Edelman Financial Engines

Develop and execute enterprise-level strategic communications and PR strategies, elevate executive visibility, and manage media relations. | Over 10 years of progressive PR and corporate communications experience, with strong media relations, message development, and reputation management skills. | Senior Director: Corporate Communications and PR (Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. We’re seeking a Senior Director, Corporate Communications & PR. This role is central to elevating our brand, protecting and enhancing our corporate reputation, and advancing broader awareness of a market-leading, client-centric firm entering an exciting new chapter. As a senior member of the Brand and Corporate Communications teams, you’ll craft clear, compelling narratives that honor our legacy, highlight our innovation, and instill confidence during the moments that matter. You’ll partner closely with executives and subject matter experts across the organization to deliver proactive, creative, and integrated communications that support growth, strengthen trust, and extend our reach to new audiences. You’ll bring strategic rigor, editorial excellence, sound judgement, and an agile, collaborative approach, to shape how the world understands who we are today — and where we’re headed. Responsibilities: • Develop and oversee enterprise-level strategic communications and PR strategies that translate business priorities into impactful narratives, support growth objectives, and protect and advance the firm’s reputation. • Lead communications around strategic developments and corporate announcements, shaping narratives that reinforce the firm’s position, strategy, and long-term value to clients, partners, and stakeholders. • Counsel and collaborate with senior leaders and cross-functional partners to ensure corporate communications efforts are timely, relevant, and risk-aware. • Elevate executive visibility, developing platforms and thought leadership that strengthen the firm’s perspective and reinforce its industry leadership. • Serve as senior media relations strategist and spokesperson, cultivating key journalist relationships, representing the firm in media interactions, preparing executives for public and press engagements, and advancing a strong, credible market presence and drive high-impact coverage. • Support crisis and issues communications, supporting rapid response, advising senior executives, and ensuring consistent, risk-smart communications during sensitive and evolving situations. • Measure performance and drive continuous improvement, using analytics, media insights, and stakeholder feedback to optimize PR programs and enhance awareness, sentiment, and reputation. Requirements: • 10+ years of progressive PR and corporate communications experience, with a blend of in-house and agency roles; financial services, consumer finance, and/or wealth/asset management experience strongly preferred. • Extensive and hands-on experience in media relations, message development, and corporate reputation management, spokesperson experience strongly preferred. • Compelling and persuasive written and verbal communication skills. • An agile, creative, and strategic approach to work, problem-solving, and stakeholder engagement. • Proven ability to deliver results under pressure in a fast-paced environment. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $155,000 - $207,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.

Develop and execute enterprise-level strategic communications and PR strategies to support growth, protect reputation, and elevate executive visibility. | Over 10 years of progressive PR and corporate communications experience, including media relations, message development, and reputation management, preferably in financial services or wealth management. | Senior Director: Corporate Communications and PR (Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. We’re seeking a Senior Director, Corporate Communications & PR. This role is central to elevating our brand, protecting and enhancing our corporate reputation, and advancing broader awareness of a market-leading, client-centric firm entering an exciting new chapter. As a senior member of the Brand and Corporate Communications teams, you’ll craft clear, compelling narratives that honor our legacy, highlight our innovation, and instill confidence during the moments that matter. You’ll partner closely with executives and subject matter experts across the organization to deliver proactive, creative, and integrated communications that support growth, strengthen trust, and extend our reach to new audiences. You’ll bring strategic rigor, editorial excellence, sound judgement, and an agile, collaborative approach, to shape how the world understands who we are today — and where we’re headed. Responsibilities: Develop and oversee enterprise-level strategic communications and PR strategies that translate business priorities into impactful narratives, support growth objectives, and protect and advance the firm’s reputation. Lead communications around strategic developments and corporate announcements, shaping narratives that reinforce the firm’s position, strategy, and long-term value to clients, partners, and stakeholders. Counsel and collaborate with senior leaders and cross-functional partners to ensure corporate communications efforts are timely, relevant, and risk-aware. Elevate executive visibility, developing platforms and thought leadership that strengthen the firm’s perspective and reinforce its industry leadership. Serve as senior media relations strategist and spokesperson, cultivating key journalist relationships, representing the firm in media interactions, preparing executives for public and press engagements, and advancing a strong, credible market presence and drive high-impact coverage. Support crisis and issues communications, supporting rapid response, advising senior executives, and ensuring consistent, risk-smart communications during sensitive and evolving situations. Measure performance and drive continuous improvement, using analytics, media insights, and stakeholder feedback to optimize PR programs and enhance awareness, sentiment, and reputation. Requirements: 10+ years of progressive PR and corporate communications experience, with a blend of in-house and agency roles; financial services, consumer finance, and/or wealth/asset management experience strongly preferred. Extensive and hands-on experience in media relations, message development, and corporate reputation management, spokesperson experience strongly preferred. Compelling and persuasive written and verbal communication skills. An agile, creative, and strategic approach to work, problem-solving, and stakeholder engagement. Proven ability to deliver results under pressure in a fast-paced environment. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $155,000 - $207,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.

