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Financial Education Implementation/Delivery Lead- (Charlotte, NC)

Financial Education Implementation/Delivery Lead- (Charlotte, NC)

Requisition ID 
Job Locations 
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Benefits Service Delivery


Alight Solutions Is Looking For a Financial Education Implementation/Delivery Lead


As part of an industry-leading team, you will help drive results for our clients by delivering innovative and effective solutions as part of our Financial Advisory Services business group within Alight Solutions in Charlotte, NC 


Your Impact As A Financial Education Implementation/Delivery Lead


Job Responsibilities:


  • Assist the financial education team in the creation of solutions for clients and prospects
  • Provide sales support for financial education and our online education tool through the creation of sales presentations and follow ups from client meetings
  • Create and maintain a centralized database for workshop materials, tracking updates and feedback from sessions
  • Create and update base and custom seminar presentations and materials
  • Enthusiastically deliver in-person workshops and online webinars with the ability to field questions from audience/participant​s​
  • Coordinate with client and internal groups for requirements and timing of financial education and manage the overall implementation and team for a successful and timely delivery
  • Frequently connect with overall Business Leaders across Aon Hewitt’s services to understand changes to the industry, trends and client feedback
  • Maintain awareness of current industry for client solutions and opportunities
  • Become a subject matter expert for all financial services products and core lines of business offered through Aon Hewitt
  • Manage vendor relationships related to financial services products
  • Lead new implementations, ongoing client team requests and content for the financial education website



You Bring Knowledge and Expertise


Required Experience:


  • Series 7 and 66 required
  • Experience in financial planning or advisory services in participant facing capacity
  • Experience delivering seminars/training and comfortable speaking in front of small and large groups of people
  • Strong Microsoft Office experience, especially PowerPoint and Excel
  • 5 years project management experience
  • 5 years client management experience
  • Vendor relationship management experience preferred
  • Defined contribution and defined benefit plan experience preferred
  • Ability to understand and communicate detailed plan provisions and documents
  • Must be willing to travel up to 50%
  • Knowledge of website editing and development preferred


Preferred Experience


  • CRPC or CFP designation preferred (or willingness to obtain CRPC within 90 days of employment)



  • Bachelor's Degree or equivalent experience



We offer you

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


 Our Colleague Experience

At Alight Solutions, we are reimaging how people and organizations thrive. To deliver on this purpose, we do things differently. From company leaders to our newest colleagues, we all play a role in bringing our values to life. Every colleague shapes how Alight can become better, stronger and brighter – together. With technology as our catalyst and humanity at our core, we advance each day toward a better future in work and life.


 About Alight Solutions

As the leading provider of benefits administration and cloud-based HR and financial solutions, we enhance work and life through our service, technology and data. Our 22,000 colleagues across 14 global centers deliver an unrivaled consumer experience for our clients and their people. We are Alight. Reimagining how people and organizations thrive.

 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.

 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.


Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but limited to subsidiaries, partners, or purchasers of Alight business units.  



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