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Financial Education Project Manager
| Company | Alight |
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| Location | North Carolina, USA |
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| Salary | $65600 – $110000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 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 the 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%.
Responsibilities
- 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 our services to understand changes to the industry, trends, and client feedback.
- Becoming a subject matter expert for all financial services products and core lines of business offered.
Preferred Qualifications
No preferred qualifications provided.
