Retirement Center of Excellence Team Manager- (Virtual US) at Alight Solutions LLC | The Muse (2024)

It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.

With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.

Learn more at careers.alight.com.

About the Role

Lead a team of Retirement Counselors responsible for providing retirement account and distribution support as well as supporting overall financial education counseling.

Responsibilities

  • The position involves creating supervisory procedures for Retirement and Distribution COE and ensuring regulatory policy adherence. It also includes overseeing client interactions to ensure compliance.
  • Serving as escalation point and liaison between the sub-advisor, Clearing agent, corporate clients, and members.
  • Developing and implementing comprehensive measurement and reporting systems to ensure the highest levels of customer satisfaction.
  • Developing, maintaining, and reviewing a comprehensive measurement of Retirement Counselor performance goals.
  • Managing and continuously improving client service delivery and processes.
  • Servicing participants by taking inbound and making outbound calls as needed for escalations and other situations.

Requirements

  • Have experience in financial services/retirement plan benefits arena (7 years).
  • Have Series 6 or 7 and 65 or 66 securities licenses required. Series 9/10 or 24 and CFP highly recommended.
  • Have advanced knowledge of mutual funds, ETFs and employer sponsored retirement plans.
  • Have proficiency in managing/coaching others (3 years) in a Call Center environment.
  • Have intermediate compliance, regulatory and legislative knowledge in investment advice and overall financial management.
  • Have experience with creating and maintaining audit and compliance procedures (2 years).
  • Have intermediate knowledge of Managed & self-directed accounts, and the Delivery Model and the market that it's delivered into.
  • • H ave ability to speak Spanish is highly recommended.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and "Top 100 Company for Remote Jobs" 5 years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options.

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 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. You will be notified during the hiring process which checks are required by the position.

Our commitment to Diversity and Inclusion

Alight is committed to diversity, equity, and inclusion. We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

Diversity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone 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 or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in the employment of qualified minorities, women, disabled persons, disabled veterans and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict 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 Alight business units.

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

Salary Pay Range

Minimum :
65,600 USD
Maximum :
104,100 USD

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: https://bit.ly/Alight_Benefits

DISCLAIMER:

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 Alight business units.

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.

Retirement Center of Excellence Team Manager- (Virtual US) at Alight Solutions LLC | The Muse (2024)

FAQs

What is the phone number for alight retirement? ›

1-800-350-1470 (TTY 711)

Who is Alight Solutions BPS? ›

Alight Solutions LLC is a cloud-based provider of integrated digital human capital and business solutions. The Company uses proprietary AI and data analytics to optimize business process as a service (BPaaS) to deliver outcomes for employees and employers across a comprehensive portfolio of services.

How do I check my retirement status? ›

a my Social Security account. my Social Security account. On the My Home page scroll down to the Your Benefit Applications section and select View Details under the More Info heading. View your application status in the Current Status section.

How do I withdraw from my 401k from Alight? ›

Alight will most likely distribute your 401(k) funds directly to you by paper check, using the mailing address they have on file for your account. Once you get the check, it's then up to you to deposit that check with your new IRA provider.

How do I call alight customer service? ›

Contact us at 224-737-7000 Monday to Friday from 9 a.m. to 5 p.m. CST for assistance.

Who do I talk to to plan for retirement? ›

Talk to your employer, your bank, your union, or a financial adviser. Ask questions and make sure you understand the answers. Get practical advice and act now.

How do I access my retirement account? ›

How do you withdraw money from a 401(k) when you retire? You have to contact your plan's administrator to withdraw funds. Some companies provide detailed information about how withdrawals work, but you can also reach out to human resources.

How do I check my ysa balance? ›

Checking Your Spending Account (YSA) Balance 1) Go to retiree.aon.com/USG. 2) Click on the Log In link located at the top right corner of your screen. (Note: If you do not have an account, follow the onscreen instructions to Activate Your Account.) 3) Enter your Username and Password.

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