Apr 29, 2022

Marketing Technology Leader

  • Edelman Financial Engines
Full time Marketing

Job Description


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.

Edelman Financial Engines is modernizing its marketing technology ecosystem. We are in the process of onboarding key technologies that may not be new to you, but are new to our teams and staff. In this role, you will act as a leader to help the technical staff identify business requirements through use cases and marketing staff understand how to use the portfolio of new technologies.


  • Project manage the Wealth Planning Group’s delivery of the enterprise marketing technology roadmap – manage breakthroughs, next steps, risks, and barriers.
  • Design, develop and maintain clear and detailed marketing technology protocols, procedures, training, and user guidelines to drive user adoption.
  • Partner management of technical and non-technical users to drive cross-functional collaboration in strategy, project management, creative, activation and analytics.
  • Be a change agent by championing presentations and socializing new systems/processes/capabilities being built for users.
  • Teach users how to unlock growth opportunities using new marketing technologies.
  • Develop business and use cases for technology requirements that enable growth and scale.
  • Create measurable improvement in marketing efficiency, speed to market and project throughput that drive prospect awareness and client satisfaction.


  • Bachelor’s degree in marketing or technology with 10 years’ experience in digital marketing
  • Strong technical understanding of marketing technologies and automation principles.
  • Hands on experience with CDP, DAM, CMS and MAP.
  • Ability to prioritize and redefine priorities when necessary.
  • Outstanding attention to detail, communication skills, ability to work under tight deadlines in a fast-paced environment, balancing multiple competing tasks and demands.
  • The ability to understand and integrate feedback coming from many different internal partners with diverse viewpoints and opinions

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. Today, we are America’s top independent financial planning and investment advisory firm, as recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 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.


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