Edtech.com's Summary

Definiti is hiring a Training and Development Specialist. This role involves leading the onboarding and ongoing training of employees, designing training programs, updating procedural documentation, and facilitating knowledge sharing to enhance employee performance and support company growth.

Highlights

Lead onboarding and continuous training for new and existing employees, ensuring proficiency in operational systems and processes.
Develop, document, and update Standard Operating Procedures (SOP) and training materials to maintain accuracy and relevance.
Organize and conduct training sessions in various formats, including "Lunch and Learn" events, to promote collaboration and engagement.
Maintain training calendar and support professional growth through coordination of webinars, certifications, and continuing education.
Strong verbal and written communication skills required; ability to manage multiple priorities and adapt to a changing environment.
Minimum of 5 years’ experience in TPA administration, with expertise in FT Williams; familiarity with ASC, PensionPro, and Absorb LMS is a plus.
Proficiency in Microsoft Office and experience with graphic/creative tools preferred; industry credentials like ASPPA/NIPA are advantageous.
Remote work requires reliable high-speed internet, a distraction-free workspace, and familiarity with Microsoft Teams and SharePoint.
Benefits include 401(k) with up to 4% match, flexible PTO, paid holidays, parental leave, medical/dental/vision plans, company-paid life and disability insurance, and bonus plan eligibility.

Training and Development Specialist Full Description

Training and Development Specialist
Fully Remote • Erie, PA

Job Type

Full-time

Description

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 POSITION

The Training and Development Specialist will be responsible for identifying and monitoring training needs within Definiti. 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 RESPONSIBILITIES

Lead the onboarding experience for new employees and continually drive ongoing training for existing employees: Ensuring proper setup and training on relevant systems, 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: Collaborate across departments to continuously review and update process documentation to reflect changes or improvements in operational procedures, ensuring that training materials remain current, accurate, and useful.
Assist in creating, documenting, and administering a comprehensive system specific and role based training program for new hires, existing employees, and employees of acquired companies; Be a resource for escalated product questions.
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 in both large and small group settings as needed.
Ongoing review of training programs: Suggest enhancements to tailored training programs designed to meet the specific needs across the organization, 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 primary system product offerings: Communicate and train on product efficiencies, enhancements, and system updates.

Requirements

COMPETENCIES REQUIRED

Strong verbal and written communication skills
Ability to work in fast changing environment supporting continuous growth of the Company
Possess strong planning and organizational skills to successfully manage multiple priorities simultaneously
Display keen attention to detail for accuracy
Maintains knowledge of new methods and techniques for training and training requirements applicable to the industry
Prompt follow-up on open items with internal team members

EDUCATION AND QUALIFICATIONS

High school diploma or GED required
College degree preferred
5+ years of TPA administration experience in a similar or related position required
Strong understanding and experience with TPA Administration processes on FT Williams required
Experience with ASC a plus
Experience with PensionPro a plus
Experience with Absorb LMS or similar platform a plus
Experience with graphic/creative tools preferred
Microsoft Office proficiency
Industry credentials preferred (ASPPA/NIPA)

REMOTE WORKING REQUIREMENTS

As 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 interaction
Have 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 remotely
Designate a quiet, and well-lit space free of as many distractions as possible
Be online and available to work during designated business hours in local time zone
Accustomed 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 plus
Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

A virtual-first work philosophy
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
10 paid holidays and 2 paid floating holidays
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility

Original Job Description

Training and Development Specialist
Fully Remote • Erie, PA

Job Type

Full-time

Description

PURPOSE OF POSITION

PRIMARY DUTIES AND RESPONSIBILITIES

Lead the onboarding experience for new employees and continually drive ongoing training for existing employees: Ensuring proper setup and training on relevant systems, 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: Collaborate across departments to continuously review and update process documentation to reflect changes or improvements in operational procedures, ensuring that training materials remain current, accurate, and useful.
Assist in creating, documenting, and administering a comprehensive system specific and role based training program for new hires, existing employees, and employees of acquired companies; Be a resource for escalated product questions.
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 in both large and small group settings as needed.
Ongoing review of training programs: Suggest enhancements to tailored training programs designed to meet the specific needs across the organization, 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 primary system product offerings: Communicate and train on product efficiencies, enhancements, and system updates.

Requirements

COMPETENCIES REQUIRED

Strong verbal and written communication skills
Ability to work in fast changing environment supporting continuous growth of the Company
Possess strong planning and organizational skills to successfully manage multiple priorities simultaneously
Display keen attention to detail for accuracy
Maintains knowledge of new methods and techniques for training and training requirements applicable to the industry
Prompt follow-up on open items with internal team members

EDUCATION AND QUALIFICATIONS

High school diploma or GED required
College degree preferred
5+ years of TPA administration experience in a similar or related position required
Strong understanding and experience with TPA Administration processes on FT Williams required
Experience with ASC a plus
Experience with PensionPro a plus
Experience with Absorb LMS or similar platform a plus
Experience with graphic/creative tools preferred
Microsoft Office proficiency
Industry credentials preferred (ASPPA/NIPA)

REMOTE WORKING REQUIREMENTS

As 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 interaction
Have 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 remotely
Designate a quiet, and well-lit space free of as many distractions as possible
Be online and available to work during designated business hours in local time zone
Accustomed 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 plus
Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

A virtual-first work philosophy
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
10 paid holidays and 2 paid floating holidays
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility

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