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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 a 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 a Product Marketing Associate on the Employee Planning Marketing team , you’ll help put employees and their needs at the center of how we market EFE’s products, services and experiences. You’ll develop a deep understanding of our audiences and help translate their needs, behaviors and motivations into relevant positioning, messaging and marketing strategies that connect employees with the broader financial support EFE can provide.
We’re looking for someone who is curious about people and what drives their behavior, enjoys turning insights and data into actionable marketing strategies, and is excited to work across teams to move ideas from insight to execution.
Responsibilities:
Design, develop and execute multi-channel marketing programs that drive advisor engagement, leveraging audience needs and insights to connect employees with relevant financial support and ultimately drive Employee Planning growth.
Analyze program and advisor engagement performance to identify opportunities, optimize marketing effectiveness and inform the ongoing evolution of program design.
Develop a deep understanding of employee financial needs, behaviors and preferences to help define audience segments and translate their needs into relevant positioning, messaging and marketing experiences that drive engagement with EFE’s products and services.
Partner with the Engagement Center, Product, Analytics and other cross-functional teams to gather insights, identify opportunities and inform the development and optimization of Employee Planning marketing programs.
Support the project management of other programs within Integrated Marketing as needed
Requirements:
3-5 years of consistent track record delivering compelling and impactful work in relatable roles Experience in the financial services industry preferred Passion for research and a dedication and desire to understand users and their preferences A creative thinker/storyteller who can bring new, outside-the-box ideas to the table Strong writing skills including an ability to simplify complex concepts Experience collaborating with creative partners (i.e. writers, designers) to bring a vision to life Ability to develop successful cross-functional partners within and outside of marketing Organized and detail-oriented with the ability to ensure projects are led effectively and efficiently Bachelor’s Degree in Marketing, Business, or other related field, or equivalent work experience
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $71,800 - $95,800. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or .
1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025
