Edelman Financial Engines · 2 days ago
Institutional Client Marketing Associate (Boston, MA; Santa Clara, CA or Remote)
United States
Full-time
Remote
Mid Level
$64K/yr - $86K/yr
4+ years expEdelman Financial Engines is a leading independent financial planning and investment advisory firm committed to helping clients thrive through personalized financial advice. The Institutional Client Marketing Associate will play a pivotal role in retaining employer clients by creating engaging content and managing client-facing presentations to reinforce long-term relationships.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Own strategy, preparation, and content creation (primarily client-facing presentations) for client retention and prospective client meetings
Create bespoke storylines that engage, persuade, and cultivate lasting relationships with some of the nation’s largest employers
Translate data, technical details around investment management and product and insights into creative, original stories of the value and impact of our financial planning and advice services to our employer clients
Use internal and external sources to research and uncover client-specific priorities, create bespoke and engaging content, and target opportunities for clients to adopt additional services
Partner with our internal client-servicing and Sales stakeholders, lead internal meetings, and identify key themes of most relevance to the client, then bring those themes to life through presentations
Support marketing campaigns and programs to deepen and expand existing client relationships and client loyalty
Qualification
Required
4+ years of relatable professional experience
Bachelor's degree, B2B storytelling, and financial services experience required; understanding of the needs and challenges of the large employer audience is a plus
Client-centricity: Approaches challenges with empathy and curiosity; shows aptitude for stepping into the shoes of clients and service teams to build trust, identify opportunities, and demonstrate the value our services are providing the employer client and their employees
Experience partnering with client-servicing and Sales internal partners
An 'owner' mentality, eager to take responsibility for projects, boldly identify and present ideas, and learn quickly in a dynamic B2B environment
Strategic and confident marketer with ability to manage multiple projects at a time
Excellent communicator with strong listening, verbal, writing, and proofreading skills
Effective at building relationships across all levels of the organization
Strong proficiency in PowerPoint required, with an eye for creative design and visualizing data and complex topics
Marketing samples may be requested
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.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
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
Ralph Haberli
Chief Executive Officer
David Goldberg
SVP, Chief Data and Analytics Officer
Recent News
2026-01-22
Company data provided by crunchbase