Enterprise Program Manager
Description
Enterprise Program Manager (remote)
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.
The Enterprise Program Manager will be responsible for the successful management and execution of multiple cross-functional, strategic projects designed to accelerate business results. This role requires close collaboration with business, technology, marketing, legal, and other partners to document desired outcomes, identify activities required to achieve these outcomes, plan the resources, sequence activities, and manage execution against the agreed upon plan.
Communication, leadership, organizational skills, and a strong understanding of the financial services industry are key aspects of this role.
If you have the passion for helping build capabilities and continuously improving how we help our clients reach their financial goals, this may be the opportunity for you!
Responsibilities:
Planning and Execution
- Work with business sponsor to identify and prioritize multiple projects and build multi-quarter programmatic roadmap.
- Identify program / project scope and high-level business objectives.
- Perform project management functions to ensure successful execution for deadline driven projects.
- Proactively build strong, trusted working relationships with leaders and internal partners to drive alignment and decision-making.
- Effectively manage, motivate, and hold accountable leads and team members in a matrixed organization.
- Act as liaison and connector between departments.
- Perform other related assignments as requested by management.
Communication and Collaboration:
- Set and continually manage expectations with team members and other partners, tailoring communication to various audience levels.
- Demonstrate solution-oriented approach.
- Effective meeting facilitation and presentation skills.
- Apply business knowledge and communication skills to effectively influence all project and non-project partners.
- Interface across the organization to drive outcomes and challenge perspectives when necessary.
Requirements:
- Bachelor’s degree or equivalent years of work experience. 5-10+ years’ relevant work experience in financial services.
- Strong foundational project management skills and proficiency with Microsoft Office applications including Excel, PowerPoint and Project and project management software.
- Excellent attention to detail; able to coordinate, prioritize and manage many simultaneous tasks and priorities.
- Excellent written and verbal communication with ability to use interpersonal skills to influence without authority.
- Thrives in a fast-paced, dynamic environment.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $81,300-$114,300. 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 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 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.
© 2023 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 to request an accommodation for a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.