Senior Financial Education Project Manager

Alight Solutions

82d • $58,000 - $119,000

About The Position

As a Project Manager at Alight, 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. 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.

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.
• 7 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

• A variety of health coverage options.
• Wellbeing and support programs.
• Retirement plans.
• Vacation and sick leave.
• Maternity, paternity & adoption leave.
• Continuing education and training.
• Several voluntary benefit options.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees