Note: The job is a remote job and is open to candidates in USA. Synergistic Systems, Inc. DBA SynergisticIT is recruiting on behalf of an unnamed large financial services pension organization for a Knowledge Transfer & Training Lead. The role leads the training and knowledge transfer program for an operational transition, including process documentation, role-based learning, training delivery, readiness measurement, and continuous improvement.
Responsibilities
- Develop and execute the overall knowledge transfer and training strategy
- Create and maintain training curricula, standard operating procedures (SOPs), job aids, process documentation, and learning materials
- Partner with subject matter experts to capture, document, and transfer critical business knowledge
- Coordinate knowledge transfer activities across multiple teams, functions, and onboarding waves
- Ensure training content accurately reflects business processes, controls, quality standards, and operational requirements
- Design and deliver role-based training programs tailored to business functions and learner needs
- Facilitate instructor-led training sessions, workshops, simulations, and knowledge-sharing activities
- Develop assessments and proficiency measurements to evaluate learner readiness
- Create and maintain training repositories, recordings, FAQs, and supporting reference materials
- Support onboarding and transition activities to ensure successful knowledge adoption
- Track training completion, learner progress, proficiency, and readiness metrics
- Monitor training effectiveness and recommend improvements to content and delivery methods
- Identify knowledge gaps and implement corrective actions to improve learning outcomes
- Provide regular status updates to project leadership and stakeholders
- Drive continuous improvement of training materials, documentation, and knowledge management processes
Skills
- Experience with Adobe Workfront workflow software
- Experience with as many of the following as possible: 401(k), 403(b), 457, annuities, retirement plans, recordkeeping, retirement operations, pension administration
- Experience in knowledge transfer, training, instructional design, organizational learning, or related disciplines
- Proven experience developing and delivering training programs in complex business environments
- Strong facilitation, presentation, communication, and stakeholder management skills
- Ability to create clear and effective SOPs, job aids, process documentation, process maps, and training materials
- Experience designing role-based learning programs and proficiency assessments
- Experience measuring training effectiveness and implementing continuous improvement initiatives
- Experience with collaboration and workflow tools such as Microsoft 365, SharePoint, and similar platforms
- Ability to manage multiple priorities and work effectively with minimal supervision
- Experience supporting large-scale operational transitions, outsourcing initiatives, or business process migrations
- Familiarity with retirement products, services, and business operations
- Experience with SECURE 2.0 regulations
- Experience creating training programs for geographically distributed teams
- Familiarity with project management and change management methodologies
Benefits
- Fully remote
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