Financial Education Project Manager

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $95k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

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Alight Solutions

WebsiteLinkedInAll Job Openings

10,000+ employees

🤝 B2B

🏥 Healthcare

☁️ SaaS

💰 $22.5M Post-IPO Secondary - Alight Solutions on 2023-08

B2B • Healthcare • SaaS

Alight Solutions is a leading benefits administration provider that delivers health, wealth, leave, and related HR point solutions for large organizations and their employees. The company helps manage benefits administration and human capital-related processes for enterprises, serving many of the world’s largest organizations and over 30 million people. Alight also emphasizes product and technology roles, corporate sustainability, total rewards, and a focus on transforming lives and organizations by maximizing health, financial and work wellbeing.

📋 Description

• Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives • Ensure projects are delivered on time and meet quality standards • Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies • Support employee engagement and business objectives • Deliver virtual and in-person financial education presentations • Maintain educational content and resources • Ensure materials remain accurate, compliant, and up to date • Monitor program performance, participant feedback, and industry trends • Identify opportunities for continuous improvement and enhancement of financial education offerings • Serve as a liaison between clients, internal teams, and team members

🎯 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% • Must have work authorization that does not now or in the future require visa sponsorship in the United States

🏖️ Benefits

• Health, dental, and vision coverages starting Day One • Wellbeing programs • Retirement plans with contribution matching • Generous time off • Parental leave • Continuing education • Career growth opportunities • Flexible working arrangements wherever possible • Competitive total rewards package • Continuing education and training • Bonus and/or incentive eligibility may apply based on role and level • Reasonable accommodations for persons with disabilities during the hiring process