Alight Solutions: Financial Education Project Manager- US Virtual
Role highlights
58,000–119,000 USD
Full Time
Permanent
Mid
Remote
The Financial Education Project Manager role at Alight Solutions requires a strong blend of financial advisory expertise, project management, and client-facing communication skills. Candidates must possess a bachelor's degree or equivalent experience, along with key financial licenses such as Series 6 or 7 and 65 or 66, demonstrating regulatory knowledge and compliance capability. A minimum of five years' experience in project and client management within financial planning or advisory services is essential, with specific exposure to defined contribution and defined benefit plans. The role demands proficiency in delivering seminars and workshops, both in-person and virtually, requiring excellent public speaking and audience engagement skills. Candidates should be adept at understanding and articulating complex plan provisions and financial documents clearly to diverse audiences. Certification as a CRPC or CFP is highly valued, with the expectation to obtain CRPC certification within 90 days if not already held. Strong Microsoft Office skills, particularly in PowerPoint and Excel, are necessary to create and maintain workshop materials and presentations. The position involves collaboration with business leaders to stay abreast of industry trends and client needs, emphasizing adaptability and subject matter expertise in financial services products. The role is virtual with up to 15% travel, requiring self-motivation and effective remote communication. Overall, this position suits a seasoned financial education professional with solid project management experience, regulatory credentials, and the ability to educate and engage diverse audiences effectively.
About the role
Financial Education Project Manager
Location: US Virtual (Headquarters: US-NC-North Carolina-Virtual)
Company: Alight Solutions
Role Summary
Join Alight Solutions as a Financial Education Project Manager. Oversee financial education projects, deliver workshops, and support the financial education team in creating solutions for clients and prospects. Be part of a company that champions people, values integrity, and encourages personal growth.
Responsibilities
- Create and maintain a centralized database for workshop materials
- Deliver in-person workshops and online webinars, including audience Q&A
- Connect with business leaders to understand industry changes, trends, and client feedback
- Become a subject matter expert for all financial services products and core lines of business
Requirements
- Bachelor’s degree or equivalent experience
- Series 6 or 7 and 65 or 66 licenses
- Experience in financial planning or advisory services with participant-facing capabilities
- Defined contribution and/or defined benefit plan experience
- Experience delivering seminars/training; comfortable speaking to small and large groups
- 5 years of project management and client management experience
- Ability to understand and communicate detailed plan provisions and documents
- CRPC or CFP, or ability to acquire CRPC within 90 days of employment
- Microsoft Office experience, especially PowerPoint and Excel
- Able to travel up to 15%
Nice to Have
- CRPC or CFP designation
Benefits
- Competitive total rewards package
- Health coverage options
- Wellbeing and support programs
- Retirement, vacation, and sick leave
- Maternity, paternity & adoption leave
- Continuing education and training
- Flexible working arrangements
- Several voluntary benefit options
Additional Information
- All virtual interviews are conducted on video
- Commitment to inclusion and equal opportunity
- Reasonable accommodations available for persons with disabilities
- Applicants must have work authorization in the employing country; no visa sponsorship
- Salary range: $58,000 – $119,000 USD
- Bonus/incentive eligibility determined by role and level
How to Apply
Apply online: https://weworkremotely.com/remote-jobs/alight-solutions-financial-education-project-manager-us-virtual
Learn more: careers.alight.com