Knowledge Transfer/Training Lead – Retirement Services

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80 - $100 / hour

⏳ Contract/Temporary

🟠 Senior

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Synergistic Systems, Inc DBA SynergisticIT

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2007

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

Synergistic Systems, Inc DBA SynergisticIT is an IT staffing and recruiting firm that connects Fortune 1000 and other enterprise clients with top-tier consultants and full-time technology talent. The company specializes in financial services, insurance, and retirement plan staffing and places experts across AI and data science, big data, cloud and IoT, agile, information security, project management, and application technologies. SynergisticIT uses a proprietary “Intelligent Recruiting Process” combining AI-based talent search with industry expert screening to accelerate submissions, improve hire ratios, and retain consultants for client engagements.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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