Vice President, Product Marketing at Edelman Financial Engines | USA | $217K/yr – $290K/yr

Edelman Financial Engines

Vice President, Product Marketing

USA (Hybrid)

$217K/yr – $290K/yrSenior Level10+ years exp

Posted 4 months ago

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Job Summary

Drive Edelman Financial Engines’ growth by defining a differentiated brand and end-to-end marketing strategy for mass-affluent financial planning audiences.

Own end-to-end strategy for acquiring, engaging, and retaining core audience.
Must-have: 10+ years in marketing with mass affluent or financial services.
Standout: Proven ability to lead cross-functional, data-driven growth across brand, product, and client teams.

Job Description

Responsibilities

Define and evolve EFE’s value proposition using data, insights, and market understanding, clarifying who we are for our clients and why EFE is the best place for financial planners to build a meaningful, scalable career and practice
Own the end-to-end strategy for acquiring, engaging, and retaining our core financial planning audience, driving lifetime value, satisfaction, and NPS
Own and deliver audience segmentation strategy across the organization, leveraging data, competitive intelligence, and internal/external feedback to inform positioning, messaging, and program development
Establish clear frameworks for positioning, messaging, and go-to-market strategy. Translate insights into actionable plans, ensuring consistency and clarity across channels and teams
Develop end-to-end journeys that inspire and guide priorities across marketing, product, and planner/client-facing teams
Establish and lead a collaboration model across brand, growth marketing, product, and Client teams to ensure cohesive strategies and effective execution across all channels
Embed a test-and-learn mindset across marketing, product, and planner experiences to accelerate growth and innovation
Define OKRs, budgets, and priorities in partnership with the business. Serve as the strategic conduit between business objectives and marketing execution
Build, coach, and scale a high-performing team, investing in talent development, capability building, and creating clear paths for growth and impact

Requirements

10+ years in marketing, ideally with mass affluent audiences and/or financial services
Proven ability to define and scale a differentiated brand or category, aligning organizations around a clear audience and value proposition
Deep expertise in product marketing, including positioning, segmentation, and go-to-market strategy
Strong leadership track record with a focus on developing, optimizing, and inspiring high-performing teams
Exceptional influence skills with a collaborative, partnership-driven mindset
Demonstrated ability to bring structure, clarity, and strategic discipline to complex, matrixed environments
Experience leveraging data, insights, and experimentation to drive growth and performance
Excellent communication and executive presence

Benefits

discretionary bonus
health, dental and other wellness plans
401(k) contributions

Edelman Financial Engines

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Founded in 1987

Santa Clara, California, USA

1.5K employees (98 in marketing)

www.edelmanfinancialengines.com