Process Trainer - Retirement Services

The Process Trainer – Retirement Services is responsible for designing, delivering, and evaluating training programs that equip employees with the knowledge and skills required to support retirement services operations. The role ensures that new hires and tenured employees are proficient in retirement processes, compliance requirements, client expectations, and quality standards while driving continuous learning and performance improvement.

Key Responsibilities

• Deliver new hire training, refresher courses, and upskilling programs for Retirement Services associates.
• Develop, update, and maintain training materials, facilitator guides, job aids, and e-learning content.
• Conduct training needs analysis based on business requirements, quality results, and operational performance.
• Facilitate instructor-led, virtual, and blended learning sessions.
• Assess trainee performance through knowledge checks, simulations, assessments, and practica...