Project Manager, Financial Advisory & Education

Project Manager, Financial Advisory & Education

Remote (U.S.)

About BrightPlan

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. Our platform combines digital tools, human financial advisors, and AI-powered coaching to help employees make better financial decisions and improve outcomes.

We are a remote-first SaaS company building practical, scalable solutions for enterprise clients around the world. Our team values accountability, curiosity, thoughtful execution, and continuous learning.

About the Role

We are seeking a highly organized, detail-oriented, and self-driven Project Manager to join our Financial Advisory & Education team within the Global Advisor Network.

This role is responsible for executing and coordinating key initiatives across financial education, advisor network operations, and AI-enabled programs. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

This is a high-impact, execution-focused role that supports a globally distributed team and requires strong ownership, precision, and proactive communication. You will work closely with the VP, Global, and partner with teams across our Advisor Network, Education, Customer Success, and AI to drive operational excellence and continuous improvement.

What You’ll Do

• Coordinate cross-functional initiatives across Financial Advisory, Education, Customer Success, and AI teams to ensure timely and accurate execution of key programs
  
  

• Manage committee operations, including agenda planning, meeting facilitation, documentation, and follow-up for recurring cross-functional forums (e.g., financial planning and AI initiatives)
  
  

• Own project tracking and accountability, ensuring tasks are clearly assigned, deadlines are met, and progress is communicated to stakeholders
  
  

• Oversee global education content workflows, including distribution, tracking, and completion of content reviews and updates across multiple international markets
  
  

• Support advisor network operations, including onboarding coordination, system setup (e.g., Salesforce, Calendly), and ongoing administrative support
  
  

• Coordinate webinar execution, including scheduling, logistics, stakeholder communication, and readiness across presenters and internal teams
  
  

• Identify and implement workflow improvements by leveraging project management tools and AI to increase efficiency, visibility, and scalability of operations
  
  

What We’re Looking For

Required Qualifications

• 5 years of project management experience, preferably in financial services, fintech, or HR technology
  
  

• Proven ability to manage complex, cross-functional projects across multiple teams and stakeholders
  
  

• Exceptional attention to detail and a commitment to high-quality execution
  
  

• Strong written and verbal communication skills, with the ability to communicate clearly in a fully remote environment
  
  

• High degree of ownership and autonomy, with the ability to manage competing priorities and drive work forward independently
  
  

• Proficiency with project management tools (e.g., Asana) and Google Workspace
  
  

• Experience working with globally distributed teams
  
  

Preferred Qualifications

• Experience in financial wellness, wealth management, or related financial services industries
  
  

• Familiarity with Salesforce, Calendly, or similar operational tools
  
  

• Experience facilitating cross-functional meetings and managing recurring workflows or committees
  
  

• Exposure to AI-enabled products, workflows, or knowledge management systems
  
  

• Experience supporting global content operations, localization, or review processes
  
  

• Experience working with advisor or partner networks
  
  

Why Join BrightPlan

At BrightPlan, we believe financial well-being is a right, not a privilege. You’ll join a mission-driven team working to improve financial lives at scale across the globe.

This role offers high visibility, cross-functional collaboration, and the opportunity to build and improve systems that drive meaningful impact.

Compensation

The estimated base annual salary range for this role is $105,000 – $120,000. Final compensation will be determined based on experience, qualifications, skills, and internal equity.

This role is also eligible for an annual performance bonus, equity participation, and a comprehensive benefits package.

Location

This is a fully remote position. To work at BrightPlan, you must live and work in the United States and be eligible for employment by any employer in the U.S. You must have a dedicated workspace and reliable internet service.

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the location where this position may be filled.

BrightPlan is proud to be an equal opportunity employer and to consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.

At BrightPlan, base salary is determined by job-related experience, education/training, related job skills, residence location, as well as market indicators. Pursuant to state and local pay disclosure requirements, the base pay range for this role is listed above.

This position is eligible for BrightPlan's standard benefits offering, including medical/dental/vision, 401(k) with company contribution, annual performance bonus, life insurance, paid time off, and other benefits in accordance with applicable plan documents. This benefits information is based on BrightPlan's good faith estimate as of the date of publication and may be modified in the future.

BrightPlan is not accepting agency referrals; only direct applicants will be considered.

Salary : $105,000 - $120,000