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Our story
At Alight, we believe a company’s success starts with its people. It’s why we’re so driven to connect passion with purpose. Our team’s expertise in human insights and cloud technology, allows companies and employees around the world to transform and thrive. With a competitive 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. Because transformation takes a workforce. Learn more at .
Alight Is Looking For a Financial Education Project Manager
Do you excel at presenting to a group and explaining complex financial concepts to help people with financial literacy? Do you enjoy helping individuals set themselves up for financial success? As part of our financial education group, your work will provide clients with comprehensive financial wellness initiatives and programs which help their participants increase their financial literacy and improve their financial future.
Your Impact as A Financial Education Project Manager
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Deliver in-person and/or virtual presentations for different clients on different financial topics on a regular basis
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Enhance PowerPoint presentations based on client feedback, industry updates, and ongoing changes
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Assist in the creation of financial wellness education for clients and prospects
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Develop, implement, and successfully complete project management plans and deliverables for assigned client projects
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Coordinate with clients and internal groups to develop financial wellness and education programs, requirements, and timing of financial education implementation and delivery
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Provide sales support for financial education through development of sales presentations and follow-ups from client meetings
Skills
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Strong presentation skills to deliver in-person and virtual presentations with the ability to field questions from the audience
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Excellent verbal and written communication, interpersonal, and customer service skills
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Strong project management, organizational skills, and attention to detail
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Ability to develop and maintain effective business relationships with internal partners and external clients
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Capability to understand and remember multiple client details and plan provisions for various presentations
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Demonstrated ability to work effectively in a fast-paced, deadline-driven environment
Requirements
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Bachelor’s Degree or equivalent experience
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Experience in Financial Services/Retirement Industry preferred
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Strong Microsoft Office skills, especially PowerPoint and Excel
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3-5 years project management experience
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3-5 years client management experience
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Must be willing to travel
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Series 7 and 66 required
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CRPC or CRP designation preferred (or willingness to obtain CRPC within 90 days of employment)
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Ability to understand and communicate complex information and concepts
We offer you
A competitive total rewards package, the ability to work remotely, continuing education & training, and tremendous potential with a growing worldwide organization. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home You’ll find opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
Our commitment to Diversity and Inclusion
Alight believes diversity should be visible, valued, and sustained throughout the organization. And we’re committed to enabling an inclusive culture of belonging that engages all colleagues and grows the diversity of our talent to proudly represent the clients and communities we serve.
As an affirmative action employer, we adhere to the principles of equal employment opportunity in the workplace as defined in our diversity policy statement.
Diversity Policy Statement
Alight does not discriminate against anyone based on sex, gender, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in employment qualified minorities, women, disabled persons, disabled veterans and other covered veterans.
Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.
Authorization to work in the United States
Applicants for employment in the United States must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Alight.
Note, this job description does not restrict management’s right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.
We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
DISCLAIMER:
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.
Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.
Category
Information Technology Project Managers
Education
Bachelor’s Degree
Experience
3 to 5 years
Job type
Full time
