Director, Practice Management Strategy, Enablement

🕒 Julho 27

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Edelman Financial Engines

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1987

💸 Finanças

👥 B2C

🤝 B2B

💰 Private equity em 2021-04

Finance • B2C • B2B

A Edelman Financial Engines é uma empresa independente de gestão de riqueza e planejamento financeiro fiduciário que oferece consultoria abrangente e gestão de investimentos para indivíduos e empregadores. A empresa oferece serviços holísticos incluindo planejamento financeiro, planejamento de aposentadoria, gestão de investimentos (utilizando modelos baseados em dados e portfólios personalizados), planejamento tributário e patrimonial, orientação sobre seguros e soluções de aposentadoria para empregadores. Em 31 de dezembro de 2025, a Edelman Financial Engines relatou cerca de 1,24 milhão de clientes, US$ 326 bilhões em ativos de clientes sob sua gestão, aproximadamente 146 localidades, e enfatiza taxas transparentes e orientação fiduciária.

Descrição

• Drive the development and evolution of practice management strategy and implementation to help planners build successful practices. • Collaborate with cross-functional leadership teams to ensure alignment with training needs, software, systems, and tools used in Practice Management and client relationship management, with a specific focus on Salesforce and related platforms. • Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs. • Align practice management principles with overall firm objectives to enable seamless integration and improved strategic outcomes. • Lead organizational change efforts that improve planner adoption of new systems, processes, and client‑experience frameworks across Wealth Planning. • Build and deliver scalable, beneficial frameworks and processes for planning teams. • Utilize a consultative approach to deeply understand the needs of our planners, building trust and winning their hearts and minds. • Size, evaluate, and lead critical initiatives; report progress and insights to the cross‑functional leadership team. • Curate and develop retail go‑to‑market (GTM) strategy initiatives and materials. • Streamline planner activities, improve operational efficiency, and standardize best practices based on planner segment needs. • Build confidence and trust with the planner community through consistent partnership and enablement. • Develop and facilitate workshops, planner offsites, and enablement events that strengthen consistency, planner capability, and client‑experience outcomes

🎯 Requisitos

• Bachelor’s Degree required. • Minimum of 10 years of experience in financial services, wealth management, investments, or capital markets. • 5+ years of experience in coaching & developing Sales professionals. • Strong background evaluating complex business problems and opportunities and presenting concise recommendations to leadership. • Proven ability to work effectively at all levels of the organization. • Exceptional analytical skills and proven ability to lead through ambiguity. • Excellent written and verbal communication skills, with the ability to influence without authority. • Advanced proficiency in Microsoft Office applications (Excel, Word, PowerPoint, etc.). • Demonstrated success working under tight timeframes and in fast-paced environments; experience with Agile development is preferred. • Ability to effectively partner with internal and external stakeholders. • CFP® Certification preferred. • Willingness to travel 25-50%.

🏖️ Benefícios

• discretionary bonus • health plans • dental plans • wellness programs • 401(k) contributions