Financial Education Project Manager - (Virtual US) jobs in United States
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Strada ยท 1 month ago

Financial Education Project Manager - (Virtual US)

positionUS-IL-Illinois-Virtual
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$66K/yr - $110K/yr
date5+ years exp

Alight is a company that believes success starts with its people and is committed to fostering an inclusive environment. The Financial Education Project Manager will oversee financial education projects, ensuring successful and timely delivery while assisting in the creation of solutions for clients and prospects.

AdviceBookkeeping and PayrollBusiness DevelopmentConsulting
badNo H1Bnote

Responsibilities

Creating and maintaining a centralized database for workshop materials
Delivering in-person workshops and online webinars including audience Q&A
Connecting with business leaders across our services to understand changes to the industry, trends, and client feedback
Becoming a subject matter expert for all financial services products and core lines of business offered

Qualification

Financial planningClient managementProject managementSeries 6Microsoft OfficePublic speakingTeam collaborationDetail-oriented

Required

Have a Bachelor's or equivalent experience
Have a Series 6 or 7 and 65 or 66
Have experience in financial planning or advisory services in participant facing capabilities
Defined contribution and/or defined benefit plan experience
Have experience delivering seminars/training and comfortable speaking in front of small and large groups of people
5 years of project management and client management experience
Have ability to understand and communicate detailed plan provisions and documents
Have CRPC or CFP or the ability to acquire CRPC or CFP designation within 90 days of employment
Have Microsoft Office experience, especially PowerPoint and Excel
Able to travel up to 15%

Benefits

Health coverage options
Wellbeing and support programs
Retirement
Vacation and sick leave
Maternity, paternity & adoption leave
Continuing education and training
Several voluntary benefit options

Company

Strada

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Strada is a payroll and tech company that offers workforce management with cloud solutions and services for multinational organizations.
dateFounded in 2018
location
The Woodlands, Texas, USA
people-size5001-10000 employees
web-link
https://stradaglobal.com

Funding

Current Stage
Late Stage

Leadership Team

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Colin Brennan
Chief Executive Officer
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Gautam Mekala
Chief Information Officer
Company data provided by crunchbase