Institutional Client Associate

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🔥 45 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🎡 Marketing

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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

• Own strategy, preparation, and content creation for Sales Enablement: Partner with the Sales team to create compelling pitch decks, one-pagers, and tailored collateral to reinforce EFE’s market leadership, mission, and value proposition. • Create bespoke storylines that engage, persuade, and cultivate expanded, lasting relationships with some of the nation’s largest employers. • Translate data, technical details around investment management and product and insights into RFP responses and creative, original stories of the value and impact of our financial planning and advice services to our employer clients. • Use internal and external sources to research and uncover client-specific priorities and engagement data to create bespoke and engaging content, and target opportunities for clients to adopt additional services. • Partner with our internal Sales and client-servicing stakeholders, lead internal meetings, and identify key themes of most relevance to the prospective or existing client, then bring those themes to life through presentations. • Develop content for multi-channel engagement opportunities (email, paid search, LinkedIn, industry events) to nurture prospects and reinforce EFE’s value to existing clients.

🎯 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; shows aptitude for stepping into the shoes of large employer clients to build trust, identify opportunities, and demonstrate the value our services are providing the employer client and their employees. • Experience partnering with Sales and client-servicing internal partners. • An "owner" mentality, eager to take responsibility for projects, boldly identify and present ideas, and learn quickly in a dynamic B2B environment. • Strategic and confident Sales-minded marketer with ability to manage multiple projects at a time. • 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, with an eye for creative design and visualizing data and complex topics. • Marketing samples may be requested.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development