Senior Manager, Financial Advisory Strategy – Operations

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Assist in the ongoing delivery, product innovation, and strategic objectives of Alight Financial Advisors.

• Develop and sustain comprehensive project plans for strategic, operational, product, regulatory, partner, and client initiatives.

• Convert leadership directives and intricate business requirements into actionable workstreams, meeting schedules, decision points, and feasible next steps.

• Oversee simultaneous priorities, identify constraints, and escalate issues that necessitate leadership intervention.

• Create status updates, leadership presentations, decision materials, meeting agendas, and action summaries.

• Facilitate implementation-readiness activities and transitions from strategy or contracting to ongoing delivery.

• Present information to internal leadership, external partners, and clients.

• Support AFA's everyday operational rhythm, operating reviews, issue tracking, and cross-functional follow-up.

• Document and refine operating procedures, controls, and transitions.

• Gather information for work agreements, budgets, vendor activities, invoice or fee assessments, and management reporting.

• Maintain source materials, version control, and essential business documents.

• Collaborate with sub-advisors, recordkeeping teams, Legal, Compliance, Finance, Product, Technology, Sales, Client Management, and other stakeholders.

• Monitor investment management agreements, statements of work, amendments, fee disclosures, participant terms, and regulatory disclosures.

• Improve engagement and awareness materials across digital, email, and print channels.

• Assist Sales and Client Teams with acquiring new logos, renewals, retention, and expansion initiatives.

• Identify process bottlenecks, manual tasks, unclear transitions, and reporting deficiencies, and propose enhancements.

• Create reusable templates, playbooks, trackers, and standardized work processes.

• Utilize authorized collaboration and workflow tools while adhering to information-security and records-management protocols.

• Foster ownership, constructive challenge, collaboration, and a culture of continuous learning.

⛳️ Requirements

• Capability to manage complex and changing workstreams, establish structure in uncertain situations, and drive completion through influence rather than formal authority.

• Exceptional written and verbal communication skills, including the ability to synthesize complex information into executive summaries, decision materials, and action plans.

• Background in business operations, project management, consulting, financial services, retirement services, investment operations, or another regulated field.

• Strong attention to detail, organizational discipline, sound judgment, and consistent follow-through.

• Experience coordinating among business, client, product, technology, finance, legal, compliance, and/or external partner teams.

• Advanced proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Teams, SharePoint, or similar tools.

• Ability to handle confidential information while adhering to established approval, risk, compliance, and records-management processes.

• Bachelor’s degree or equivalent relevant professional experience.

• Knowledge of defined contribution plans, participant advice or managed accounts, registered investment advisers, fiduciary services, or wealth-management operations.

• Experience with contracts, investment-management agreements, regulatory disclosures, client implementations, RFPs, or managing vendor and sub-advisor relationships.

• Familiarity with project and workflow tools such as Smartsheet, Microsoft Planner, Jira, or equivalent platforms.

• Project-management certification or training, such as PMP, CAPM, or Agile, or equivalent applied experience.

• Relevant financial services credentials, licenses, or coursework.

• Must possess work authorization that does not currently or will not in the future require visa sponsorship in the United States.

🏝️ Benefits

• Health, dental, and vision coverage starting on Day One.

• Wellbeing programs.

• Retirement plans with contribution matching.

• Generous time off.

• Parental leave.

• Continuing education opportunities.

• Career advancement prospects.

• Flexible working arrangements wherever feasible.

• Competitive total rewards package.

• Background-check process and reasonable accommodations for applicants with disabilities.