Senior Client Manager

Alight Solutions

. Manage and deliver participant advisory services products, including managed accounts, online advice solutions, financial planning, and financial wellbeing solutions .

Posted 9/17/2026full-timeRemote • Texas • United StatesSenior💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing participant advisory services, including financial planning and client engagement, while effectively leading projects and enhancing service delivery. Proficient in client consulting, compliance knowledge, and maintaining strong business relationships.

Highest-signal resume keywords

Financial Services ExperienceProject ManagementClient Relationship ManagementClient Consulting SkillsFINRA Series 63 or Series 65 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Advisory SolutionsRegulatory KnowledgeClient ReportingSystem TestingMarket AnalysisService EnhancementClient Retention StrategiesProblem-SolvingMultitasking

Soft Skills

Excellent CommunicationInterpersonal SkillsCustomer ServiceCoaching and MentoringProactive Initiative

Tools & Technologies

Microsoft OfficeExcelPowerPointWordAI-Powered Tools

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 65 License

Industry Keywords

401k BenefitsClient EngagementService DeliveryComplianceRegulatory Impacts

About the role

Key responsibilities & impact

Manage and deliver participant advisory services products, including managed accounts, online advice solutions, financial planning, and financial wellbeing solutions
Consult with clients on service features, utilization, and participant engagement
Lead and manage projects for service enhancements, plan changes, and regulatory impacts
Understand client/provider service-delivery requirements and advocate for client/provider needs
Present new product features and products to current clients
Conduct system testing supporting service delivery
Oversee client reporting and develop client-facing presentations
Develop strategies to market services and grow utilization for aligned clients
Develop and maintain client retention plans and profitability margins
Review and approve client invoices
Serve as a subject matter expert for Alight Financial Services products in sales meetings
Partner with internal teams and external vendor partners to support services
Coach and mentor junior team members and support peers
Partner with vendor contacts and internal team members on delivery excellence
Provide proactive status updates to stakeholders and vendor partners, identifying issues and assigning resolution actions
Facilitate client, vendor, and internal meetings; establish objectives and agendas, manage logistics, document decisions/actions, and close open items

Requirements

What you’ll need

3+ years of experience in the Financial Services/401k benefits arena
3+ years of project management experience
3+ years of experience managing complex client relationships
3+ years proficient in client consulting skills and driving to best practices
Possess an active FINRA Series 63 or Series 65 license at the time of hire, or be eligible and able to successfully obtain the required license within six (6) months of employment
Understanding of investment advisory solutions and the marketplace, including competitors, market pricing, delivery needs, and client expectations
Compliance, regulatory, and legislative knowledge and awareness
Excellent verbal and written communication, interpersonal, and customer service skills
Ability to develop and maintain effective business relationships with internal and external stakeholders
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Copilot, AI-powered tools, etc.)
Ability to multitask and prioritize competing tasks
Highly effective analytical and problem-solving skills
Proactive with a high degree of initiative and ownership
Must have work authorization in the United States that does not now or in the future require visa sponsorship

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 determined by role and level