Senior Manager, Financial Advisory Strategy – Operations

Job Description:

• Support the ongoing delivery, product development, and strategic priorities of Alight Financial Advisors
• Build and maintain integrated project plans for strategic, operational, product, regulatory, partner, and client initiatives
• Translate leadership direction and complex business needs into practical workstreams, meeting cadences, decision points, and executable next steps
• Monitor concurrent priorities, surface constraints, and escalate issues requiring leadership attention
• Prepare status updates, leadership briefings, decision materials, meeting agendas, and action summaries
• Coordinate implementation-readiness activities and transitions from strategy or contracting into ongoing delivery
• Present to internal leadership, external partners, and clients
• Support AFA’s day-to-day operating rhythm, operating reviews, issue tracking, and cross-functional follow-up
• Document and enhance operating procedures, controls, and handoffs
• Coordinate information for work agreements, budgets, vendor activity, invoice or fee reviews, and management reporting
• Maintain source materials, version control, and business-critical documents
• Collaborate with sub-advisors, recordkeeping teams, Legal, Compliance, Finance, Product, Technology, Sales, Client Management, and other partners
• Track investment management agreements, statements of work, amendments, fee disclosures, participant terms, and regulatory disclosures
• Enhance engagement and awareness materials across digital, email, and print channels
• Support Sales and Client Teams with new logo pursuits, renewals, retention, and expansion efforts
• Identify process friction, manual work, unclear handoffs, and reporting gaps and recommend improvements
• Develop reusable templates, playbooks, trackers, and standard work
• Use approved collaboration and workflow tools while following information-security and records-management requirements
• Promote ownership, thoughtful challenge, collaboration, and continuous learning

Requirements:

• Ability to manage complex and evolving workstreams, create structure in ambiguous situations, and drive completion through influence rather than formal authority
• Excellent written and verbal communication skills, including synthesis of complex information into executive updates, decision materials, and action plans
• Experience in business operations, project management, consulting, financial services, retirement services, investment operations, or another regulated environment
• Strong attention to detail, organizational discipline, judgment, and follow-through
• Experience coordinating across business, client, product, technology, finance, legal, compliance, and/or external partner teams
• Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint or comparable tools
• Ability to work with confidential information and within established approval, risk, compliance, and record-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 supporting contracts, investment-management agreements, regulatory disclosures, client implementations, RFPs, or vendor and sub-advisor relationships
• Experience with project and workflow tools such as Smartsheet, Microsoft Planner, Jira, or comparable platforms
• Project-management certification or training, such as PMP, CAPM, or Agile, or equivalent applied experience
• Relevant financial services credentials, licenses, or coursework
• Must have work authorization that does not now or in the future require visa sponsorship in the United States

Benefits:

• 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
• Flexible working arrangements wherever possible
• Competitive total rewards package
• Background-check process and reasonable accommodations for applicants with disabilities