What are the responsibilities and job description for the Sr. Client Manager (Boston or Remote, Nationwide) position at Edelman Financial Engines?
Description
Sr. Client Manager (Boston/Remote)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Sr. Client Manager on the Sponsor Engagement team, you’ll play a pivotal role by providing exceptional service and operational oversight to plan sponsors. In this role, you will both partner with Relationship Executives to service large, complex plans while also serving as the primary business owner of a small book of plan sponsors. This includes meeting or exceeding client expectations, focusing on client retention, revenue growth, and client happiness. Sr. Client Managers partner with the client team to provide client reporting, support client events, manage the delivery of communication programs, and other necessary items to ensure plan sponsor needs are being met.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Client Manager role, we are seeking a candidate with exceptional organization skills, experience presenting clear ideas, and a thirst to learn and grow to help us achieve high client satisfaction while driving revenue growth. If you are someone who thrives in a fast-paced, high-stakes environment while being a creative problem solver, this may be an opportunity for you!
Responsibilities
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 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 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 advisory firm, recognized by Barron's 1 with 143 offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial 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, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
Sr. Client Manager (Boston/Remote)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Sr. Client Manager on the Sponsor Engagement team, you’ll play a pivotal role by providing exceptional service and operational oversight to plan sponsors. In this role, you will both partner with Relationship Executives to service large, complex plans while also serving as the primary business owner of a small book of plan sponsors. This includes meeting or exceeding client expectations, focusing on client retention, revenue growth, and client happiness. Sr. Client Managers partner with the client team to provide client reporting, support client events, manage the delivery of communication programs, and other necessary items to ensure plan sponsor needs are being met.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Client Manager role, we are seeking a candidate with exceptional organization skills, experience presenting clear ideas, and a thirst to learn and grow to help us achieve high client satisfaction while driving revenue growth. If you are someone who thrives in a fast-paced, high-stakes environment while being a creative problem solver, this may be an opportunity for you!
Responsibilities
- Serve as liaison between EFE, the plan sponsor and the plan recordkeeper for operational aspects to support the sponsor and their participants.
- Serve as primary client contact for a subset of clients, helping them understand EFE’s value proposition and providing updates on new products and services, as well as updates to EFE’s business strategy
- Develop and implement renewal strategies for assigned clients.
- Represent clients’ Interests with internal partners: Seek and synthesize input from clients regarding business needs. Understand prioritization and importance for client’s needs and advocate appropriately within EFE.
- 3-5 years of institutional client facing experience in Defined Contribution space or similar industry, with a consistent record of working with large institutional client relationships
- Knowledge of retirement plans and issues and challenges of the 401(k) marketplace
- Strong interpersonal, written communication, and conflict resolution skills
- Experience presenting to and communicating sophisticated concepts to people with various levels of seniority within an organization
- Ability to empower and influence internal colleagues, including crafting and maintaining positive relationships with team members, partners and senior management
- Some travel required
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 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 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 advisory firm, recognized by Barron's 1 with 143 offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial 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, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
Salary : $114,700 - $152,900
