[Hiring] Institutional Client Marketing Associate @Edelman Financial Engines, LLC

Role Description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other.

Responsibilities:

• Own strategy, preparation, and content creation for Sales Enablement.
• Partner with the Sales team to create compelling pitch decks, one-pagers, and tailored collateral.
• Create bespoke storylines that engage, persuade, and cultivate expanded, lasting relationships with large employers.
• Translate data and technical details into RFP responses and creative stories of value and impact.
• Research and uncover client-specific priorities and engagement data to create bespoke content.
• Partner with internal Sales and client-servicing stakeholders, lead internal meetings, and identify key themes.
• Develop content for multi-channel engagement opportunities (email, paid search, LinkedIn, industry events).

Qualifications

• 4+ years of relatable professional experience.
• Bachelor’s degree, B2B storytelling, and financial services experience required.
• Understanding of the needs and challenges of the large employer audience is a plus.
• Client-centricity: Approaches challenges with empathy and curiosity.
• Experience partnering with Sales and client-servicing internal partners.
• An "owner" mentality, eager to take responsibility for projects.
• Strategic and confident Sales-minded marketer.
• Excellent communicator with strong listening, verbal, writing, and proofreading skills.
• Effective at building relationships across all levels of the organization.
• Strong proficiency in content creation and PowerPoint required.
• Marketing samples may be requested.

Requirements

• 4+ years of relatable professional experience.
• Bachelor’s degree, B2B storytelling, and financial services experience required.
• Understanding of the needs and challenges of the large employer audience is a plus.
• Client-centricity: Approaches challenges with empathy and curiosity.
• Experience partnering with Sales and client-servicing internal partners.
• An "owner" mentality, eager to take responsibility for projects.
• Strategic and confident Sales-minded marketer.
• Excellent communicator with strong listening, verbal, writing, and proofreading skills.
• Effective at building relationships across all levels of the organization.
• Strong proficiency in content creation and PowerPoint required.
• Marketing samples may be requested.

Benefits

• Comprehensive financial planning and investment advice.
• Access to personal financial planners.
• Support for over 1.27 million clients across 140+ offices nationwide.
• Management of over $324 billion in assets.

Company Description

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.

Recognized by Barron’s as a top RIA firm for eight years in a row, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets.

Our unique approach combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.