Alight Financial Advisors Senior Client Manager - Virtual

Overview

This role supports the Financial Services team by delivering innovative and effective solutions for clients and their employees. The Senior Client Manager is responsible for overall management and delivery of participant advisory services products, including managed accounts, online advice solutions, financial planning, and overall financial wellbeing solutions for aligned clients.

Working with internal teams and vendor partners, this position facilitates service delivery that helps end users improve retirement readiness and overall financial wellbeing. Key focus areas include client service satisfaction, implementation of service enhancements, operations support, and financial management.

Responsibilities

• Consult with clients on service features, utilization, and participant engagement.
• Provide project leadership and management for service enhancements, plan changes, and regulatory impacts.
• Understand client/provider satisfaction requirements and serve as a customer advocate for client/provider needs.
• Present new product features and new products to current clients.
• Conduct testing of systems that support service delivery.
• Oversee client reporting and development of client-facing presentations.
• Develop and implement a strategy for each aligned client to market and grow utilization of services.
• Develop and maintain key client retention plans and profitability margins.
• Review and approve client invoices for services.
• Serve as a subject matter expert and represent Financial Services products in sales meetings.
• Partner with key internal and external partners to support service delivery.
• Coach and mentor junior-level team members; support and encourage peers.

Relationship Management

• Partner with vendor contacts and internal team members to drive delivery excellence.
• Provide proactive ongoing status updates to key internal stakeholders and vendor partners, identifying issues with clear actions and accountability for resolution.
• Facilitate effective meetings with clients, vendor partners, and internal team members: set objectives and agenda, manage logistics, document decisions/actions, and ensure open items are closed.

Requirements

• 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 of proficient client consulting skills, 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.
• Knowledge of compliance, regulatory, and legislative requirements.
• 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 multi-task and prioritize many competing tasks.
• Highly effective analytical and problem-solving skills.
• Proactive approach with a high degree of initiative and ownership.

Compensation & Benefits

• Salary Pay Range: Minimum $90,000.00 USD; Maximum $120,000.00 USD.
• Competitive total rewards package.
• Continuing education & training.
• Benefits include 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.

Work Authorization & Hiring Process

• Applicants must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country.
• Virtual interviews are conducted on video.
• If offered employment, employment is contingent upon successfully completing a background check consistent with 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, credit check, and/or drug test.
• Reasonable accommodations are available for the hiring process for persons with disabilities.

Equal Employment Opportunity

Equal Employment Opportunity employer. Does not discriminate 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.

Additional Note

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 business units.