Marketing Project Coordinator

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our commitment inspires you, we invite you to consider joining our team!

Reporting to the Manager of Workplace Education and Events, the Marketing Project Coordinator is part of a team that is deeply passionate about helping workplace participants achieve financial wellness by delivering events that significantly boosts engagement, adoption, and participant outcomes. You will be an experienced Marketing Coordinator or Project Manager with the ability to manage marketing event workflows, identify process improvements, report results, and own the project management of critical initiatives. You will drive and coordinate events and work closely with partners to ultimately meet webinar and onsite event expectations.

• Support ongoing marketing efforts, including developing project plans, being responsible for workflows, setting up virtual webinars and helping with coordination of onsite events
• Develop and supervise key performance indicators, report out results, proactively identify insights and take corrective action, when needed, to improve results
• Continuously test and optimize existing events to improve enrollment and upgrade
• Partner with marketing team and operations to define and improve processes for webinars and onsite events
• Support Onsite events at our largest Sponsors (often fortune 500 companies), traveling 1-2 times per month to help with coordination and set-up

• 4+ years of progressive project management or marketing coordinator experience with demonstrable knowledge of standard methodologies that deliver results
• Excellent communication, teamwork and influencing skills in a matrixed organizational environment
• Strong organization skills with an eye for process improvement
• Self-starter with a proven track record of leading sophisticated projects or managing marketing operations
• Ability to manipulate data and extract insights using Excel and internal reporting tools
• A learning and growth demeanor with a real passion for solving customer problems
• Experience working in or with a marketing or communications team preferred, but not required
• Experience in the financial industry and an understanding of the financial planning space a plus
• Onsite and webinar live event platform experience a plus

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 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.

© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.

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.

[1] The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

[2] Data as of 6/30/2021.