Financial Education Project Manager - (Virtual US) jobs in United States
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Alight Solutions · 1 day ago

Financial Education Project Manager - (Virtual US)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$66K/yr - $110K/yr
date5+ years exp

Alight Solutions is dedicated to helping clients gain a benefits advantage while building a healthy workforce. As a Financial Education Project Manager, you will oversee financial education projects, ensuring successful and timely delivery while assisting in the creation of solutions for clients and prospects.

ConsultingEmployee BenefitsFinanceHuman ResourcesSoftware
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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

Financial planningClient managementProject managementSeries 6Series 65Defined contribution plansDefined benefit plansPublic speakingMicrosoft OfficeCRPCCFP

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

A variety of 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 Solutions

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Alight Solutions is a cloud-based human capital technology company that offers HR and financial solutions.
dateFounded in 2017
location
Chicago, Illinois, USA
people-size10001+ employees
web-link
https://www.alight.com

Funding

Current Stage
Public Company
Total Funding
$1.64B
Key Investors
Caterpillar Ventures
2023-08-22Post Ipo Secondary· $22.5M
2021-07-06Post Ipo Equity· $1.55B
2021-07-06IPO

Leadership Team

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Donna Dorsey
Chief Human Resources Officer
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Stephen Rush
Chief Commercial Officer
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Recent News

Morningstar.com
Soaring Healthcare Costs Lead to Higher Enrollment in Alternate Medical Plans According to Alight's Annual Enrollment Analysis
2025-12-18
Business Wire
Alight Announces Chief Financial Officer Transition
2025-12-18
PR Newswire
Retirement Clearinghouse Surpasses $20B in Account Consolidations
2025-12-16
Company data provided by crunchbase