Senior Provider Manager

🔥 1 minute ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $107.2k - $143k / year

⏰ Full Time

🟠 Senior

👔 Manager

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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

• Serve as the primary point of contact for sub-advised provider partners. • Manage provider relationships day to day. • Oversee client initiatives in collaboration with provider client teams. • Lead provider-specific projects with provider business teams. • Drive delivery of services and service enhancements for sponsor and provider relationships. • Align and execute the overall relationship strategy. • Identify and anticipate client and provider requirements and advocate for their needs within EFE. • Execute organizational priorities and corporate objectives. • Implement relationship strategies that drive engagement and enrollment opportunities. • Understand provider clients’ retirement benefits strategies and objectives and align efforts to support mutual goals. • Lead provider service reviews with EFE support teams. • Mobilize internal resources to resolve service requests and issues accurately and promptly. • Facilitate annual due diligence reviews of provider-partner processes, procedures, and service offerings.

🎯 Requirements

• Direct client-facing experience • Excellent verbal and written communication skills • Executive presence and comfort representing EFE externally • Ability to engage with senior stakeholders • Demonstrated project management skills • Ability to manage multiple engagements and projects with precision and attention to detail • Ability to thrive in a fast-paced, multitasking, deadline-driven environment • Ability to work with multiple people and teams • 10+ years of Defined Contribution and/or financial services experience • Bachelor’s degree required

🏖️ Benefits

• Discretionary bonus eligibility • Health plans • Dental plans • Other wellness plans • 401(k) contributions