Description

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 compassion, integrity, and invention. We uphold that same standard of respect and dedication 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 passionate dedication inspires you, we invite you to consider joining our team.

As a Partnership Marketing Manager on the Acquisition team, you’ll play a pivotal role by developing strategic partnerships to designed to connect prospects with EFE.

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 Partnership Marketing Manager role, we are seeking a candidate with proven experiences to help advance our reach and impact through partner marketing. If you are results-oriented and driven to continuously learn, this may be an opportunity for you!

Responsibilities:

• Lead management, relationships and data-driven optimization of EFE’s partnerships; aligning partnerships against audience and acquisition marketing goals
• Identify and onboard partners conducting daily optimizations
• Identify partnership opportunities based on audience and brand affinity goals
• Develop partnership goals and strategy; align cost structure against critical metrics
• Coordinate system and data integration, onboarding and training for partners
• Partner with marketing analytics and internal optimization team to identify, prioritize and implement tests designed to continuously optimize and improve partnership funnel
• Find opportunities to create compelling and differentiated content and offers across partners; partner with internal creative team and Integrated Marketing leads to execute
• Analyze and report on partner performance; partner with finance and analytics team to track performance against long-term value (LTV) and benchmarking metrics

Requirements:

• 7+ years of partner and/or affiliate marketing experience; emphasis on performance marketing
• Proven track record of growing digital marketing channels and managing against performance KPIs
• Excellent communicator who can communicate strategy across a cross-functional team
• Curious and continuous learner; seeks to understand
• Thrives in a collaborative, distributed environment
• Flexible, self-motivated, performance-focused and can act to optimize and troubleshoot performance issues as soon as they occur

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $101,800-$135,700. 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's¹. with 145+ offices² across the country and entrusted by 1.3 million clients to manage more than $245 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

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

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 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.