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Financial Education Team Lead - (Charlotte, NC preferred, however open to virtual) at Alight Solutions

Posted in Other 30+ days ago.

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Type: Full Time
Location: Lincolnshire, Illinois

Job Description:


Our story starts with a simple universal truth: Every business is a people business. Our people are our greatest assets at Alight Solutions because People Matter! We strive for Excellence Every Day by collaborating with our clients and colleagues. At Alight, we Think Forward and we Act Now to shape the future of work and life for organizations, people and their families! Alight has 25 years of industry experience. Our success is fueled by the expertise of our people, and the strength of our proprietary and partner technology. Come join the leading technology-enabled HR and benefits service provider. Be Real with Alight and help us reimagine how people and organizations thrive.


Financial Education Team Lead Responsibilities:

* Lead a team of Financial Education Consultants who deliver financial education and support to plan participants

* Provide day-to-day management of Education Consultants located throughout the country

* Assist in the development of Onsite Education supervisory procedures. Accountable for ensuring that policies and client/participant interactions are in compliance with regulatory requirements

* Serve as an escalation point and liaison between plan participants, the client and Alight

* Develop and implement comprehensive measurement and reporting systems to ensure the highest levels of customer satisfaction

* Provide feedback to the Education Consultants by auditing workshops and one-on-one meetings on a regular basis

* Develop, train and mentor Education Consultants

* Deliver participant presentations as needed

* Manage and continuously improve client service delivery and processes

* Partner with the client and broader Alight Solutions client delivery team to meet the contractual Onsite Education Program requirements and goals

* Deliver monthly Onsite Education Program reporting

* Attend client and Alight Solutions delivery team meetings

* Host regular meetings with clients and proactively manage open items list to completion

* Assist in the development and updating of presentation materials for the Onsite Education program

* Initiate ideas and lead discussions with the client for improvements to the Onsite Education program

* Facilitate open communication between Education Consultants, clients and Alight Solutions by providing positive and constructive feedback as needed

* Assist with management of internal and client projects for the ad hoc education team

Work Experience:

* Minimum of 7 years in the financial services/retirement benefits industry

* Proven experience in delivering financial education workshops to individuals or employees

* Experience in a financial call center and excellent in-person presentation skills will be considered

* Experience managing a team of licensed representatives

* Proficient in managing/coaching others (3 years)

* Experience handling escalations and complaints (2 years)

Technical Skills Required:

* Series 6/7 and 65/66 securities licenses required

* Series 24 required within 6 months of hire

* Strong project management and organizational skills required

* Advanced designations such as CFP or CRPC preferred

* Defined contribution and defined benefit plan experience preferred

* Compliance, regulatory and legislative knowledge in investment advice and financial education preferred

* Ability to work in a fast-paced, changing environment

* Ability to travel to client locations as agreed upon by clients and Alight Solutions on an ongoing basis


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

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight s employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

At Alight, we believe that diversity should be visible, valued, and sustained throughout the organization. Alight provides equal treatment and employment opportunities to all employees and applicants for employment without regard to any protected status or other protected characteristic.

Alight does not discriminate against anyone based on sex, 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, sincerely held religious beliefs, practices and observances, unless doing so would result in an undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter

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


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..