Alight Financial Advisors Senior Client Manager - Virtual

Alight Solutions; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental and vision coverage

Retirement plans with matching

Generous time off

Parental leave

Continuing education & career growth

Job summary

Alight Solutions seeks a Senior Client Manager to lead participant advisory services and financial wellbeing solutions for aligned clients within the Financial Services team. You will partner with internal teams and vendor partners to drive client satisfaction and deliver enhanced services, focusing on retirement readiness and financial wellbeing.

The role emphasizes project leadership, client consulting, and strong collaboration to ensure successful service delivery and profitable partnerships

Qualifications

• Experience in Financial Services/401k benefits is required.
• PM experience leading client programs is essential.
• Strong ability to manage complex client relationships.
• Proven client consulting and advisory skills.
• Active FINRA Series 63 or 65 license or eligible to obtain it within 6 months.

Responsibilities

• Consult with clients on service features and engagement; lead service enhancements.
• Build and maintain client satisfaction with focus on results and retention.
• Present new features and products to clients.
• Test systems to support service delivery and accuracy.
• Oversee client reporting and create client-facing presentations.
• Develop strategies to grow utilization and revenue per client.
• Review invoices and ensure profitability for aligned clients.
• Act as SME for Financial Services products in sales meetings.
• Collaborate with internal and external partners to support services.
• Mentor junior team members and support peers.

Skills

Client relationship management

Project management

Consultative selling

Verbal & written communication

MS Office proficiency

Analytical thinking

Initiative & ownership

Tools

Microsoft Office Suite

Job description

Our Story

At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.

Our Benefits

With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization.

Our Story

At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.

Our Benefits

With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row.

Great Place to Work

Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.”

About The Role

As part of our team, you will help drive results for our clients and their employees by delivering innovative and effective solutions as part of our Financial Services team. The Senior Client Manager is responsible for the overall management and delivery of participant advisory services products, including managed accounts, online advice solutions, financial planning, and overall financial wellbeing solutions for their aligned clients. Working with internal teams and vendor partners, the Client Manager will facilitate the delivery of services that enable end users to improve their retirement readiness and overall financial wellbeing. Responsibilities of the role include client service satisfaction, implementation of service enhancements, working with internal teams to present enhanced services, consulting on best practices, providing operations support and financial management for their aligned clients.

Responsibilities

• Consult with clients on service features, utilization, and participant engagement. Provide project leadership and management for service enhancements, plan changes, and regulatory impacts.
• Understand the client/provider's requirements for satisfaction regarding service delivery and serve as a customer advocate for client/provider's needs
• Present new product features and new products to current clients
• Conduct testing of the systems to support the delivery of the services
• Oversee client reporting and development of client facing presentations
• Develop an appropriate strategy for each aligned client to market and grow utilization of services
• Develop and maintain key client retention plans and profitability margins
• Review and approve client invoices for services
• Serve as subject matter expert and represent Alight’s Financial Services products in sales meetings
• Partner with key internal and external partners to support services.
• Coach and mentor junior level team members and support and encourage peers

Relationship Management

• Partner with vendor contacts and internal team members on delivery excellence
• Provide proactive ongoing status updates to key internal stakeholders and vendor partners, identifying issues with clear actions and accountability for resolution
• Facilitate effective meetings with clients, vendor partners, and internal team members; establish objectives and agenda, manage logistics, document meeting decisions / actions; ensure all open items are successfully closed

Requirements

• 3+ years of experience in the Financial Services/401k benefits arena
• 3 + years Project Management experience
• 3+ years experience managing complex client relationships
• 3+ years proficient in client consulting skills, driving to best practices
• Possess an active FINRA Series 63 or Series 65 license at the time of hire, or be eligible and able to successfully obtain the required license within six (6) months of employment.
• Understanding of investment advisory solutions and the marketplace including competitors, market pricing, delivery needs, client expectations, etc.
• Possess compliance, regulatory and legislative knowledge, and awareness
• Demonstrate excellent verbal and written communication, interpersonal, and customer service skills
• Able to develop and maintain effective business relationships with internal and external stakeholders
• Be proficient with Microsoft Office (Word, Excel, PowerPoint, Copilot, AI powered tools, etc.)
• Able to multi-task and prioritize many competing tasks
• Possess highly effective analytical and problem-solving skills
• Be proactive and demonstrate a high degree of initiative and ownership

Application and Interview

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.

Our commitment to Inclusion

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [e-mail] .

Equal Opportunity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, 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 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 reasonable accommodations/modifications by contacting their recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country 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.

Salary Pay Range

Minimum : 90,000.00 USD

Maximum : 120,000.00 USD

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page – Alight

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.