Sr. Director, Channel Marketing Workplace Integration

Description

Sr. Director, Workplace Acquisition (Remote, Nationwide)

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 longterm 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 purposedriven work and a collaborative, valuesled culture, we invite you to explore a career with us.

As a Sr. Director, Workplace Acquisition on the Lifecycle Marketing team, you’ll play a pivotal role by leading a unique digital acquisition channel responsible for acquiring new business in our Workplace ecosystem. You’ll leverage user insights and analytics to boost performance and enhance the full user journey.

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 role, we are seeking a candidate with proven ability to collaborate with partners to help advance conversions, fuel inflows and deepen member engagement through datadriven experimentation and personalized prospect experiences. If you are an innovative, strategic leader, this may be an opportunity for you!

Responsibilities:

• Partner Marketing Execution: Collaborate with internal and external partners to develop and implement marketing programs that leverage partner website placements to drive user engagement and conversions.
• Team Leadership & Optimization: Lead a small team of marketers to efficiently launch, test, and optimize digital placements, ensuring speedtomarket and continuous performance improvement.
• Testing Strategy Oversight: Architect and oversee AB and multivariate testing strategies using Adobe Target to deliver datadriven insights that improve the effectiveness of digital ad placements and enrollment landing pages.
• CrossFunctional Collaboration: Work closely with crossfunctional teams, including integrated marketing, brand, product, and technical partners, to ensure campaigns align with program goals and deliver highquality user experiences.
• Performance Analysis & Planning: Analyze channel performance data to surface insights and build actionable, forwardlooking strategic plans.
• HandsOn Leadership: Support the team as both a leader and active contributor—guiding prioritization while also participating in handson work, such as audience creation, ad placement setup, and realtime performance optimization.
• Crisis & Issue Management: Smoothly handle crisis management, troubleshooting and proactively identifying technical issues across platforms to ensure minimal downtime, efficient resolution and clear communication.
• Landing Page Management: Apply basic frontend development skills and work within Adobe Experience Manager (AEM) to author, manage, and optimize campaign landing pages and related digital assets.
• Requirements:
  • Demonstrated leadership experience in digital marketing, campaign optimization, or performance marketing roles, ideally in a B2B2C environment
  • Exceptional communication skills, including presenting insights and strategies to various audiences, including executives
  • Ability to remain calm in highpressure situations
  • Strong datastoryteller skilled at analyzing and synthesizing results and insights to communicate desired outcomesrecommendations
  • Is adept at thinking creatively and innovatively to achieve desired results
  • Proficiency with Adobe Target, Adobe Experience Platform (AEP), and Adobe Experience Manager (AEM).
  • Working knowledge of HTML, CSS, and JavaScript for troubleshooting and basic page authoring
  • A proven leader with previous experience managing and growing a team
  • Meticulous attention to detail and a proactive approach for identifying risks and opportunities
  • Ability to thrive in a fastpaced, dynamic, and highly collaborative environment
  • Edelman Financial Engines takes a marketbased approach to pay. The expected base salary range for this role nationally is $161,900 $215,900. However, final base pay will be carefully determined based on several factors, including responsibilities, jobrelated 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 Barrons 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 hightech 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.compatentinformation for patent information. AM2789819
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    1 The Barron’s 2024 Top 100 RIA Firms list, a nineyear 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.