Financial Education Project 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.

Our

Benefits

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.

Flexible Working

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.

Great Place to Work

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.”

About the Role

This role serves as a key liaison between clients, internal teams, and team members to ensure successful execution of webinars, workshops, learning campaigns, and financial wellbeing initiatives. The ideal candidate enjoys managing multiple projects simultaneously, collaborating with cross-functional teams, delivering educational presentations, and continuously improving the employee learning experience.

Responsibilities

• Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives, ensuring projects are delivered on time and meet quality standards.
• Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies that support employee engagement and business objectives.
• Deliver virtual and in-person financial education presentations, maintain educational content and resources, and ensure materials remain accurate, compliant, and up to date.
• Monitor program performance, participant feedback, and industry trends to identify opportunities for continuous improvement and enhancement of financial education offerings.

Requirements

• Possess the FINRA Series 6 or 7 and FINRA Series 65 or 66 licenses.
• 5+ years of experience in financial education, financial planning, advisory services, client management, project management, or a related field.
• Experience delivering educational seminars, webinars, workshops, or training programs and presenting to small and large audiences.
• Knowledge of defined contribution and/or defined benefit retirement plans and workplace financial wellness programs.
• Demonstrated ability to manage multiple projects, prioritize competing deadlines, and coordinate cross-functional colleagues.
• Chartered Retirement Planning Counselor (CRPC) designation (or similar certification), or willingness to obtain within six months of hire.
• Strong verbal and written communication skills, including the ability to explain complex financial concepts in an engaging and easy-to-understand manner.
• Skilled in Microsoft Office, with an emphasis on Excel data analysis and PowerPoint presentation design.
• Ability to travel up to 15%.

Application and Interview

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent…