Knowledge Transfer/Training Lead Retirement Services

Our client, a major financial services firm located in Charlotte, North Carolina, is looking for a Knowledge Transfer & Training Lead. This is a six month position and can be worked remotely.

The Knowledge Transfer and Training Lead will design, coordinate, and deliver the training and knowledge transfer program supporting the transition of Plan Transitions Production Services from the United States to a team in India. This role will work closely with business subject matter experts (SMEs), an external vendor, India-based staff, and transition governance teams to transform complex workflows, institutional knowledge, tools, quality standards, and operational procedures into structured training programs, job aids, and role-based learning experiences.

The successful candidate will bring expertise in training, instructional design, and knowledge management, along with a strong understanding of retirement services operations. This individual will play a critical role in ensuring a seamless transition, accelerating workforce readiness, and establishing sustainable knowledge-sharing practices across global teams.

Support for teams in India may require flexibility to work hours that align with India business hours, based on project and client needs. This is a six month position and can be worked remotely.

Key Responsibilities
Develop and execute the overall knowledge transfer and training strategy for the transition program.

• Design and maintain comprehensive training curricula, standard operating procedures (SOPs), 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 tailored to 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 as needed.
• Collaborate with transition leadership, operations teams, and vendor partners to ensure successful knowledge transfer outcomes.
• Provide regular reporting and updates on training progress, adoption, proficiency, and readiness status.

Required Skills & Experience
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.
• Demonstrated 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 working with workflow and collaboration platforms, including:
  • Adobe Workfront
  • SharePoint
  • 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 Qualifications
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 working within large-scale transition, transformation, or outsourcing initiatives.
• Knowledge of adult learning principles and instructional design methodologies.

Highly Preferred Experience
Candidates with experience in any of the following areas will be strongly preferred:

• SECURE 2.0 legislation and retirement plan impacts
• Retirement plan recordkeeping operations
• Annuity products and administration
• Defined contribution and defined benefit plans
• Pension administration services

This is a remote position.