Edelman Financial Engines · 5 hours ago
Sr. Director, Retirement Services (Remote)
United States
Full-time
Remote
Director/Executive
$157K/yr - $209K/yr
15+ years expEdelman Financial Engines (EFE) is dedicated to providing financial advice and managing investments for clients. The Senior Director of Retirement Services will lead the Retirement Plan Advisor team, managing client relationships and driving business growth within the small retirement plan market.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Influence Manage relationships to serve existing and generate new retirement plan clients with a focus on plan sizes of $1M-$100M in plan assets
Manage day-to-day lead flow and plan management activities
Build and present plan options to sponsors
Highlight the value of the Edelman Financial Engines Retirement Services and increase awareness and brand identity in the $1M-$100M plan market
Prepare and present explanatory webinars for current and prospective clients
Build and maintain Retirement Plan referral relationships with EFE Planners
Maintain compliance with all corporate and regulatory standards
Work with the VP of Retirement Services to develop, prioritize and oversee execution of strategic growth initiatives while ensuring alignment, preparedness and successful change management through effective communication with stakeholders
Responsible for Retirement Services sales process, execution and monitoring to ensure business development goals are met or exceeded
Drive improvements in plan sales and management by developing scalable strategies and playbooks for long-term growth
Work closely with Investment Management to improve investment offerings and explore using new products like CITs to create efficiencies and improvements to annual plan reviews
Create and implement enhanced plan participant services and experiences by collaborating with our Workplace, Employee Planning and Wealth Planning teams
Provide direct management and day‑to‑day leadership for assigned Retirement Plan Advisors and/or support staff
Balance personal production with oversight of team workflows, deadlines, and quality standards
Conduct regular one‑on‑one meetings, provide coaching and feedback, and participate in performance evaluations and development planning
Support hiring, onboarding, and training of new team members, ensuring a smooth transition and long‑term success
Serve as an escalation point for complex technical, client, or plan issues
Foster a collaborative, accountable, and high‑performing team culture aligned with Edelman Financial Engines’ values
Has direct supervisory responsibility for assigned retirement plan advisor staff
Works closely with retirement plan analysts, recordkeeping/TPA team and internal and external partners
Qualification
Required
Must be knowledgeable in investment management and work with qualified plans such as 401k, Cash Balance Pension Plans, Profit-sharing plans, etc
Must be knowledgeable in applicable laws and standard methodologies in retirement plans
Excellent organizational, presentation, communication and follow-through skills
Excellent interpersonal skills, as vital to work effectively with staff at all levels
Ability to be an active team participant
Minimum 15 years of experience in the retirement plans industry and prior leadership in similar role required
Good understanding of Retirement Plans, Recordkeepers, payroll providers and Third-Party Administrators
Series 65 required
Preferred
Bachelor's degree preferred, or equivalent industry experience
CRPC/CRPS preferred
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
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