Director, Planner Communications – Wealth Planning

DescriptionAt Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.As Director, Planner Communications, you will report to the Senior Director of Planner Marketing & Communications. You will assist in developing and implementing strategic communication and marketing initiatives aimed at supporting and engaging Planners. This role ensures effective communication of products, services, and value propositions to Planners, enhancing their engagement and driving business growth. Responsibilities:• Assist in developing and implementing a comprehensive communication and marketing strategy tailored to Planners.• Help align communication strategies with overall company goals and objectives.• Assist in monitoring and measuring the effectiveness of communication strategies, making data-driven adjustments as necessary.• Contribute to the creation, curation, and management of high-quality content that resonates with Planners, including newsletters, emails, webinars, social media posts, etc.• Ensure all content is accurate, compliant, and aligns with the company’s brand voice and messaging.• Develop and implement a social selling strategy to enable Planners to drive referrals and increase engagement with clients.• Support efforts to cultivate and maintain positive relationships with Planners through regular and effective communication.• Assist in developing and implementing programs to increase Planner engagement and satisfaction, including in-person and virtual events.• Assist in planning and delivering on communication strategies surrounding targeted marketing campaigns to promote products, services, and events to Planners.• Work closely across the marketing team, contributing to a collaborative and innovative team environment.• Collaborate with cross-functional teams, including product development, sales, and compliance, to ensure cohesive messaging and alignment.• Stay abreast of industry trends, competitor activities, and market developments.• Conduct research to understand the needs and preferences of Planners.• Use insights to assist in refining communication and marketing strategies.Requirements:• Bachelor’s degree in marketing, Communications, Business Administration, or a related field. Master’s degree preferred.• Minimum of 5-10 years of experience in marketing or communications.• Experience in the financial services industry, specifically working with Planners, is highly desirable.Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $123,000 – $164,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.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's1. with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 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. 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 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. 2 Edelman Financial Engines data, as of Dec. 31, 2022. 3 Edelman Financial Engines data, as of Sep. 30, 2023