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Financial Education Project Manager

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Alight Solutions

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Location:
United States of America , Virtual

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Category:

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Contract Type:
Not provided

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Salary:

65600.00 - 110000.00 USD / Year

Job Description:

As a Project Manager, you will oversee financial education projects to ensure a successful and timely delivery. You will also assist the financial education team in the creation of solutions for clients and prospects.

Job Responsibility:

  • 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

Requirements:

  • 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%
What we offer:
  • comprehensive total rewards package
  • continuing education and training
  • 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

Additional Information:

Job Posted:
January 10, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

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