Director, Practice Management Strategy, Enablement

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Edelman Financial Engines

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 1987

💸 Finanzen

👥 B2C

🤝 B2B

💰 Private equity im 2021-04

Finance • B2C • B2B

Edelman Financial Engines ist ein unabhängiges, treuhänderisches Vermögensverwaltungs- und Finanzplanungsunternehmen, das umfassende Beratung und Vermögensverwaltung für Einzelpersonen und Arbeitgeber anbietet. Das Unternehmen bietet ganzheitliche Dienstleistungen einschließlich Finanzplanung, Ruhestandsplanung, Vermögensverwaltung (unter Verwendung datengetriebener Modelle und personalisierter Portfolios), Steuer- und Nachlassplanung, Versicherungsberatung und Lösungen für die betriebliche Altersvorsorge von Arbeitgebern an. Zum 31. Dezember 2025 meldete Edelman Financial Engines etwa 1,24 Millionen Kunden, 326 Milliarden US-Dollar an verwaltetem Kundenvermögen und rund 146 Standorte und legt Wert auf transparente Gebühren und treuhänderische Beratung.

Beschreibung

• 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

🎯 Anforderungen

• 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%.

🏖️ Vorteile

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