Financial Education Project Manager

Alight Solutions

. Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives .

Posted 10/13/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $95,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing and executing financial education programs, ensuring compliance and quality while effectively communicating complex financial concepts. Proficient in project management and client engagement, with a strong focus on continuous improvement and performance monitoring.

Highest-signal resume keywords

FINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 65 LicenseFinancial Education Program ManagementChartered Retirement Planning Counselor (CRPC)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial EducationProject ManagementData AnalysisEducational Seminar DeliveryClient Management

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationEngaging Presentation SkillsAbility to Prioritize Competing Deadlines

Tools & Technologies

Microsoft OfficeExcelPowerPoint

Certifications & Qualifications

FINRA Series 6FINRA Series 7FINRA Series 65FINRA Series 66Chartered Retirement Planning Counselor (CRPC)

Industry Keywords

Defined Contribution PlansDefined Benefit PlansWorkplace Financial Wellness ProgramsFinancial PlanningAdvisory Services

About the role

Key responsibilities & impact

Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives
Ensure projects are delivered on time and meet quality standards
Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies
Support employee engagement and business objectives
Deliver virtual and in-person financial education presentations
Maintain educational content and resources
Ensure materials remain accurate, compliant, and up to date
Monitor program performance, participant feedback, and industry trends
Identify opportunities for continuous improvement and enhancement of financial education offerings
Serve as a liaison between clients, internal teams, and team members

Requirements

What you’ll need

Possess the FINRA Series 6 or 7 and FINRA Series 65 or 66 licenses
5+ years of experience in financial education, financial planning, advisory services, client management, project management, or a related field
Experience delivering educational seminars, webinars, workshops, or training programs and presenting to small and large audiences
Knowledge of defined contribution and/or defined benefit retirement plans and workplace financial wellness programs
Demonstrated ability to manage multiple projects, prioritize competing deadlines, and coordinate cross-functional colleagues
Chartered Retirement Planning Counselor (CRPC) designation or similar certification, or willingness to obtain within six months of hire
Strong verbal and written communication skills, including the ability to explain complex financial concepts in an engaging and easy-to-understand manner
Skilled in Microsoft Office, with an emphasis on Excel data analysis and PowerPoint presentation design
Ability to travel up to 15%
Must have work authorization that does not now or in the future require visa sponsorship in the United States

Benefits

Comp & perks

Health, dental, and vision coverages starting Day One
Wellbeing programs
Retirement plans with contribution matching
Generous time off
Parental leave
Continuing education
Career growth opportunities
Flexible working arrangements wherever possible
Competitive total rewards package
Continuing education and training
Bonus and/or incentive eligibility may apply based on role and level
Reasonable accommodations for persons with disabilities during the hiring process