Financial Education Project Manager
Alight Solutions
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $65,600 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Oversee financial education projects to ensure successful and timely delivery
- Assist the financial education team in creating solutions for clients and prospects
- Create and maintain a centralized database for workshop materials
- Deliver in-person workshops and online webinars including audience Q&A
- Connect with business leaders to understand changes to industry, trends, and client feedback
- Become a subject matter expert for all financial services products
Requirements
- Bachelor's or equivalent experience
- Series 6 or 7 and 65 or 66
- Experience in financial planning or advisory services
- Defined contribution and/or defined benefit plan experience
- Experience delivering seminars/training
- 5 years of project management and client management experience
- CRPC or CFP or ability to acquire CRPC or CFP designation within 90 days of employment
- Microsoft Office experience, especially PowerPoint and Excel
- Able to travel up to 15%
Benefits
- Health coverage options
- Wellbeing and support programs
- Retirement plans
- Vacation and sick leave
- Maternity, paternity & adoption leave
- Continuing education and training
- Voluntary benefit options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningadvisory servicesproject managementclient managementseminar deliveryworkshop facilitationdatabase managementfinancial services productsdefined contribution plansdefined benefit plans
Soft skills
communicationleadershiporganizational skillsclient engagementaudience interaction
Certifications
Bachelor's degreeSeries 6Series 7Series 65Series 66CRPCCFP