Develop and execute strategic communications plans, serve as media relations strategist, and measure program performance. | 8+ years in PR and corporate communications, media relations experience, persuasive communication skills, and ability to deliver results in a fast-paced environment. | Director: Consumer PR and External Communications (Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. We’re seeking a Director, Consumer PR and External Communications, to play a critical role in elevating brand awareness and increasing visibility in an increasingly dynamic and competitive financial landscape. As part of the Brand and Corporate Communications teams, you will tell our story with clarity, humanity, and relevance to the financial conversations that matter most. This role requires a creative, strategic, and enterprising communicator who understands the pulse of the media environment and anticipates how public narratives take shape. You’ll ensure we reach consumers where they are, strengthening our presence across established and emerging platforms. You’ll ensure we are cognizant of and connect with people’s inherent financial values, priorities, and concerns, linking our strategy, purpose, and expertise to the needs of the audiences we serve. You’ll bring editorial excellence, sound judgement, and an agile, collaborative approach, to shape how the world understands who we are today – and where we’re headed. Responsibilities: Develop and execute high-impact and strategic communications and media relations plans for consumer audiences to build and advance brand awareness, visibility, and credibility. Translate business priorities and complex financial topics and insights into compelling and approachable narratives that resonate with consumers, clients, partners, and the broader marketplace. Serve as media relations strategist and spokesperson, cultivating relationships with personal finance reporters, business/market journalists, economic correspondents, new media voices, and broadcast producers to drive high-impact coverage. Partner with and guide PR agencies, coordinating strategy, elevating execution, and ensuring agency output aligns with corporate priorities, brand standards, and measurable performance goals. Measure performance and drive continuous improvement, using analytics, media insights, and stakeholder feedback to optimize PR programs and enhance awareness, sentiment, and reputation. Requirements: 8+ years of progressive PR and corporate communications experience, with a blend of in-house and agency roles; financial services, consumer finance, and/or wealth/asset management experience strongly preferred. Hands-on experience in media relations and message development; spokesperson experience strongly preferred. Compelling and persuasive written and verbal communication skills. An agile, creative, and strategic approach to work, problem-solving, and stakeholder engagement. Proven ability to deliver results under pressure in a fast-paced environment. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $136,000 - $181,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.

