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Senior Client Manager

🕒 September 17

🤠 Texas – Remote

infoinfo

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

Where this job comes from

Posted on Alight Solutions's careers page, not through a job board

First seen by Remote Rocketship September 17

Still open on Alight Solutions's site. Checked 3 hours ago.

Logo of Alight Solutions

Alight Solutions

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 deliver participant advisory services products, including managed accounts, online advice solutions, financial planning, and financial wellbeing solutions • Drive client service satisfaction and implement service enhancements • Consult with clients on service features, utilization, and participant engagement • Lead and manage projects involving service enhancements, plan changes, and regulatory impacts • Advocate for client/provider service delivery needs • Present new product features and products to current clients • Conduct systems testing supporting service delivery • Oversee client reporting and development of client-facing presentations • Develop strategies to market services and grow utilization for aligned clients • Develop and maintain client retention plans and profitability margins • Review and approve client service invoices • Represent Alight Financial Services products as a subject matter expert in sales meetings • Partner with internal teams, vendor partners, clients, and external stakeholders • Provide proactive status updates, identify issues, and establish accountability for resolution • Facilitate client, vendor, and internal meetings, including objectives, agendas, logistics, decisions, and action tracking • Coach and mentor junior team members and support peers

🎯 Requirements

• 3+ years of experience in the Financial Services/401k benefits arena • 3+ years of Project Management experience • 3+ years of experience managing complex client relationships • 3+ years proficient in client consulting skills and 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 months of employment • Understanding of investment advisory solutions and the marketplace, including competitors, market pricing, delivery needs, and client expectations • Compliance, regulatory and legislative knowledge and awareness • Excellent verbal and written communication, interpersonal, and customer service skills • Ability to develop and maintain effective business relationships with internal and external stakeholders • Proficiency with Microsoft Office, including Word, Excel, PowerPoint, Copilot, and AI-powered tools • Ability to multitask and prioritize competing tasks • Highly effective analytical and problem-solving skills • Proactive approach with a high degree of initiative and ownership • Must have work authorization in the United States that does not now or in the future require visa sponsorship

🏖️ 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 • Occasional travel to physical office locations may be required • Competitive total rewards package • Bonus and/or incentive eligibility determined by role and level • Continuing education and training

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