Financial Education Project Manager - (Virtual US)

Alight Solutions

6d • Remote

About The Position

Financial Education Project Manager Are you a detail-oriented individual with an interest in evaluating processes and performance? Are you a fast learner who is fascinated by Client interactions? Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values: Champion People – be empathetic and help create a place where everyone belongs. Grow with purpose – Be inspired by our higher calling of improving lives. Be Alight – act with integrity, be real and empower others. It’s why we’re so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. Alight promotes personal growth and encourages its colleagues to "Be Alight". Teams with human insight and cloud technology advise global companies and employees on informed decisions. As a Project Manager, you will oversee financial education projects to ensure a successful and timely delivery. You will also assist the financial education team in the creation of solutions for clients and prospects.

Requirements

• Have a Bachelor's or equivalent experience.
• Have a Series 6 or 7 and 65 or 66.
• Have experience in financial planning or advisory services in participant facing capabilities.
• Defined contribution and/or defined benefit plan experience.
• Have experience delivering seminars/training and comfortable speaking in front of small and large groups of people.
• 5 years of project management and client management experience.
• Have ability to understand and communicate detailed plan provisions and documents.
• Have CRPC or CFP or the ability to acquire CRPC or CFP designation within 90 days of employment.
• Have Microsoft Office experience, especially PowerPoint and Excel.
• Able to travel up to 15%.

Responsibilities

• Creating and maintaining a centralized database for workshop materials.
• Delivering in-person workshops and online webinars including audience Q&A.
• Connecting with business leaders across our services to understand changes to the industry, trends, and client feedback.
• Becoming a subject matter expert for all financial services products and core lines of business offered.

Benefits

• We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees