Alight Financial Advisors Senior Client Manager - Virtual

Our Story

At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.

With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization.

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row.

Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards .

We invite you to join our team! Learn more at

As part of our team, you will help drive results for our clients and their employees by delivering innovative and effective solutions as part of our Financial Services team. The Senior Client Manager is responsible for the overall management and delivery of participant advisory services products, including managed accounts, online advice solutions, financial planning, and overall financial wellbeing solutions for their aligned clients.

Working with internal teams and vendor partners, the Client Manager will facilitate the delivery of services that enable end users to improve their retirement readiness and overall financial wellbeing. Responsibilities of the role include client service satisfaction, implementation of service enhancements, working with internal teams to present enhanced services, consulting on best practices, providing operations support and financial management for their aligned clients.

• Consult with clients on service features, utilization, and participant engagement. Provide project leadership and management for service enhancements, plan changes, and regulatory impacts.
• Understand the client/provider's requirements for satisfaction regarding service delivery and serve as a customer advocate for client/provider's needs.
• Present new product features and new products to current clients.
• Conduct testing of the systems to support the delivery of the services.
• Oversee client reporting and development of client facing presentations.
• Develop an appropriate strategy for each aligned client to market and grow utilization of services.
• Develop and maintain key client retention plans and profitability margins.
• Review and approve client invoices for services.
• Serve as subject matter expert and represent Alight’s Financial Services products in sales meetings.
• Partner with key internal and external partners to support services.
• Coach and mentor junior level team members and support and encourage peers.

• Partner with vendor contacts and internal team members on delivery excellence.
• Provide proactive ongoing status updates to key internal stakeholders and vendor partners, identifying issues with clear actions and accountability for resolution.
• Facilitate effective meetings with clients, vendor…