Knowledge Transfer/Training Lead Retirement Services
- Salary
- $80–$100/hr
- Hiring from
- United States
- Work type
- Remote
- Posted
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Our client, a major financial services firm located in Charlotte, North Carolina, is looking for a Knowledge Transfer & Training Lead. This is a six month position and can be worked remotely.
The Knowledge Transfer and Training Lead will design, coordinate, and deliver the training and knowledge transfer program supporting the transition of Plan Transitions Production Services from the United States to a team in India. This role will work closely with business subject matter experts (SMEs), an external vendor, India-based staff, and transition governance teams to transform 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. This individual will play a critical role in ensuring a seamless transition, accelerating workforce readiness, and establishing sustainable knowledge-sharing practices across global teams.
Support for teams in India may require flexibility to work hours that align with India business hours, based on project and client needs. This is a six month position and can be worked remotely.
Key Responsibilities
Develop and execute the overall knowledge transfer and training strategy for the transition program.
Develop and execute the overall knowledge transfer and training strategy for the transition program.
- Design and maintain comprehensive 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 SMEs 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, making continuous 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.
Required Skills & Experience
5+ years of experience in knowledge transfer, training, instructional design, organizational learning, workforce enablement, or a related field.
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.
- Demonstrated 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 working with workflow and collaboration platforms, including:
- Adobe Workfront
- SharePoint
- Microsoft 365
- Strong analytical skills with the ability to measure training effectiveness and implement continuous improvement initiatives.
- Experience supporting cross-functional teams and global workforce transitions.
- Required: Experience in retirement services, pension administration, and/or 401(k) operations.
Preferred Qualifications
Experience supporting offshore or global delivery models, particularly knowledge transfer initiatives between US and India-based teams.
Experience supporting offshore or global delivery models, particularly knowledge transfer initiatives between US and India-based teams.
- Familiarity with change management and operational readiness programs.
- Experience working within large-scale transition, transformation, or outsourcing initiatives.
- Knowledge of adult learning principles and instructional design methodologies.
Highly Preferred Experience
Candidates with experience in any of the following areas will be strongly preferred:
Candidates with experience in any of the following areas will be strongly preferred:
- SECURE 2.0 legislation and retirement plan impacts
- Retirement plan recordkeeping operations
- Annuity products and administration
- Defined contribution and defined benefit plans
- Pension administration services
This is a remote position.
Compensation: $80.00 - $100.00 per hour
Our History
Years ago, SynergisticIT founders Carlos Pinzon and Antonio Proto recognized a significant gap in IT consulting and staffing services. On the one hand there are thousands of staffing firms who overload their clients with resumes that do not come close to meeting client needs. Alternatives—such as global consulting firms with costly layers of bureaucracy—achieve great results, but at a very high price.
In response, Carlos and Antonio built a new type of IT staffing company where technical recruiters—all experienced IT professionals—match IT resources to our client’s exact job requirements, providing superior talent at a lower cost and far lower risk.
Our Mission
SynergisticIT’s mission is to match great companies with great talent, serving our clients with professionalism, honesty and integrity.
Our Vision
To be the number one choice of Fortune 1000 companies seeking critical IT talent.
If you are an IT professional who is passionate about IT, join us!
SynergisticIT has been providing leading Fortune 1000 companies and government agencies with top IT talent for over 25 years. Our firm is led by IT professionals so we understand you, respect your talent, and recognize the value you can provide to our clients.
Whether you are seeking a consultant or a full time employee position, we will find a match for you with one of our premier clients. Unlike many other consulting firms, SynergisticIT will prepare you for the interview and support you throughout your consulting engagement.
