Financial Education Project Manager - (Charlotte, NC preferred)
Charlotte, NC  / Chicago, IL 
Posted 12 days ago
Job Description

Our story

At Alight, we believe a company's success starts with its people. It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology, allows companies and employees around the world to transform and thrive. With a competitive total rewards package, continuing education and training and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

Join our team. Because transformation takes a workforce. Learn more at .

Alight Is Looking For a Financial Education Project Manager

As part of an industry-leading team, you will help drive results for our clients by delivering innovative and effective solutions as part of our Financial Services business group within Alight, in Charlotte, NC.

Your Impact as a Financial Education Project Manager

o Assist the financial education team in the creation of solutions for clients and prospects

o Create and maintain a centralized database for workshop materials, tracking updates and feedback from sessions

o Create and update database and custom seminar presentations and materials

o Enthusiastically deliver in-person workshops and online webinars with the ability to field questions from audience/participants

o Assist with new implementations, ongoing client team requests and content for the financial education website

o Maintain awareness of current industry for client solutions and opportunities

o Become a subject matter expert for all financial services products and core lines of business offered through Alight

o Provide sales support for financial education and our online education tool through the creation of sales presentations and follow ups from client meetings

Position Requirements

o Bachelor's Degree or equivalent experience

o Series 7 (or 6) and 66 (or 65) required

o CRPC or CFP designation preferred (or willingness to obtain CRPC within 90 days of employment)

o Experience in financial planning or advisory services in participant facing capacity

o Experience delivering seminars/training and comfortable speaking in front of small and large groups of people

o Strong Microsoft Office experience, especially PowerPoint and Excel

o 1-3 years project management experience

o Defined contribution and defined benefit plan experience preferred

o Ability to understand and communicate detailed plan provisions and documents

o Must be willing to travel up to 30% after Covid restrictions are lifted

Our commitment to Diversity and Inclusion

Alight believes diversity should be visible, valued, and sustained throughout the organization. And we're committed to enabling an inclusive culture of belonging that engages all colleagues and grows the diversity of our talent to proudly represent the clients and communities we serve.

As an affirmative action employer, we adhere to the principles of equal employment opportunity in the workplace as defined in our diversity policy statement.

Diversity Policy Statement

Alight does not discriminate against anyone based on sex, gender, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in employment qualified minorities, women, disabled persons, disabled veterans and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.

Authorization to work in the United States

Applicants for employment in the United States must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Colorado Equal Pay for Equal Work Act Statement. Please note, offers are being determined on an individual basis. Alight takes into consideration the candidate's experience, education, certification/credentials, market data and internal equity. The estimated minimum salary for this role is $57,100.00/year (full-time). For specific benefit details, please visit this URL:


Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
1 to 3 years
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