Wealth Portfolio Leader

Posted 7 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
140K-170K Annually
Mid level
Cloud • HR Tech • Information Technology
The Role
The role manages a portfolio of large Wealth clients, ensuring client satisfaction and operational performance, while driving financial outcomes and growth opportunities.
Summary Generated by Built In

Our story

At Alight, we believe a company’s success starts with its people. At our core, 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.

Our Benefits

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.

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” 6 years in a row.

Great Place to Work

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.” To learn more about our company culture and awards Click Here.

If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be Alight – We invite you to join our team!  Learn more at careers.alight.com

About the Role

This role manages a portfolio of large, complex Wealth clients and is accountable for client satisfaction, operational performance, and financial outcomes across the portfolio. The role ensures Alight delivers the right solutions, talent, and governance aligned to each client’s business strategy—driving retention, stability, and growth.

Responsibilities

  • Owning end-to-end delivery health for assigned Wealth DB clients (DC, HW, and adjacent services).
  • Serving as the senior escalation point for complex client, operational, and participant issues.
  • Maintaining executive-level relationships and ensures Alight brings thought leadership and innovation to clients.
  • Overseeing operational performance, including SLA adherence, risk management, and remediation. Embedding coaching moments (case reviews, call preparation, project reviews) to elevate delivery quality.
  • Leading portfolio-level governance routines (ops health, risks, demand, improvements, and trend actions).
  • Partnering across Technology, Customer Care, Operations, and Shared Services to ensure cohesive delivery.
  • Owning financial performance across the portfolio, including margin protection and forecast accuracy.
  • Identifying opportunities to reduce cost-to-serve, improve efficiency, and drive in-year value. Also, identifying and mitigates delivery risks before they impact clients.
  • Partnering with Renewal Executives and Client Leaders to surface growth opportunities driven by delivery signals.
  • Leading resolution of high-severity escalations and unique participant situations.
  • Ensuring escalation prevention through methodical use of data, trend analysis, and governance.
  • Providing leadership and coaching to Client Leaders and Client Managers within the portfolio. Fostering a culture of accountability, ownership, responsiveness, and continuous improvement.

Requirements

  • Possess Deep Wealth (DB) domain expertise (pension administration, customer care, and technology integration).
  • Demonstrate strong business and financial acumen with portfolio-level accountability.
  • Possess executive presence with the ability to influence across clients and internal stakeholders.
  • Demonstrate experience managing complex, multi-client environments and escalations.

Application and Interview

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.

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 [email protected].

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.

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 :

140,000.00 USD

Maximum :

170,000.00 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.

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.

Alight Solutions Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Alight Solutions and has not been reviewed or approved by Alight Solutions.

  • Leave & Time Off Breadth Leave offerings are described as generous, including multiple vacation weeks alongside wellness days, floating holidays, and paid holidays. Time-off flexibility is frequently positioned as a meaningful part of the overall rewards package.
  • Retirement Support Retirement benefits are framed as a notable strength, anchored by a 401(k) match structure and an additional retirement account contribution once eligible. Day-one participation and the employer contribution design are presented as differentiators versus many entry-level packages.
  • Wellbeing & Lifestyle Benefits Wellbeing perks are positioned as a real addition to total rewards, including dedicated wellness days and mental health support such as premium access to Calm. Remote-work enablement is also reinforced through company-provided equipment, which reduces out-of-pocket setup costs.

Alight Solutions Insights

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The Company
HQ: Lincolnshire, IL
11,899 Employees
Year Founded: 2017

What We Do

Alight is a leading cloud-based human capital technology and services provider that powers confident health, wealth and wellbeing decisions for 36 million people and dependents. Our Alight Worklife® platform combines data and analytics with a simple, seamless user experience. Supported by our global delivery capabilities, Alight Worklife is transforming the employee experience for people around the world. With personalized, data-driven health, wealth, pay and wellbeing insights, Alight brings people the security of better outcomes and peace of mind throughout life’s big moments and most important decisions. Learn how Alight unlocks growth for organizations of all sizes at alight.com.

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