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Senior Marketing Strategist

Senior Marketing Strategist (Boston, MA or Remote)

At Edelman Financial Engines, 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 a Marketing Strategist on the Employee Marketing team, you’ll play a pivotal role in achieving ambitious growth objectives by architecting, building and implementing data-driven, employer-specific marketing campaigns and programs designed to increase the utilization of our suite of solutions and services. As a multidisciplinary marketer, you’ll apply your left brain to analyze employers’ unique employee populations, identify the most profitable growth areas, and uncover practical insights. Then tap into your right brain to translate these strategic opportunities into breakthrough multi-channel programs that resonate with employees, meet their needs, and drive measurable business results.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents in order to better connect the employees at large, high-profile employers to the advice and services that can help them address their most pressing financial needs. For this Marketing Strategist role, we are seeking a results-obsessed candidate who embraces challenging the status quo, thrives in a fast-paced environment, and possesses a proven track records of delivering innovative data and insight-driven marketing programs that compel target audiences to act. If you are a well-rounded marketer with an analytical approach and strategic, creative chops to match, this may be an ideal opportunity for you!

Responsibilities:
  • Develop deep understanding of a book of elite employer clients and their employee populations (demographics, segments, financial needs, and propensities to act) to build employer-specific annual marketing plans
  • Partner with Communications Strategist, Data & Analytics, Brand, and Performance Marketing colleagues to guide net-new marketing programs from conception all the way through execution, measurement and optimization
  • Bring big thinking to the table with respect to traditional/accepted employer-based communications channel ecosystem – with a concentrated focus on growing channels to align with behaviors and preferences of various participant segments.
  • Inspire others to think creatively to deliver bar-raising, outstanding ideas and plans; obtain internal partner consensus to efficiently implement ideas and experiences across channels

Requirements:
  • 10+ years consumer marketing experience (B2B2C and financial services experience preferred, but not required)
  • Strategic problem-solver with the ability to build out innovative, insight and data-driven marketing programs without a heavy reliance on external agency partners
  • Experience delivering business results through low cost, high-impact marketing initiatives
  • Problem-solving approach with demonstrated history of exceptional work product that has direct business results.
  • Collaborative colleague with a "can-do" attitude able to orchestrate new ideas and thrive in a quick-paced, fail-fast environment
  • Excellent oral and written communication skills with a demonstrated track-record of successfully briefing and influencing team members and navigating efficiently across all functions and levels of the organization

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 deserve access to personal, integrated financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, as recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $275 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, visit
EdelmanFinancialEngines.com

© 2023 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.

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 and reach out to Data Privacy Team (703) 234-2622 or dataprivacy@edelmanfinancialengines.com with any questions.

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.

1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered.

2 Firm stats as of Dec. 31, 2021.

3 Firm stats as of March 31, 2022.

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – alw...

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DATE POSTED
July 25, 2023

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