Retirement Counselor Team Manager - Virtual

Join Our Team

At Alight, we believe a company's success starts with its people. We Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight." We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.

With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization.

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" 6 years in a row.

Thanks to the work of every colleague, Alight has received multiple awards of recognition including "Great Place to Work" for the past 7 years and Fortune's "Best Companies to Work For."

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

• Overseeing and developing a team of Retirement Counselors.
• Creating supervisory procedures for retirement and distribution team 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 7 and 66 securities licenses. Series 9/10 or 24 must be acquired within 6 months.
• 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.
• Have ability to speak Spanish is highly recommended.

Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.

Our Commitment to 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.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact View email address on click.appcast.io.

Equal Opportunity 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 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 reasonable accommodations/modifications by contacting their 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.

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

Salary Pay Range

Minimum: 70,000.00 USD

Maximum: 90,000.00 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: Wellbeing and Benefits Selector Page - Alight

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.