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 a Senior Communications Manager on the Workplace Communications team, you’ll play a pivotal role team in the implementation and measurement of engagement strategies for our advisor partner relationships designed to increase utilization of advisory services, improve participant financial well-being, and support EFE’s overall business goals.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this client-facing Senior Communications Manager role, we are seeking an experienced candidate who can manage more complex Advisor Partner and/or plan sponsor relationships with varied engagement challenges, support development of cross-sponsor programs and work effectively with a broad range of partners. If you love both the strategic opportunities and tactical responsibilities of effective communications programs and are passionate about getting results - this may be an opportunity for you!
Responsibilities:
- Lead communications resource for a diverse portfolio of strategic clients, responsible for creating, implementing and measuring multi-channel communications programs.
- Collaborate with Relationship Managers, Marketing partners and others on service team to identify areas of opportunity and drive strategic, revenue-producing initiatives
- Develop trusted and responsive relationships with our provider partners and as needed, direct sponsors, partnering to influence communications outcomes, presenting new programs to drive adoption, solve problems, address objections and stimulate growth
- Represent EFE’s communications and marketing strategic priorities via regular external client calls and/or presentations
- Develop expertise in core programs and processes, with a focus on driving optimization and improving efficiency
- Follow established processes for communication program setup, reporting, and documentation requirements.
- Act as an internal mentor, trainer and consultant resource with ideation and problem solving
Requirements:
- 8+ years financial services or communications experience; retirement industry experience preferred; people management experience welcomed
- Lead discovery discussions with advisor partners and/or sponsors with a consultative approach, overcome objections and influence communication outcomes
- Proven ability to drive successful communication programs that meet or exceed revenue and/or engagement goals
- Strong relationship-building, project management, and problem-solving skills, with strong attention to detail and commitment to follow-through
- Work effectively in a highly collaborative, interdependent team environment
- Excellent written, verbal, and presentation skills
- Expert at working in dynamic, fast-paced environments
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 - $111,400. 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. 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 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.
© 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.
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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.
