Audience Strategy & Lifecycle: Own end to end acquisition, engagement, retention and NPS for the core planner audience.
Brand & GTM Framework: Expand positioning, messaging, and go to market plans to guide multi channel execution.
Cross functional Growth Engine: Align brand, growth, product, and client teams to run integrated journeys and rapid experimentation.

Job Description

Responsibilities\n- Bring the client and planner value proposition to life: 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.\n- Quarterback The Audience Experience Own the end-to-end strategy for acquiring, engaging, and retaining our core financial planning audience, driving lifetime value, satisfaction, and NPS.\n- Define And Activate Audience Strategy Through Insights Own and deliver audience segmentation strategy across the organization, leveraging data, competitive intelligence, and internal/external feedback to inform positioning, messaging, and program development.\n- Expand Product Marketing Discipline For Strategic Impact Establish clear frameworks for positioning, messaging, and go-to-market strategy. Translate insights into actionable plans, ensuring consistency and clarity across channels and teams.\n- Deliver Integrated Customer Journeys Develop end-to-end journeys that inspire and guide priorities across marketing, product, and planner/client-facing teams.\n- Drive cross-functional alignment and execution Establish and lead a collaboration model across brand, growth marketing, product, and Client teams to ensure cohesive strategies and effective execution across all channels.\n- Champion Experimentation And Continuous Optimization Embed a test-and-learn mindset across marketing, product, and planner experiences to accelerate growth and innovation.\n- Set Strategy, Goals, And Operating Rhythm Define OKRs, budgets, and priorities in partnership with the business. Serve as the strategic conduit between business objectives and marketing execution.\n- Develop And Optimize Talent Build, coach, and scale a high-performing team, investing in talent development, capability building, and creating clear paths for growth and impact.

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