Edelman Financial Engines · 1 day ago
Sr. Communications Manager (Boston, MA or Remote)
Edelman Financial Engines (EFE) is dedicated to providing financial advice to help people thrive. The Senior Communications Manager will lead engagement strategies for advisor partner relationships, enhancing the utilization of advisory services and supporting EFE's business goals.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Lead communications resource for a diverse portfolio of strategic clients, responsible for creating, implementing and measuring multi-channel communications programs
Collaborate with Relationship Managers, Marketing partners and others on service team to identify areas of opportunity and drive strategic, revenue-producing initiatives
Develop trusted and responsive relationships with our provider partners and as needed, direct sponsors, partnering to influence communications outcomes, presenting new programs to drive adoption, solve problems, address objections and stimulate growth
Represent EFE’s communications and marketing strategic priorities via regular external client calls and/or presentations
Develop expertise in core programs and processes, with a focus on driving optimization and improving efficiency
Follow established processes for communication program setup, reporting, and documentation requirements
Act as an internal mentor, trainer and consultant resource with ideation and problem solving
Qualification
Required
8+ years financial services or communications experience
Lead discovery discussions with advisor partners and/or sponsors with a consultative approach, overcome objections and influence communication outcomes
Proven ability to drive successful communication programs that meet or exceed revenue and/or engagement goals
Strong relationship-building, project management, and problem-solving skills, with strong attention to detail and commitment to follow-through
Work effectively in a highly collaborative, interdependent team environment
Excellent written, verbal, and presentation skills
Expert at working in dynamic, fast-paced environments
Preferred
retirement industry experience preferred
people management experience welcomed
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase