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Knowledge Transfer/Training Lead – Retirement Services
Synergistic Systems, Inc DBA SynergisticIT. Develop and execute the overall knowledge transfer and training strategy for the transition program .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing training strategies, creating instructional materials, and facilitating knowledge transfer sessions. Proficient in evaluating training effectiveness and implementing continuous improvement initiatives within operational teams.
Highest-signal resume keywords
Knowledge TransferTraining Program DevelopmentFacilitation SkillsAdobe WorkfrontRetirement Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Instructional DesignSOP CreationProcess DocumentationLearning Path DesignProficiency AssessmentAnalytical SkillsTraining Effectiveness MeasurementChange ManagementAdult Learning PrinciplesOperational Readiness
Soft Skills
Communication SkillsPresentation SkillsStakeholder ManagementCollaboration Skills
Tools & Technologies
Adobe WorkfrontSharePointMicrosoft 365
Industry Keywords
Retirement ServicesPension Administration401(k) OperationsDefined Contribution PlansDefined Benefit PlansAnnuity ProductsPension Administration ServicesGlobal Workforce TransitionsKnowledge Transfer InitiativesSECURE 2.0 Legislation
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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