Sr. Director, Retirement Services (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.
As a Senior Director on the Retirement Services team, you’ll report to the Vice President of Retirement Services. You will serve in a player‑coach role, leading the Retirement Plan Advisor team. In your role you will manage a book of business and territory and, collectively with your team, be responsible for managing existing plan relationships, generating new business, increase spheres of influence and manage day-to-day lead flow and asset generating activities in the small retirement plan market.
We are looking for someone who is highly experienced in the small plan retirement market, is a strong leader and has excellent organizational, presentation, communication and follow-through skills. If you are an individual with a strong background working with qualified plans such as 401k/Profit Sharing, New Comparability, Cross-tested and Cash Balance Pension Plans who can work in a team environment and understands the small business retirement plans marketplace, this may be the opportunity for you!
- Must be knowledgeable in investment management and work with qualified plans such as 401k, Cash Balance Pension Plans, Profit-sharing plans, etc.
- Must be knowledgeable in applicable laws and standard methodologies in retirement plans
- Excellent organizational, presentation, communication and follow-through skills
- Excellent interpersonal skills, as vital to work effectively with staff at all levels
- Ability to be an active team participant
- Minimum 15 years of experience in the retirement plans industry and prior leadership in similar role required
- Good understanding of Retirement Plans, Recordkeepers, payroll providers and Third-Party Administrators
- Bachelor's degree preferred, or equivalent industry experience
- Series 65 required
- CRPC/CRPS preferred
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $156,900 - 209,100. 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 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.
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