VP, Institutional Marketing
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 purposeful dedication inspires you, we invite you to consider joining our team.
As VP, Institutional Marketing on the Employer Solutions team, you’ll play a pivotal role in collaborating and influencing cross-functionally to attract and retain large employers through creative marketing programs and innovative thought leadership.
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 big-picture, strategic thinker with a demonstrated record of success in aligning marketing strategies to business objectives. If you are a versatile leader and a proactive self-starter who can uncover opportunities and develop and implement new insights, this may be an opportunity for you!
Responsibilities:
- Define and advise our institutional go-to-market product positioning and strategy, emphasizing competitive differentiation to expand into new areas and grow share in existing markets
- Develop, plan, and implement annual, focused multi-channel marketing strategy, (content creation, paid promotions, email campaigns, events, etc.) to achieve large employer acquisition, retention and annual revenue growth
- Drive strategic direction of client loyalty program, including leading high-touch engagements with Fortune 100 institutional clients, including but not limited to owning EFE’s Advisory Council, made up of the organizations' premier, most influential clients
- Proactively lead ~$2M marketing budget; Establish success metrics and lead all aspects of monitoring, tracking, and reporting of results to drive continuous improvement and deliver a return on our marketing investment
- Leverage digital tools and capabilities to establish and drive effective, marketing-led demand generation programs that attract, nurture and convert qualified leads within the pipeline
- Collaborate cross-functionally with distribution teams (sales, relationship management, and, provider strategy) and other internal business partners (product, investment management, consumer marketing) to take a consultative approach to each strategic opportunity, developing winning ideas and demonstrating solutions to employers’ business challenges
- Own EFE’s institutional brand story and value proposition, crafting compelling thought leadership and content (i.e. white papers, case studies, webinars, website, videos, brochures, sales collateral, etc.) to drive brand awareness and reputation building and promote our employer solutions
- Represent EFE in external speaking opportunities, including events and client/prospect meetings, demonstrating subject matter expertise in defined contribution advisory services and financial wellness
- Lead a progressive team of ~8 marketing experts, guiding with ongoing coaching, while also motivating and mentoring their ongoing career development
Requirements:
- 15+ years of demonstrated ability delivering impactful B2B marketing strategies, with demonstrated success in the financial services industry
- Big-picture, strategic problem solver with the ability to align marketing to business objectives
- Shown success driving influence cross-functionally, including at the executive leadership level
- A versatile leader with outstanding communication, presentation, organizational and time management skills, with the flexibility to respond quickly to change
- Adaptable people manager with experience successfully attracting and developing impactful teams including remote employees
- Metrics-driven with the ability to use data to advise decisions
- Experience owning and prioritizing team’s workload under pressure and across challenging deadlines and partners
- Capable of effectively enabling work through others while also being hands-on and ready to dive in and do
- A proactive self-starter with an entrepreneurial mentality and the ability to uncover opportunities and/or develop new ideas and carry them through execution
- Willingness to travel, as needed
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $209,425-$229,900. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, proven 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
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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.