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Manager, Business Analytics
$137k-171k (estimate)
Full Time | Business Services 2 Months Ago
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Edelman Financial Engines is Hiring a Manager, Business Analytics Near Fairfax, VA

Company DescriptionAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors — not just the wealthy — deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180 planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com. © 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results. 1 Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).2 The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth. [1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.Job DescriptionThis individual will be responsible for designing, creating, delivering and maintaining content for targeted training programs and offerings. Role also includes responsibility for overseeing the 3rd party creation and delivery of multiple programs. Responsibilities:Designs all new managerial and soft skills content from needs identification to storyboarding to piloting the course; this includes intake meetings with business leaders to learn their objectives, assess the need, and propose/create content to help close business gaps.Facilitates classes in both classroom and webinar-based environment.Manages scheduling of all managerial and staff classes and setting up appropriatecurriculums in Cornerstone ensuring that the needed classes are scheduled at a time convenient for the target audience.Coaches line facilitators through the creation of a train-the-trainer program to sign off line leaders to teach managerial courses.Develops and edits course content based on the Annual Needs Assessment and on the evaluation feedback themes.Tracks and reports on evaluation feedback themes in order to promote and ensure process improvement and high-quality training experiences.Responsible for coordinating the firm-wide quarterly learning calendar to include HR, planner, compliance, IT and BSG trainings.Supports Director in addressing requests for new training courses from other departments seeing those requests through from need to course delivery follow up and evaluation.Manages all L & D contracts and accounts payable needs for the Learning team.Partners with Director to conduct annual needs assessments and support firmwide training and rollouts for managers and staff as needed.QualificationsRequirements:Bachelor's degree in Human Resources, Organizational Development or related field required7 years of Learning and Development and/or equivalent HR experience.5 years of direct management experience required.Experience with Adobe Connect and Cornerstone preferred.Experience coaching senior level managersExcellent written and verbal communication skillsOutstanding content design skills with expert level PowerPoint skillsAbility to work collaboratively with in a team environmentAbility to build strong working relationships across all levels of the organization.Excellent planning and organizational skills, attention to detail, ability to handle multiple tasks and work in a fast-paced, time-sensitive environment.Excellent interpersonal skills, as necessary to work effectively with staff at all levelsExcellent presentation skillsMust be comfortable speaking in large groupsMust be comfortable independently evaluating a situation, exercising judgment, and independently making a decisionThe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyPosition requires high level of responsibility regarding confidential information; must maintain confidentiality at all timesAdditional InformationAll your information will be kept confidential according to EEO guidelines.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$137k-171k (estimate)

POST DATE

03/14/2024

EXPIRATION DATE

05/13/2024

WEBSITE

edelmanfinancialengines.com

HEADQUARTERS

SANTA CLARA, CA

SIZE

500 - 1,000

FOUNDED

1987

CEO

RIC EDELMAN

REVENUE

$200M - $500M

INDUSTRY

Business Services

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About Edelman Financial Engines

Overview We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors not just the wealthy deserve personalized, comprehensive financial planning and investment advice. In 2018, two of Americas most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines and the way people plan, save and invest was forever transformed. Today were Americas top independent financial planning a...nd investment advisor, recognized by InvestmentNews1 and Barrons2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets. Learn more at www.edelmanfinancialengines.com. 2019 Edelman Financial Engines, LLC. Financial Engines and Edelman Financial EnginesTM are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. 1 Ranking and status for 2018. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/). 2 The Top 40 Independent Advisory Firm Ranking issued by Barrons is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth. More
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The following is the career advancement route for Manager, Business Analytics positions, which can be used as a reference in future career path planning. As a Manager, Business Analytics, it can be promoted into senior positions as a Business Analytics Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Manager, Business Analytics. You can explore the career advancement for a Manager, Business Analytics below and select your interested title to get hiring information.