Edelman Financial Engines is hiring a Financial Education and Planning Lead to craft and deliver financial education to millions of employees who access services through their workplace. You will provide financial advice and guidance in one-on-one settings and to large groups to build financial knowledge and confidence.

What You'll Do

Develop financial education curriculum and materials, including presentations and handouts, to address attendee needs, increase financial acumen, and offer actionable steps to improve retirement outcomes.
Collaborate with the Engagement Center to keep an active pulse on employee calls, aligning educational content in real time to audience insights to better connect broad education to one-on-one advisor conversations.
Serve as the lead presenter and educator, presenting virtually via live and pre-recorded webinars and in-person to large audiences with varying financial knowledge.
Analyze attendee feedback, engagement metrics, and Q&A interactions to refine future content strategies and improve impact.
Own a robust baseline education content library for easy accessibility, ensuring it is consistently up-to-date.

What We're Looking For

10+ years of related experience.
Bachelor’s degree required.
Series 65 license required.
Ability to travel regularly as needed.
Ability to craft, deliver, and evaluate educational programming.
Dynamic presenter who can captivate and engage large audiences digitally and/or in-person.
Excellent written and verbal communication skills.
Highly collaborative with ability to work cross-functionally to achieve desired outcomes.
Self-starter who thrives in fast-paced environments with minimal direction.
Ability to educate on topics ranging from financial fundamentals to more sophisticated planning topics.

Team & Environment

You will be part of the Employee Solutions Integrated Marketing team.

Benefits & Compensation

Compensation range: $104,500 - $139,300.
Health, dental and other wellness plans.
401(k) contributions.

Work Mode

This is a hybrid position located in Boston, MA.

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.