Financial Education Project Manager - (Virtual US)

Alight Solutions
Chicago, IL
Remote
Job Description
Financial Education Project Manager role at Alight, responsible for overseeing financial education projects, delivering workshops and webinars, and connecting with business leaders. Requires a Bachelor's degree, Series 6 or 7 and 65 or 66 licenses, and experience in financial planning and advisory services.

Requirements

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

Benefits

  • Variety of health coverage options
  • Wellbeing and support programs
  • Retirement
  • Vacation and sick leave
  • Maternity, paternity & adoption leave
  • Continuing education and training
  • Several voluntary benefit options
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