Financial Education Project Manager Virtual

Financial Education Project Manager

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.

• 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 services to understand industry changes, 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 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%.

Alight requires all virtual interviews to be conducted on video.

Flexible working arrangements are available wherever possible. Alight is a leader in flexible workspace and has been named a Top 100 Company for Remote Jobs for five consecutive years.

We offer programs and plans for a healthy mind, body, wallet, and life including health coverage options, wellbeing and support programs, retirement plans, vacation and sick leave, maternity, paternity and adoption leave, continuing education and training, and several voluntary benefit options.

Minimum: 65,600.00 USD
Maximum:  USD

Alight is an Equal Employment Opportunity employer and does not discriminate based on sex, race, color, religion, creed, national origin, ancestry, age, disability, pregnancy, marital status, citizenship, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics. We take affirmative action to employ disabled persons, disabled veterans, and other covered veterans.

We celebrate differences and foster an environment where everyone feels valued, respected, and supported. We are dedicated to providing reasonable accommodations for individuals with disabilities in the hiring process. Please contact  for accommodation requests.

Applicants must have work authorization that does not now or in the future require sponsorship of a visa.