Director, Employee Channels Optimization & Operations

Client & Relationship Management Boston, Massachusetts Overland Park, Kansas


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At Edelman Financial Engines, 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 commitment inspires you, we invite you to consider joining our team!

Our Emerging Channels team is responsible for sourcing new client opportunities by creating and maintaining relationships with the Wealth Planning office locations from some of our custodial partnerships. We are currently seeking a Director of Employee Channels Optimization & Operations to join EFE! This individual will help drive aspects of the business strategy, own key elements of the execution and ongoing program support.


  • Build and drive strategic and tactical initiatives that optimize overall program business results, along with the field and custodial partner experience
  • Lead and manage the Wealth Planning and operational support elements that are needed for the program
  • Drive the planning and execution of ongoing communications and training elements needed for the program
  • Engage in market and site visits with our custodial partners and the field to help promote business results and deepen relationships
  • Measure and report on the success of referral program


  • Bachelor’s degree (Business, Finance, or Economics preferred) or relevant business experience
  • 10+ years of successful financial services sales experience (financial advisor, wholesaler, retail financial consultant, branch manager)
  • Strong investment and/or financial planning experience
  • Excellent communication, analytical, listening, and public speaking skills
  • Relevant business development experience in this space is highly advantageous and the ability to bring relationships will be a plus
  • Strong computer competence with proficiency in MS Word, Excel, and PowerPoint
  • Must be comfortable with a high-pace of activity and able to travel up to 25% of the time, occasionally on shorter notice

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 deserve access to personal, integrated financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, as recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $275 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.

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1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. 

2 Firm stats as of Dec. 31, 2021.

3 Firm stats as of March 31, 2022.