This is a Fully Remote Job
About Our Client:
The organization operates within the financial services industry, focusing on retirement services and pension administration. It addresses challenges related to complex operational transitions and knowledge management in retirement plan services, facilitating large-scale workforce transitions and operational readiness across global teams.
About the Opportunity:
The KNOWLEDGE TRANSFER/TRAINING LEAD is responsible for designing and implementing a comprehensive training and knowledge transfer program to support the transition of Plan Transitions Production Services from the United States to a team in India. This role ensures smooth operational handover by transforming complex workflows and institutional knowledge into structured training and learning experiences, directly contributing to workforce readiness and sustainable global knowledge-sharing.
Responsibilities:
- Develop and execute knowledge transfer and training strategies for the transition program
- Design and maintain training curricula, SOPs, job aids, process maps, work instructions, and assessment tools
- Facilitate instructor-led training, workshops, simulations, and knowledge transfer sessions
- Collaborate with subject matter experts to capture and document critical operational knowledge
- Create role-based learning paths and readiness plans tailored to job functions
- Track learner progress, training completion, proficiency, certifications, and readiness metrics
- Coordinate training delivery across multiple workstreams and onboarding waves
- Establish and maintain training repositories, knowledge libraries, and reference materials
- Evaluate training effectiveness using feedback and performance data for continuous improvement
- Collaborate with leadership, operations teams, and vendors to ensure successful knowledge transfer
- Provide regular updates on training progress, adoption, proficiency, and readiness status
Requirements:
- Minimum 5 years experience in knowledge transfer, training, instructional design, or related fields
- Proven ability to develop and deliver structured training programs for operational teams
- Strong facilitation, communication, presentation, and stakeholder management skills
- Experience creating SOPs, job aids, process documentation, and workflow maps
- Skilled in designing role-based training programs, learning paths, and proficiency assessments
- Familiarity with Adobe Workfront, SharePoint, and Microsoft 365
- Strong analytical skills to measure training effectiveness and drive continuous improvements
- Experience supporting cross-functional and global workforce transitions
- Required experience in retirement services, pension administration, or 401(k) operations
Preferred Qualifications:
- Experience with offshore or global delivery models, especially US to India transitions
- Knowledge of change management and operational readiness programs
- Background in large-scale transition, transformation, or outsourcing initiatives
- Understanding of adult learning principles and instructional design methodologies
Highly Preferred Experience:
- Knowledge of SECURE 2.0 legislation and retirement plan impacts
- Experience with retirement plan recordkeeping operations
- Familiarity with annuity products and administration
- Expertise in defined contribution and defined benefit plans
- Pension administration services experience
Pay Range and Compensation Package:
- The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors.
Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:
TalentHop is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.