Alight Financial Advisors Senior Client Manager - Virtual

Alight•Virtual, IL

4d•$90,000 - $120,000•Remote

About The Position

The Senior Client Manager is part of Alight’s Financial Services team and is responsible for the overall management and delivery of participant advisory services for aligned clients. Services include managed accounts, online advice solutions, financial planning, and broader financial wellbeing solutions. The role works with internal teams and vendor partners to deliver services that help participants improve retirement readiness and financial wellbeing. The position focuses on client service satisfaction, service enhancements, best-practice consulting, operations support, and financial management for aligned clients. It also provides project leadership for service enhancements, plan changes, and regulatory impacts, supports client retention and profitability, and represents Alight Financial Services products in sales meetings. The role includes coaching and mentoring junior team members and fostering effective relationships with clients, vendors, and internal stakeholders.

Requirements

At least 3 years of experience in the Financial Services or 401(k) benefits arena.
At least 3 years of project management experience.
At least 3 years of experience managing complex client relationships.
At least 3 years of proficiency in client consulting skills and driving best practices.
An active FINRA Series 63 or Series 65 license at hire, or eligibility and ability to obtain the required license within six months of employment.
Understanding of investment advisory solutions and the marketplace, including competitors, market pricing, delivery needs, and client expectations.
Knowledge and awareness of compliance, regulatory, and legislative matters.
Excellent verbal and written communication, interpersonal, and customer service skills.
Ability to develop and maintain effective business relationships with internal and external stakeholders.
Proficiency with Microsoft Office, including Word, Excel, and PowerPoint, as well as Copilot and AI-powered tools.
Ability to multitask and prioritize competing tasks.
Highly effective analytical and problem-solving skills.
Proactive approach with a high degree of initiative and ownership.

Responsibilities

Consult with clients on service features, utilization, and participant engagement.
Provide project leadership and management for service enhancements, plan changes, and regulatory impacts.
Understand client and provider requirements for service satisfaction and advocate for their needs.
Present new product features and products to current clients.
Conduct systems testing to support service delivery.
Oversee client reporting and the development of client-facing presentations.
Develop strategies for aligned clients to market services and grow utilization.
Develop and maintain client retention plans and profitability margins.
Review and approve invoices for client services.
Serve as a subject matter expert and represent Alight Financial Services products in sales meetings.
Partner with internal and external stakeholders to support services.
Coach and mentor junior team members and support and encourage peers.
Partner with vendor contacts and internal team members to deliver excellent service.
Provide proactive status updates to internal stakeholders and vendor partners, identify issues, and define actions and accountability for resolution.
Facilitate meetings with clients, vendor partners, and internal team members; establish objectives and agendas, manage logistics, document decisions and actions, and ensure open items are closed.