Knowledge Transfer/Training Lead Retirement Services

Synergistic Systems Inc

1d•$80 - $100•Remote

About The Position

The Knowledge Transfer & Training Lead will design, coordinate, and deliver the knowledge transfer and training program for transitioning Plan Transitions Production Services from the United States to a team in India. The role partners with business subject matter experts, an external vendor, India-based staff, and transition governance teams to turn complex workflows, institutional knowledge, tools, quality standards, and operational procedures into structured training programs, job aids, and role-based learning experiences. The successful candidate will bring expertise in training, instructional design, and knowledge management, along with a strong understanding of retirement services operations. The role is critical to supporting a seamless transition, accelerating workforce readiness, and establishing sustainable knowledge-sharing practices across global teams. Supporting teams in India may require flexibility to work hours aligned with India business hours, based on project and client needs. This is a six-month remote position.

Requirements

At least 5 years of experience in knowledge transfer, training, instructional design, organizational learning, workforce enablement, or a related field.
Proven experience developing and delivering structured training programs for operational teams.
Strong facilitation, communication, presentation, and stakeholder management skills.
Ability to create clear SOPs, job aids, process documentation, workflow maps, and learning materials.
Experience designing role-based training programs, learning paths, and proficiency assessments.
Experience with Adobe Workfront, SharePoint, and Microsoft 365.
Strong analytical skills, including the ability to measure training effectiveness and implement continuous improvement initiatives.
Experience supporting cross-functional teams and global workforce transitions.
Experience in retirement services, pension administration, and/or 401(k) operations.
Flexibility to work hours aligned with India business hours may be required, based on project and client needs.

Nice To Haves

Experience supporting offshore or global delivery models, particularly knowledge transfer between US- and India-based teams.
Familiarity with change management and operational readiness programs.
Experience within large-scale transition, transformation, or outsourcing initiatives.
Knowledge of adult learning principles and instructional design methodologies.
Experience with SECURE 2.0 legislation and retirement plan impacts.
Experience with retirement plan recordkeeping operations.
Experience with annuity products and administration.
Experience with defined contribution and defined benefit plans.
Experience with pension administration services.

Responsibilities

Develop and execute the overall knowledge transfer and training strategy for the transition program.
Design and maintain training curricula, standard operating procedures (SOPs), job aids, process maps, work instructions, and assessment materials.
Facilitate instructor-led training sessions, workshops, simulations, shadowing activities, and knowledge transfer sessions.
Partner with business subject matter experts to capture, document, and transfer critical operational knowledge and best practices.
Develop role-based learning paths and readiness plans tailored to specific job functions.
Track learner progress, training completion, proficiency scores, certification results, and operational readiness metrics.
Coordinate training delivery across multiple workstreams, functions, and onboarding waves.
Establish and maintain training repositories, knowledge libraries, recordings, FAQs, and reference materials.
Evaluate training effectiveness through feedback, assessments, and performance metrics, and make improvements as needed.
Collaborate with transition leadership, operations teams, and vendor partners to ensure successful knowledge transfer outcomes.
Provide regular reporting and updates on training progress, adoption, proficiency, and readiness status.