Financial Education Team Leader

Are you excited by the prospect of creatively solving problems?

Are you looking for a new opportunity with a goal-oriented team?

Our story

At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.”

Our Values:

Champion People – be empathetic and help create a place where everyone belongs.

Grow with purpose – Be inspired by our higher calling of improving lives.

Be Alight – act with integrity, be real and empower others.

It’s why we’re so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation.

With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.

Learn more at careers.alight.com. 

About the Role

You will collaborate to execute programs that drive business growth and customer advocacy. You will help others to develop and hone their skills to achieve our business goals.

Responsibilities

• Leading a team of Financial Education Consultants located throughout the country who deliver financial education and support to plan participants.
• Partnering with the client and the broader Alight client delivery team to meet the contractual Onsite Education Program requirements and goals.
• Assisting in the development of Onsite Education supervisory procedures. Accountable for ensuring that policies and client/participant interactions are in compliance with regulatory requirements.
• Serving as an escalation point and liaison between plan participants, the client and Alight.
• Developing and implementing comprehensive measurement and reporting systems to ensure the highest levels of customer satisfaction.
• Facilitating open communication between Education Consultants, clients and Alight by providing positive and constructive feedback as needed.  Audit workshops and one-on-one meetings on a regular basis.
• Developing, training, and mentoring Education Consultants.
• Delivering monthly Onsite Education Program reporting.
• Assisting in the development and updating of presentation materials for the Onsite Education program (dedicated and ad hoc).
• Initiating ideas and leading discussions with clients for improvements to the Onsite Education program.
• Assisting with management of internal and client projects for the ad hoc education team.
• Delivering in-person workshops, webinars, and pre-recorded videos as needed.
• Becoming a subject matter expert for all financial services products and core lines of business offered through Alight.

Requirements

• Minimum of 7 years in the financial services/retirement benefits industry.
• Have experience in delivering financial education workshops to individuals or employees.
• Have experience in a financial call center and excellent in-person presentation skills will be considered.
• Have experience managing a team of licensed representatives.
• Demonstrate proficiency in managing/coaching others (3 years).
• Have experience handling escalations and complaints (2 years).
• Series 6/7 and 65/66 securities licenses required.
• Series 24 required within 6 months of hire.
• Prior project management and organizational skills required.
• Display 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.

Alight requires all virtual interviews to be conducted on video.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible.  Alight has been a leader in the flexible