Lead the tone and storytelling expression of the brand across all touchpoints while partnering with art directors to create integrated campaigns. Mentor and coach writers to elevate their craft and ensure a unified creative vision across all channels.
Design and execute multi-channel marketing programs to drive advisor engagement and employee planning growth. Analyze performance data to optimize marketing effectiveness and translate audience insights into relevant messaging and positioning.
The Director of Estate Planning serves as the primary client-facing resource, partnering with financial planners to deliver education and strategy consultations on complex wealth transfer and succession planning. They are also responsible for resolving planner consultations, reviewing estate documents, and driving the adoption of estate planning technology across the firm.
The Emerging Investor Financial Planner provides personalized financial planning services and advice to help clients achieve their financial goals. They are responsible for attracting new clients, managing portfolios, and ensuring high-quality relationship management through virtual and phone interactions.
The Senior Manager will lead financial planning, analysis, and investor relations by transforming complex data into actionable business narratives. They will coordinate cross-functional initiatives and support interactions with external stakeholders including lenders and ratings agencies.
The Lifecycle Marketing Specialist will develop, execute, and optimize multi-channel marketing programs to support the growth of the Wealth Planning business. Responsibilities include coding responsive emails, configuring lifecycle journeys, and collaborating with cross-functional teams to improve campaign performance.
Engage clients through marketing campaigns and outreach to identify financial needs and present appropriate investment solutions. Educate clients on financial, investment, and retirement planning strategies while maintaining high levels of trust and service.
This is a general application for candidates interested in joining the Edelman Financial Engines team. Applicants will be considered for future roles that align with their experience and career goals.
The Senior Provider Manager serves as the primary point of contact for sub-advised provider partners, managing day-to-day relationships and client initiatives. They are responsible for driving service enhancements, executing relationship strategies, and ensuring alignment with organizational objectives.
The associate will own the strategy and content creation for sales enablement, including pitch decks and RFP responses to support the sales team. They will also partner with internal stakeholders to develop multi-channel engagement content that reinforces the company's value proposition to large employer clients.
Engage clients through outreach programs to provide financial strategies and increase asset retention. Educate clients on investment, debt management, and retirement planning to help them achieve their financial goals.
Conduct inbound bilingual calls to review financial goals and provide consultative mentorship to help clients achieve their personal financial objectives. Focus on meeting performance targets for opportunity generation, client enrollment, and asset retention.
Conduct inbound calls to uncover client financial needs and provide consultative mentorship to help them achieve personal financial goals. Manage engagement center metrics including opportunity generation, client enrollment, and retention.
Provide objective, fee-based financial advice through a needs-based discovery process for prospective clients. Develop and present compelling financial recommendations to help clients meet their long-term goals.
