliver accurate and compliant services for client accounts.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Alight Solutions LLC? Share your experience