Financial Education Project Manager - Virtual

Alight Solutions Ltd; Texas; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Retirement plan with matching

Paid time off

Parental leave

Continuing education

Career growth opportunities

Job summary

Alight Solutions Ltd is seeking a seasoned Financial Education Specialist to lead client education programs and oversee learning initiatives. You will coordinate webinars, workshops, and campaigns while partnering with clients to drive employee engagement in financial wellbeing.

The role requires delivering engaging presentations, maintaining compliant content, and analyzing program performance. A strong background in retirement plans and MS Office is essential, with up to 15% travel.

Qualifications

• FINRA Series 6/7 and Series 65/66 — required licenses.
• 5+ years in financial education, planning, advisory services, or related field.
• Experience delivering seminars, webinars, or training to varied audiences.
• Knowledge of defined contribution/defined benefit retirement plans and workplace wellness programs.
• Ability to manage multiple projects and coordinate cross-functional teams.
• CRPC designation (or willingness to obtain within six months).
• Strong communication skills; ability to simplify complex financial concepts.
• Proficient with MS Office, especially Excel data analysis and PowerPoint.
• Ability to travel up to 15%.

Responsibilities

• Manage and execute financial education programs (webinars, workshops, campaigns).
• Partner with clients and internal teams to develop educational strategies.
• Deliver virtual and in-person presentations; maintain accurate content.
• Monitor program performance and industry trends for improvements.

Skills

FINRA Series 6/7

FINRA Series 65/66

Financial education

Public speaking

Cross-functional collaboration

Excel data analysis

PowerPoint design

Travel up to 15%

Education

CRPC designation (or similar)

Tools

Microsoft Excel

PowerPoint

Job description

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.

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

This role serves as a key liaison between clients, internal teams, and team members to ensure successful execution of webinars, workshops, learning campaigns, and financial wellbeing initiatives. The ideal candidate enjoys managing multiple projects simultaneously, collaborating with cross-functional teams, delivering educational presentations, and continuously improving the employee learning experience.

Responsibilities

• Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives, ensuring projects are delivered on time and meet quality standards.
• Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies that support employee engagement and business objectives.
• Deliver virtual and in-person financial education presentations, maintain educational content and resources, and ensure materials remain accurate, compliant, and up to date.
• Monitor program performance, participant feedback, and industry trends to identify opportunities for continuous improvement and enhancement of financial education offerings.

Requirements

• Possess the FINRA Series 6 or 7 and FINRA Series 65 or 66 licenses.
• 5+ years of experience in financial education, financial planning, advisory services, client management, project management, or a related field.
• Experience delivering educational seminars, webinars, workshops, or training programs and presenting to small and large audiences.
• Knowledge of defined contribution and/or defined benefit retirement plans and workplace financial wellness programs.
• Demonstrated ability to manage multiple projects, prioritize competing deadlines, and coordinate cross-functional colleagues.
• Chartered Retirement Planning Counselor (CRPC) designation (or similar certification), or willingness to obtain within six months of hire.
• Strong verbal and written communication skills, including the ability to explain complex financial concepts in an engaging and easy-to-understand manner.
• Skilled in Microsoft Office, with an emphasis on Excel data analysis and PowerPoint presentation design.
• Ability to travel up to 15%.

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

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

This role serves as a key liaison between clients, internal teams, and team members to ensure successful execution of webinars, workshops, learning campaigns, and financial wellbeing initiatives. The ideal candidate enjoys managing multiple projects simultaneously, collaborating with cross-functional teams, delivering educational presentations, and continuously improving the employee learning experience.

Responsibilities

• Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives, ensuring projects are delivered on time and meet quality standards.
• Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies that support employee engagement and business objectives.
• Deliver virtual and in-person financial education presentations, maintain educational content and resources, and ensure materials remain accurate, compliant, and up to date.
• Monitor program performance, participant feedback, and