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Alight · 3 weeks ago

Financial Education Project Manager - (Virtual US)

IL

Full-time

Hybrid

Senior Level

$66K/yr - $110K/yr

5+ years exp

Alight is a company dedicated to improving lives through its focus on people and their well-being. They are seeking a Financial Education Project Manager to oversee financial education projects, ensuring successful delivery and assisting in the creation of solutions for clients. The role involves connecting with business leaders, delivering workshops, and becoming a subject matter expert in financial services products.

Health Care

No H1B

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

Qualification

Client managementFinancial planningProject managementSeries 6Series 65Defined contribution plansDefined benefit plansPublic speakingMicrosoft OfficeEmpathyCommunication skillsDetail-oriented

Required

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

5 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%

Benefits

Health coverage options

Wellbeing and support programs

Retirement

Vacation and sick leave

Maternity, paternity & adoption leave

Continuing education and training

Several voluntary benefit options

Company

Alight

Alight Motion is a powerful video editing and animation app that empowers users to create stunning visuals right from their mobile devices.

Founded in 1978

Minneapolis, Minnesota, USA

1001-5000 employees

https://wearealight.org/

Funding

Current Stage

Late Stage

Leadership Team

Jocelyn Wyatt

CEO

Recent News

PV Magazine

Alight, 3Flash to build 120 MW solar park in Finland

2024-10-21

Business Wire

Alight Announces Executive Leadership Changes

2024-05-08

SeekingAlpha

Alight announces key management transitions (NYSE:ALIT)

2024-05-08

Company data provided by crunchbase