Director, Practice Management Strategy, Enablement

🔥 1 hour ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• 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

🎯 Requirements

• 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%.

🏖️ Benefits

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