Senior Project Manager
Motorola Solutions
Senior Financial Education Project Manager
Alight Solutions
full-time
Posted on:
Location Type: Remote
Location: Remote • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $58,000 - $119,000 per year
Job Level
Senior
About the role
- Oversee financial education projects for successful and timely delivery
- Assist 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 the industry, trends, and client feedback
- Become a subject matter expert for all financial services products and core lines of business offered
Requirements
- Bachelor's or equivalent experience
- Series 6 or 7 and 65 or 66
- Experience in financial planning or advisory services in participant facing capabilities
- Defined contribution and/or defined benefit plan experience
- Experience delivering seminars/training
- Comfortable speaking in front of small and large groups
- 7 years of project management and client management experience
- Ability to understand and communicate detailed plan provisions and documents
- CRPC or CFP designation or ability to acquire within 90 days of employment
- Microsoft Office experience (especially PowerPoint and Excel)
- Able to travel up to 15%
Benefits
- Variety of health coverage options
- Wellbeing and support programs
- Retirement plan
- Vacation and sick leave
- Maternity, paternity & adoption leave
- Continuing education and training
- Several 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 managementdefined contribution plandefined benefit planseminar deliverycommunication of plan provisionsdatabase management
Soft skills
public speakingaudience engagementteam collaborationclient relationship management
Certifications
Bachelor's degreeSeries 6Series 7Series 65Series 66CRPCCFP
