Senior Client Manager

🔥 1 hour ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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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 deliver participant advisory services products, including managed accounts, online advice solutions, financial planning, and financial wellbeing solutions • Consult with clients on service features, utilization, and participant engagement • Lead and manage projects for service enhancements, plan changes, and regulatory impacts • Understand client/provider service-delivery requirements and advocate for client/provider needs • Present new product features and products to current clients • Conduct system testing supporting service delivery • Oversee client reporting and develop 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 invoices • Serve as a subject matter expert for Alight Financial Services products in sales meetings • Partner with internal teams and external vendor partners to support services • Coach and mentor junior team members and support peers • Partner with vendor contacts and internal team members on delivery excellence • Provide proactive status updates to stakeholders and vendor partners, identifying issues and assigning resolution actions • Facilitate client, vendor, and internal meetings; establish objectives and agendas, manage logistics, document decisions/actions, and close open items

🎯 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 (6) 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 (Word, Excel, PowerPoint, Copilot, AI-powered tools, etc.) • Ability to multitask and prioritize competing tasks • Highly effective analytical and problem-solving skills • Proactive 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 • Competitive total rewards package • Continuing education and training • Bonus and/or incentive eligibility determined by role and level