Workplace Communications Strategist - Retirement
Description
Workplace Communications Strategist - Retirement (Boston, MA)
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 Strategist on the Employee Planning Communications team, you’ll play a pivotal role as part of our client-facing teams in the development, implementation and measurement of engagement strategies designed to increase utilization of advisory and financial planning 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 Strategist 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:
- Lead communications resource and program manager for a portfolio of clients with unique needs
- Create, implement and measure customized, multi-channel communication program strategies based on client needs
- Collaborate with Relationship Managers, Marketing partners and others in service team to identify areas of opportunity and drive strategic, revenue-producing initiatives
- Develop trusted relationships with clients and problem-solve to generate positive outcomes and growth
- Build proficiency in core programs and processes and have an interest in driving optimization and greater efficiency
- Adhere to standard processes on communication program setup, reporting, and documentation requirements
Requirements:
- 5+ years financial services or communications experience; retirement industry experience preferred
- Strong written, verbal, and presentation skills; highly skilled in working in a dynamic, fast paced environment
- Lead discovery discussions with sponsors with a consultative approach, overcome objections and influence communication outcomes
- Results in driving successful communication programs that meet or exceed revenue and/or engagement goals
- Strong relationship, project management and problem-solving skills; keen attention to detail and follow through
- Ability to partner with clients of all sizes and teammates at all leadership levels
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $82,400 - $100,000. 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.
© 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.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.