Senior Manager, Financial Advisory Strategy & Operations - Virtual

Alight•Virtual, IL

1d•$80,000 - $120,000•Remote

About The Position

The Senior Manager, Financial Advisory Strategy & Operations supports the ongoing delivery, product development, and strategic priorities of Alight Financial Advisors (AFA). The role serves as an execution partner to AFA leadership by translating priorities into organized workplans, coordinating cross-functional contributors, tracking decisions and dependencies, and advancing operational, product, client, partner, contracting, compliance, and governance initiatives. It calls for sound judgment, disciplined follow-through, comfort in a regulated environment, and discretion when handling sensitive matters. The role supports AFA’s strategic initiative delivery and day-to-day operating rhythm, including integrated project planning, status and risk tracking, leadership materials, operating procedures, budgets, vendor activity, document governance, contract and disclosure workflows, and coordination with internal teams, clients, and external partners. It also identifies process improvements and develops reusable tools and standard work to improve quality, efficiency, scalability, and transparency. The position is described as virtual. Alight requires virtual interviews to be conducted on video and may require occasional travel to a physical office location.

Requirements

Ability to manage complex and evolving workstreams, create structure in ambiguous situations, and drive completion through influence rather than formal authority.
Excellent written and verbal communication skills, including synthesizing complex information into executive updates, decision materials, and action plans.
Experience in business operations, project management, consulting, financial services, retirement services, investment operations, or another regulated environment.
Strong attention to detail, organizational discipline, judgment, and follow-through.
Experience coordinating across business, client, product, technology, finance, legal, compliance, and/or external partner teams.
Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint or comparable tools.
Ability to work with confidential information and follow established approval, risk, compliance, and record-management processes.
Bachelor’s degree or equivalent relevant professional experience.

Nice To Haves

Knowledge of defined contribution plans, participant advice or managed accounts, registered investment advisers, fiduciary services, or wealth-management operations.
Experience supporting contracts, investment-management agreements, regulatory disclosures, client implementations, RFPs, or vendor and sub-advisor relationships.
Experience with project and workflow tools such as Smartsheet, Microsoft Planner, Jira, or comparable platforms.
Project-management certification or training, such as PMP, CAPM, or Agile, or equivalent applied experience.
Relevant financial services credentials, licenses, or coursework.

Responsibilities

Build and maintain integrated project plans for AFA strategic, operational, product, regulatory, partner, and client initiatives, tracking milestones, owners, dependencies, decisions, risks, and target dates.
Translate leadership direction and complex business needs into practical workstreams, meeting cadences, decision points, and executable next steps.
Monitor concurrent priorities, surface constraints, and escalate issues requiring leadership attention.
Prepare status updates, leadership briefings, decision materials, meeting agendas, and action summaries.
Coordinate implementation-readiness activities and transitions from strategy or contracting into ongoing delivery.
Present to internal leadership, external partners, and clients to build credibility and influence outcomes.
Support the Director of Advisory Operations with AFA’s operating rhythm, including project prioritization, operating reviews, issue tracking, and cross-functional follow-up.
Document and enhance operating procedures, controls, and handoffs across AFA and adjacent Alight teams.
Coordinate information for internal work agreements, budgets, vendor activity, invoice or fee reviews, and management reporting.
Organize source materials and maintain version control for business-critical documents.
Coordinate with sub-advisors, recordkeeping teams, Legal, Compliance, Finance, Product, Technology, Sales, Client Management, and other partners.
Assist with review and tracking of investment management agreements, statements of work, amendments, fee disclosures, participant terms, and regulatory disclosures.
Review, evaluate, and enhance materials that promote engagement and awareness of Advisory Services across digital, email, and print channels.
Respond to Sales and Client Team needs and support new logo pursuits, renewals, client retention, and expansion efforts.
Identify recurring friction, manual work, unclear handoffs, and reporting gaps; recommend practical improvements.
Develop and enhance reusable templates, playbooks, trackers, and standard work for recurring AFA processes.
Use approved collaboration and workflow tools to improve organization, reporting, and institutional knowledge while following information-security and records-management requirements.
Promote ownership, thoughtful challenge, collaboration, and continuous learning.
Support consistent, timely execution; visibility into initiative status and next steps; accurate governance, partner, client, and regulatory materials; effective stakeholder coordination; strong document governance; and measurable process improvements.