
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.
🕒 September 2
🇺🇸 United States – Remote
💵 $84.2k - $112.3k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
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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.
• Develop and optimize engagement strategies for prospects and clients across the full lifecycle • Lead development and delivery of Lifecycle Marketing programs tied to growth KPIs • Drive measurable impact across conversion, engagement, retention, and referrals • Design and optimize end-to-end, multi-channel journeys across email, push, web, and in-app channels • Develop responsive, ADA-compliant emails using HTML and CSS with modular, scalable design • Lead testing across messaging, cadence, targeting, and channels • Report on performance and testing outcomes, translating data into actionable insights • Advance lifecycle marketing and email best practices through partnership with Customer Insights, Product Marketing, Product & Technology, Brand, and Creative teams
• 5-7+ years of experience in lifecycle marketing, CRM, client marketing, or growth marketing • Proven track record of driving measurable LCM outcomes • Experience operating in a data-driven, performance marketing environment • Hands-on experience with Salesforce Marketing Cloud (SFMC) and Adobe CDP, including journey orchestration, segmentation, and audience automation • Practical knowledge of SQL-based data management and query development, including data extensions, complex segmentation logic, and automation workflows • Experience integrating CRM, web, and product data sources to enable personalized marketing • Analytical mindset with ability to translate data into actionable insights • Cross-functional leadership experience across Product, Analytics, Sales, and Digital teams • Functional knowledge of SQL • Experience working with a Customer Data Platform (CDP) • Experience working with CloudPages • Proficiency with AMPscript • Strong understanding of marketing performance metrics and how campaigns support broader business goals • HTML & CSS • Salesforce Marketing Cloud • Marketing automation and lifecycle journey execution • Attention to detail and quality assurance • Collaboration and problem-solving
• Discretionary bonus eligibility • Health plans • Dental plans • Wellness plans • 401(k) contributions • Reasonable accommodations during the hiring process
Apply Now🕒 September 2
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