Communications Manager - Retirement/Financial Services

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Communications Manager on the Employee Planning Communications team, you’ll play a pivotal role as part of our client-facing teams 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 Communications Manager role, we are seeking a candidate who can work effectively with a broad range of partners, is passionate about getting results, and has shown success leading program management implementation. If you love both the strategic opportunities and tactical responsibilities of effective communications programs, and you are proactive, highly organized, have exceptional attention to detail, and enjoy a fast-paced environment, this may be an opportunity for you!

Responsibilities:

• Serve as the primary communication resource and program manager for a diverse portfolio of clients, each with unique needs.
• Create, implement and measure customized, multi-channel communication program strategies
• Collaborate with Relationship Managers, Marketing partners and others in the service team to identify areas of opportunity and drive strategic, revenue-producing initiatives
• Develop trusted relationships with clients and collaborate to solve problems, driving positing outcomes and growth
• Develop expertise in core programs and processes, with a focus on driving optimization and improving efficiency
• Lead discovery discussions with provider partners using a consultative approach, effectively addressing objections and influencing communication outcomes.
• Follow established processes for communication program setup, reporting, and documentation requirements.

Requirements:

• 3-5 years in retirement or financial services; retirement industry experience preferred
• Proven ability to drive successful communication programs that meet or exceed revenue and/or engagement goals
• Excellent relationship-building, project management, and problem-solving skills, with a strong attention to detail and commitment to follow-through
• Work effectively in a highly-collaborative, interdependent team environment
• Skilled in partnering with clients of all sizes and collaborating with team members across all leadership levels
• Strong 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 $64,300 - $85,000 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.

© 2025 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

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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 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.