Knowledge Transfer/Training Lead – Retirement Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and implement the comprehensive knowledge transfer and training strategy for the transition program.

• Create and sustain training curricula, standard operating procedures, job aids, process maps, work instructions, and assessment materials.

• Lead instructor-led training sessions, workshops, simulations, shadowing activities, and knowledge transfer sessions.

• Collaborate with business subject matter experts (SMEs) to capture, document, and transfer essential operational knowledge and best practices.

• Design role-based learning paths and readiness plans tailored for specific job functions.

• Monitor learner progress, training completion rates, proficiency scores, certification results, and operational readiness metrics.

• Coordinate training delivery across various workstreams, functions, and onboarding phases.

• Establish and maintain repositories for training, knowledge libraries, recordings, FAQs, and reference materials.

• Assess training effectiveness through feedback, evaluations, and performance metrics, implementing ongoing enhancements.

• Partner with transition leadership, operations teams, and vendor collaborators.

• Provide regular updates and reports on training progress, adoption rates, proficiency metrics, and readiness status.

• Assist in the transition of Plan Transitions Production Services from the United States to a team in India.

⛳️ Requirements

• A minimum of 5 years of experience in knowledge transfer, training, instructional design, organizational learning, workforce enablement, or a related area.

• Demonstrated experience in developing and delivering structured training programs for operational teams.

• Excellent facilitation, communication, presentation, and stakeholder management abilities.

• Capability to produce clear standard operating procedures, job aids, process documentation, workflow maps, and learning materials.

• Experience in designing role-based training programs, learning paths, and proficiency assessments.

• Familiarity with Adobe Workfront, SharePoint, and Microsoft 365.

• Strong analytical skills for measuring training effectiveness and executing continuous improvement initiatives.

• Experience in supporting cross-functional teams and global workforce transitions.

• Required background in retirement services, pension administration, and/or 401(k) operations.

• Preferred experience in supporting offshore or global delivery models, especially knowledge transfer initiatives between US and India-based teams.

• Understanding of 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 its impacts on retirement plans.

• Highly preferred experience with retirement plan recordkeeping operations.

• Highly preferred experience with annuity products and their 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.