Knowledge Transfer/Training Lead – Retirement Services

Stelle nicht auf LinkedIn

🕒 vor 5 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $80 - $100 / Stunde

⏳ Vertrag

🟠 Senior

🗣️🇺🇸🇬🇧 Englisch erforderlich

Woher diese Stelle stammt

Veröffentlicht auf der Karriereseite von Synergistic Systems, Inc DBA SynergisticIT, nicht über eine Jobbörse

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Noch offen auf der Website von Synergistic Systems, Inc DBA SynergisticIT. Geprüft vor 1 Stunde.

Logo of Synergistic Systems, Inc DBA SynergisticIT

Synergistic Systems, Inc DBA SynergisticIT

11 - 50 Mitarbeiter

Gegründet 2007

💼 Beratung

🛡️ Versicherung

📦 Logistik

Consulting • Insurance • Logistics

Synergistic Systems, Inc alias SynergisticIT ist ein IT-Personal- und Rekrutierungsunternehmen, das Fortune-1000-Unternehmen und anderen Großkunden mit hochqualifizierten Beratern und fest angestellten Fachkräften im Technologiebereich verbindet. Das Unternehmen ist spezialisiert auf Personalvermittlung in den Bereichen Finanzdienstleistungen, Versicherungen und Altersvorsorge und platziert Experten in den Bereichen KI und Datenwissenschaft, Big Data, Cloud und IoT, agile Methoden, Informationssicherheit, Projektmanagement und Anwendungstechnologien. SynergisticIT nutzt einen proprietären "Intelligenten Rekrutierungsprozess", der eine KI-basierte Talentsuche mit einer Expertenüberprüfung kombiniert, um die Einreichungen zu beschleunigen, die Einstellungsrate zu verbessern und Berater langfristig in Kundenprojekten zu binden.

Beschreibung

• Develop and execute the overall knowledge transfer and training strategy for the transition program • Design and maintain training curricula, standard operating procedures, 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 for 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 • Collaborate with transition leadership, operations teams, and vendor partners • Provide regular reporting and updates on training progress, adoption, proficiency, and readiness status • Support the transition of Plan Transitions Production Services from the United States to a team in India

🎯 Anforderungen

• 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 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 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 within large-scale transition, transformation, or outsourcing initiatives • Knowledge of adult learning principles and instructional design methodologies • Highly preferred experience with SECURE 2.0 legislation and retirement plan impacts • Highly preferred experience with retirement plan recordkeeping operations • Highly preferred experience with annuity products and administration • Highly preferred experience with defined contribution and defined benefit plans • Highly preferred experience with pension administration services

🏖️ Vorteile

• Major Medical plan • 401K plan • Paid vacations • Paid holidays • Direct deposit of compensation • Dental and Short Term Disability Plans available through AFLAC • Remote work arrangement

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