As an Associate Financial Planner, you will assist Financial Planners in ensuring client satisfaction while adhering to regulatory requirements. Responsibilities include performing financial planning analyses, preparing client meeting materials, and maintaining client relationships. | Candidates should have 1-3+ years of experience in the financial services industry, preferably in a broker/dealer or registered investment advisor environment. A Bachelor's degree in business or finance is required, along with a FINRA Series 65 certification; a Certified Financial Planner designation is preferred. | Associate Financial Planner (Birmingham) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. Responsibilities: Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis Prepares presentations, research, and supporting materials for client meetings and reviews. Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities. Provides and supervises reports including minimum distributions, performance, billing, insurance policies, and tax consequences. Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals. Provides high-level contact with clients crafted to maintain and improve the client relationship. Maintains a proven understanding of the industry, products, and trends. Requirements: 1-3+ years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment. FINRA Series 65 Required. Bachelor’s degree in business or finance; or equivalent proven experience. Certified Financial Planner designation preferred. Financial Services & insurance sales experience preferred. Good understanding of finance and investment markets/securities Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities. Ability to prioritize and address multiple projects and meet deadlines is crucial. Strong interpersonal, verbal, and written communication skills Detailed knowledge of MS Outlook, Word, and Excel is a must. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $76,000 - $102,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.

As Chief of Staff to the Marketing team, you will lead critical initiatives and serve as a trusted advisor to the CMO. You will help shape the future of the business and ensure effective communication and decision-making within the organization. | Candidates should have over 10 years of experience in marketing with a proven track record in strategic roles. Strong leadership, communication, and organizational skills are essential, along with the ability to foster high-performing teams. | Chief of Staff, Marketing (Remote, Nationwide) Chief of Staff, Marketing At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As Chief of Staff to the Marketing team, you’ll play a central role in the transformation of Edelman Financial Engines’ Marketing organization and Go-to-Market (GTM) strategy. You’ll help lead critical initiatives across the team and serve as a trusted advisor to the CMO, ensuring that priorities are clear, communication flows efficiently, and decisions get made effectively. This is a chance to have broad business impact and help shape the future of the business, the brand, and the team at a pivotal moment for our organization. In this role, you’ll extend the reach of the CMO, acting as a strategic partner and connector. Some days that means representing the CMO in important meetings; other days it means helping navigate organizational changes, building team culture, or driving integration processes with product. You’ll bring a combination of business sense, problem-solving skills, and people leadership to anticipate challenges and keep the organization moving forward. We’re looking for someone who thrives at connecting the dots: a connector, an organized and detail-oriented roll-up-your-sleeves operator, and a team builder all in one. If you want to apply your marketing expertise and leadership skills to drive impact at scale, this role may be right for you. Responsibilities: Strategic Leadership & Advisory Serve as a thought partner and trusted advisor to the CMO and marketing leadership team. Provide insights and recommendations on key business decisions; help develop and implement critical initiatives that align leaders and functions to shared goals. Coordinate and prioritize critical issues and information for the CMO to facilitate effective decision-making; conduct weekly debriefs on key items. Represent the CMO in select meetings, ensuring alignment of messaging and direction. Organizational Design & Change Management Actively participate in organizational design and change management efforts, ensuring the team is supported through transitions. Partner with HR to maintain scalable onboarding processes for new hires that promote consistent integration into the team. Support top-talent development by building processes for career growth and progression. Drive integration of new structures, tools, and processes to improve efficiency. Team Effectiveness & Culture Build and lead the marketing engagement model: establish meeting cadences and alignment processes that encourage accountability and effectiveness. Partner with the CMO and other key team members to align on performance indicators and track progress against goals. Develop and lead team rituals that strengthen culture, collaboration, and performance. Foster cross-functional collaboration, serving as a bridge between executives and the Marketing organization. Operational Excellence & Communication Oversee the department budget, orchestrating trade-off decision making conversations and participating in the annual planning and forecasting process. Support preparation of executive-level materials such as board updates, leadership presentations, and communications that articulate the marketing vision and priorities. Identify and address operational gaps, improving processes that enable the team to work more effectively. Ensure visibility of priorities, progress, and outcomes across the organization. Requirements 10+ years in marketing Proven track record in strategic roles requiring cross-functional influence and organizational leadership Ability to foster high-performing, connected teams. Strong influence and partnership skills; proven ability to align people and functions toward shared goals and “see around corners” Demonstrated ability to drive accountability and execution at pace Exceptional leadership, communication, and organizational skills Highest level of integrity and sound judgment; trusted, credible, and non-political Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $138,900 - $220,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.