Director, Institutional Thought Leadership (Remote, Nationwide)
About The Position
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As the Director, Institutional Thought Leadership on the Workplace team, you’ll play a pivotal role in raising awareness of our services by crafting content on a broad range of topics that engage plan sponsors, investment consultants, and recordkeepers. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Director, Institutional Thought Leadership role, we are seeking a teammate with diverse understanding of and curiosity for a wide range of financial topics and the ability to communicate them cogently to different audiences. If you are a strategic thinker with exceptional storytelling capabilities and enjoy working in a highly collaborative environment – this may be an opportunity for you!
Requirements
- 10+ years of financial services experience with a deep passion for a wide range of financial and corporate / employee benefits topics (e.g. defined contribution plans, advisory services, alternative investments, employer/employee financial benefits, retirement trends, investment strategy, asset classes, etc.)
- Self-directed content creation capabilities
- Exceptional storytelling, writing and messaging skills – able to craft clear, compelling content and deliver drafts in multiple modalities (two-pagers, meeting slides, webinars, etc.) that are well-developed and ready for refinement.
- A team-oriented and highly collaborative approach – you produce your best work when it’s informed by diverse insights, ideas, and contributions from others.
Responsibilities
- Synthesize internal EFE retirement plan data with external industry trends, data, and insights into well-developed, commercially viable content, owning the process from draft stage to distribution.
- Partner closely with EFE’s Investment Management, Sponsor Engagement, Sales, Product, and Data teams to identify insights, gather data, and jointly pursue opportunities for content creation.
- Collaborate with Corporate Communications to identify and implement content and thought leadership platforms that drive broader awareness and coverage.
- Develop short, medium, and long-form content that will be provided tactically to EFE’s sales and relationship management teams for use in client engagements.
- Execute against content deliverables within strategic EFE workstreams related to modernizing the Workplace value proposition and unique positioning the firm within growing trends (e.g. the rise of private assets in 401ks).
- Build and implement a publishing calendar and produce materials that can be understood by a wide range of target audiences.
Benefits
- health, dental and other wellness plans
- 401(k) contributions
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
