Senior Manager, Financial Advisory Strategy – Operations

🔥 1 minute ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $80k - $120k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 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

• Support the ongoing delivery, product development, and strategic priorities of Alight Financial Advisors • Build and maintain integrated project plans for strategic, operational, product, regulatory, partner, and client initiatives • Translate leadership direction and complex business needs into practical workstreams, meeting cadences, decision points, and executable next steps • Monitor concurrent priorities, surface constraints, and escalate issues requiring leadership attention • Prepare status updates, leadership briefings, decision materials, meeting agendas, and action summaries • Coordinate implementation-readiness activities and transitions from strategy or contracting into ongoing delivery • Present to internal leadership, external partners, and clients • Support AFA’s day-to-day operating rhythm, operating reviews, issue tracking, and cross-functional follow-up • Document and enhance operating procedures, controls, and handoffs • Coordinate information for work agreements, budgets, vendor activity, invoice or fee reviews, and management reporting • Maintain source materials, version control, and business-critical documents • Collaborate with sub-advisors, recordkeeping teams, Legal, Compliance, Finance, Product, Technology, Sales, Client Management, and other partners • Track investment management agreements, statements of work, amendments, fee disclosures, participant terms, and regulatory disclosures • Enhance engagement and awareness materials across digital, email, and print channels • Support Sales and Client Teams with new logo pursuits, renewals, retention, and expansion efforts • Identify process friction, manual work, unclear handoffs, and reporting gaps and recommend improvements • Develop reusable templates, playbooks, trackers, and standard work • Use approved collaboration and workflow tools while following information-security and records-management requirements • Promote ownership, thoughtful challenge, collaboration, and continuous learning

🎯 Requirements

• Ability to manage complex and evolving workstreams, create structure in ambiguous situations, and drive completion through influence rather than formal authority • Excellent written and verbal communication skills, including synthesis of complex information into executive updates, decision materials, and action plans • Experience in business operations, project management, consulting, financial services, retirement services, investment operations, or another regulated environment • Strong attention to detail, organizational discipline, judgment, and follow-through • Experience coordinating across business, client, product, technology, finance, legal, compliance, and/or external partner teams • Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint or comparable tools • Ability to work with confidential information and within established approval, risk, compliance, and record-management processes • Bachelor’s degree or equivalent relevant professional experience • Knowledge of defined contribution plans, participant advice or managed accounts, registered investment advisers, fiduciary services, or wealth-management operations • Experience supporting contracts, investment-management agreements, regulatory disclosures, client implementations, RFPs, or vendor and sub-advisor relationships • Experience with project and workflow tools such as Smartsheet, Microsoft Planner, Jira, or comparable platforms • Project-management certification or training, such as PMP, CAPM, or Agile, or equivalent applied experience • Relevant financial services credentials, licenses, or coursework • 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 • Background-check process and reasonable accommodations for applicants with disabilities