Edelman Financial Engines · 3 days ago
Director, Practice Management Strategy and Enablement
United States
Full-time
Remote
Senior Level, Lead/Staff
$133K/yr - $177K/yr
10+ years expEdelman Financial Engines is committed to guiding people with the financial advice they need to thrive. The Director, Practice Management, Strategy and Enablement plays a critical role in supporting financial planners by providing mentorship, resources, and tools to optimize workflows and enhance client experiences.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Drive the development and evolution of practice management strategy and implementation to help planners build successful practices
Collaborate with cross-functional leadership teams to ensure alignment with training needs, software, systems, and tools used in Practice Management and client relationship management, with a specific focus on Salesforce and related platforms
Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs
Align practice management principles with overall firm objectives to enable seamless integration and improved strategic outcomes
Lead organizational change efforts that improve planner adoption of new systems, processes, and client‑experience frameworks across Wealth Planning
Build and deliver scalable, beneficial frameworks and processes for planning teams
Utilize a consultative approach to deeply understand the needs of our planners, building trust and winning their hearts and minds
Size, evaluate, and lead critical initiatives; report progress and insights to the cross‑functional leadership team
Curate and develop retail go‑to‑market (GTM) strategy initiatives and materials
Streamline planner activities, improve operational efficiency, and standardize best practices based on planner segment needs
Build confidence and trust with the planner community through consistent partnership and enablement
Develop and facilitate workshops, planner offsites, and enablement events that strengthen consistency, planner capability, and client‑experience outcomes
Qualification
Required
Bachelor's Degree required
Minimum of 10 years of experience in financial services, wealth management, investments, or capital markets
5+ years of experience in coaching & developing Sales professionals
Strong background evaluating complex business problems and opportunities and presenting concise recommendations to leadership
Proven ability to work effectively at all levels of the organization
Exceptional analytical skills and proven ability to lead through ambiguity
Excellent written and verbal communication skills, with the ability to influence without authority
Advanced proficiency in Microsoft Office applications (Excel, Word, PowerPoint, etc.)
Demonstrated success working under tight timeframes and in fast‑paced environments; experience with Agile development is preferred
Ability to effectively partner with internal and external stakeholders
Willingness to travel 25-50%
Delivers compelling presentations and effectively commands an audience, inspiring confidence and action across planner and leadership groups
Preferred
CFP® Certification 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
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