Senior Financial Education Project Manager

Alight Solutions; North (SC); Remote; USD 58,000 - 119,000; Full time

Job summary

A financial services company is seeking a Financial Education Project Manager to oversee financial education projects. The role involves delivering workshops, managing databases, and ensuring timely project delivery. Candidates should have at least 7 years of project management experience, a Bachelor's degree, and strong public speaking skills. This position supports flexible working arrangements and offers competitive benefits.

Benefits

Health coverage options

Retirement plans

Vacation and sick leave

Continuing education and training

Qualifications

• 7 years of project management and client management experience.
• Experience delivering seminars/training in front of groups.

Responsibilities

• Oversee financial education projects for timely delivery.
• Create and maintain a centralized database for workshop materials.
• Deliver in-person workshops and online webinars.

Skills

Project management

Client management

Public speaking

Financial planning

Microsoft PowerPoint

Microsoft Excel

Education

Bachelor's degree or equivalent

CRPC or CFP (or ability to acquire)

Job description

Overview

Financial Education Project Manager

As a Project Manager, you will oversee financial education projects to ensure successful and timely delivery. You will also assist the financial education team in the creation of solutions for clients and prospects.

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.

Requirements

• 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.
• 7 years of project management and client management experience.
• Ability to understand and communicate detailed plan provisions and documents.
• CRPC or CFP or the ability to acquire CRPC or CFP designation within 90 days of employment.
• Microsoft Office experience, especially PowerPoint and Excel.
• Travel up to 15%.

Flexible Working

We support flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and a Top 100 Company for Remote Jobs for five years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life, including health coverage options, wellbeing and support programs, retirement, vacation and sick leave, parental leave, continuing education and training, and several voluntary benefit options.

By applying for the position, you understand that offers are contingent on successful completion of a background check consistent with Alight’s employment policies. Background checks may include SSN/SIN validation, education verification, employment verification, criminal checks, sanctions/watch lists, credit checks, and/or drug tests. You will be notified which checks are required during the hiring process.

Our commitment to Inclusion

We celebrate differences and foster an environment where everyone feels valued, respected, and supported. We welcome all individuals and are dedicated to creating a culture that enables every employee to thrive.

If reasonable accommodations are needed for the hiring process, please contact [e-mail].

Equal Opportunity

Alight is an Equal Employment Opportunity employer and does not discriminate based on sex, race, color, religion, creed, national origin, age, disability, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender identity or expression, genetic information, or any other legally protected characteristics or conduct. We also take affirmative action to employ disabled persons and disabled veterans.

Authorization to Work

Applicants must have work authorization in the Employing Country that does not require sponsorship now or in the future.

Note: This job description does not restrict the management's right to assign duties to other entities, including subsidiaries, partners, or purchasers of Alight business units.

Salary Pay Range: Minimum 58,000.00 USD, Maximum 119,000.00 USD. Pay Transparency: compensation is determined by experience, education, and other factors. For details on benefits, please visit the Wellbeing and Benefits Selector Page - Alight.

Learn more at careers.alight.com.