Financial Education Project Manager - Virtual

Alight•Virtual, IL

3d•$95,000 - $115,000•Remote

About The Position

The Financial Education Project Manager serves as a key liaison among clients, internal teams, and team members to ensure successful delivery of webinars, workshops, learning campaigns, and other financial wellbeing initiatives. The role manages multiple projects, collaborates across functions, delivers educational presentations, and works to improve the employee learning experience. It includes developing and implementing financial education strategies, maintaining accurate and compliant educational materials, and reviewing program performance and participant feedback. The position is virtual and may require travel of up to 15%, including occasional travel to a physical office location.

Requirements

Hold FINRA Series 6 or 7 and FINRA Series 65 or 66 licenses.
At least 5 years of experience in financial education, financial planning, advisory services, client management, project management, or a related field.
Experience delivering educational seminars, webinars, workshops, or training programs and presenting to small and large audiences.
Knowledge of defined contribution and/or defined benefit retirement plans and workplace financial wellness programs.
Ability to manage multiple projects, prioritize competing deadlines, and coordinate cross-functional colleagues.
Strong verbal and written communication skills, including the ability to explain complex financial concepts in an engaging, understandable manner.
Skilled in Microsoft Office, especially Excel data analysis and PowerPoint presentation design.
Ability to travel up to 15%.

Nice To Haves

Chartered Retirement Planning Counselor (CRPC) designation or similar certification, or willingness to obtain one within six months of hire.

Responsibilities

Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives, ensuring timely delivery and quality standards.
Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies supporting employee engagement and business objectives.
Deliver virtual and in-person financial education presentations.
Maintain educational content and resources, ensuring materials remain accurate, compliant, and up to date.
Monitor program performance, participant feedback, and industry trends to identify opportunities to improve financial education offerings.