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.
The Lifecycle Marketing Manager will design and optimize multi-channel engagement journeys to drive growth, retention, and conversion across the customer lifecycle. This role involves leading testing strategies, reporting on performance metrics, and collaborating with cross-functional teams to enhance marketing effectiveness.
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.
Design and execute multi-channel marketing programs to drive advisor engagement and employee planning growth. Analyze performance data to optimize marketing effectiveness and collaborate with cross-functional teams to translate audience insights into actionable strategies.
Design and execute multi-channel marketing programs to drive advisor engagement and employee planning growth. Analyze performance metrics to optimize marketing effectiveness and collaborate with cross-functional teams to translate audience insights into actionable strategies.
The Senior Business Execution Strategist leads complex initiatives to align Technology, Product, and Investment Management teams with the company's operating model. This role acts as a bridge between vision and delivery by shaping priorities, managing cross-functional workstreams, and driving measurable outcomes.
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.
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.
Provide objective, fee-based financial advice and asset management to help clients achieve their long-term financial goals. Evaluate client situations to develop and present compelling recommendations while building positive, long-term relationships.
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.
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.
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.
