
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.
🔥 48 minutes ago
🍂 Massachusetts – Remote
💵 $71.8k - $95.8k / year
⏰ Full Time
🟡 Mid-level
🎁 Product Marketing
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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.
• Design, develop and execute multi-channel marketing programs that drive advisor engagement and connect employees with relevant financial support • Analyze program and advisor engagement performance to identify opportunities and optimize marketing effectiveness • Develop understanding of employee financial needs, behaviors and preferences to define audience segments • Translate audience needs into relevant positioning, messaging and marketing experiences • Partner with Engagement Center, Product, Analytics and other cross-functional teams to gather insights and optimize marketing programs • Support project management of other Integrated Marketing programs as needed
• 3-5 years of consistent track record delivering compelling and impactful work in relatable roles • Experience in the financial services industry preferred • Passion for research and a dedication and desire to understand users and their preferences • Creative thinker/storyteller able to bring new, outside-the-box ideas • Strong writing skills, including an ability to simplify complex concepts • Experience collaborating with creative partners such as writers and designers • Ability to develop successful cross-functional partnerships within and outside of marketing • Organized and detail-oriented, with the ability to ensure projects are led effectively and efficiently • Bachelor’s Degree in Marketing, Business, or another related field, or equivalent work experience
• Discretionary bonus • Health plans • Dental plans • Wellness plans • 401(k) contributions
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