Senior Manager, Financial Advisory Strategy – Operations

Alight Solutions

. Support the ongoing delivery, product development, and strategic priorities of Alight Financial Advisors .

Posted 10/10/2026full-timeRemote • North Carolina • United StatesSenior💰 $80,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management, business operations, and financial services, with a strong ability to translate complex business needs into actionable plans. Proficient in coordinating cross-functional teams and managing regulatory compliance while maintaining attention to detail and organizational discipline.

Highest-signal resume keywords

Project ManagementBusiness OperationsFinancial ServicesRegulatory ComplianceAdvanced Microsoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementBusiness OperationsRegulatory ComplianceInvestment Management AgreementsDefined Contribution PlansClient ImplementationsVendor ManagementProcess ImprovementData AnalysisDocumentation Management

Soft Skills

Excellent CommunicationOrganizational DisciplineAttention to DetailInfluence Without AuthorityCollaboration

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft TeamsMicrosoft SharePointSmartsheetMicrosoft PlannerJira

Certifications & Qualifications

Project Management Professional (PMP)Certified Associate in Project Management (CAPM)Agile Certification

Industry Keywords

Financial ServicesRetirement ServicesInvestment OperationsWealth ManagementFiduciary ServicesRegistered Investment AdvisersClient ManagementComplianceContractsRFPs

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Support the ongoing delivery, product development, and strategic priorities of Alight Financial Advisors
Build and maintain integrated project plans for strategic, operational, product, regulatory, partner, and client initiatives
Translate leadership direction and complex business needs into practical workstreams, meeting cadences, decision points, and executable next steps
Monitor concurrent priorities, surface constraints, and escalate issues requiring leadership attention
Prepare status updates, leadership briefings, decision materials, meeting agendas, and action summaries
Coordinate implementation-readiness activities and transitions from strategy or contracting into ongoing delivery
Present to internal leadership, external partners, and clients
Support AFA’s day-to-day operating rhythm, operating reviews, issue tracking, and cross-functional follow-up
Document and enhance operating procedures, controls, and handoffs
Coordinate information for work agreements, budgets, vendor activity, invoice or fee reviews, and management reporting
Maintain source materials, version control, and business-critical documents
Collaborate with sub-advisors, recordkeeping teams, Legal, Compliance, Finance, Product, Technology, Sales, Client Management, and other partners
Track investment management agreements, statements of work, amendments, fee disclosures, participant terms, and regulatory disclosures
Enhance engagement and awareness materials across digital, email, and print channels
Support Sales and Client Teams with new logo pursuits, renewals, retention, and expansion efforts
Identify process friction, manual work, unclear handoffs, and reporting gaps and recommend improvements
Develop reusable templates, playbooks, trackers, and standard work
Use approved collaboration and workflow tools while following information-security and records-management requirements
Promote ownership, thoughtful challenge, collaboration, and continuous learning

Requirements

What you’ll need

Ability to manage complex and evolving workstreams, create structure in ambiguous situations, and drive completion through influence rather than formal authority
Excellent written and verbal communication skills, including synthesis of complex information into executive updates, decision materials, and action plans
Experience in business operations, project management, consulting, financial services, retirement services, investment operations, or another regulated environment
Strong attention to detail, organizational discipline, judgment, and follow-through
Experience coordinating across business, client, product, technology, finance, legal, compliance, and/or external partner teams
Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint or comparable tools
Ability to work with confidential information and within established approval, risk, compliance, and record-management processes
Bachelor’s degree or equivalent relevant professional experience
Knowledge of defined contribution plans, participant advice or managed accounts, registered investment advisers, fiduciary services, or wealth-management operations
Experience supporting contracts, investment-management agreements, regulatory disclosures, client implementations, RFPs, or vendor and sub-advisor relationships
Experience with project and workflow tools such as Smartsheet, Microsoft Planner, Jira, or comparable platforms
Project-management certification or training, such as PMP, CAPM, or Agile, or equivalent applied experience
Relevant financial services credentials, licenses, or coursework
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
Background-check process and reasonable accommodations for applicants with disabilities