Director - Direct Mail Channel Strategy (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.

The Director of Direct Mail Channel Strategy is a senior leader within the Marketing Operations team, responsible for overseeing the strategic planning, execution, and optimization of all print production initiatives at Edelman Financial Engines. This role ensures the seamless delivery of high-quality print materials that support brand consistency, improves client engagement, and marketing effectiveness across all channels.

Responsibilities:

Lead Print Production Strategy: Develop and execute a comprehensive print production strategy that aligns with marketing goals and brand standards. Oversee the end-to-end production process for brochures, direct mail, event materials, and other print assets.

Optimize Print Operations: Identify opportunities to streamline workflows, reduce costs, and improve turnaround times. Implement best practices in vendor management, print sourcing, and quality control.

Cross-Functional Collaboration: Partner with Creative, Compliance, Product Marketing, and external vendors to ensure timely and accurate delivery of print materials. Act as the central point of contact for all print-related initiatives.

Data-Driven Planning: Leverage campaign performance data and audience insights to inform print strategy through testing design, targeting, and distribution. Utilize measurement strategy to continuously refine print tactics to maximize ROI and engagement.

Sustainability and Innovation: Champion sustainable printing practices and explore innovative formats and technologies to enhance the impact of print communications.

Budget and Vendor Management: Manage print production budgets, negotiate vendor contracts, and ensure cost-effective execution without compromising quality.

Requirements:

10+ years of experience in print production, marketing operations, or related fields, with a strong background in strategic planning and execution.

Proven expertise in managing large-scale print campaigns, including direct mail and collateral development.

Deep understanding of print production processes, materials, timelines, and vendor management.

Strong analytical skills with the ability to connect print performance metrics to business outcomes.

Excellent communicator with the ability to collaborate across creative, marketing, and operations teams.

Highly organized, detail-oriented, and capable of managing multiple projects simultaneously under tight deadlines.

Experience in the financial services industry and familiarity with compliance requirements is preferred.

Proficiency of Variable Data Print solutions like XMPie and integration with Adobe solutions is a plus.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $102,100 - $136,100. 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. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)¹, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets². 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.

© 2026 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. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

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 [email protected].

¹ The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 

² Edelman Financial Engines data, as of September 30, 2025.

Director of Direct Mail Channel Strategy (Remote)

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