Job Description

Creative Operations Manager

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.

Edelman Financial Engines is seeking a Creative Operations Manager to help support and scale the operating foundation for our Brand & Creative team. This role plays an important part in enabling high-quality creative work by supporting the systems, workflows, and resourcing models that allow ideas to move efficiently from concept to delivery.

As a key partner to Brand, Creative, and cross-functional teams, you will help ensure work is set up for success through clear intake, thoughtful prioritization, and strong operational execution. You will contribute to creating the conditions for creativity to thrive — balancing speed, rigor, and flexibility while maintaining alignment with broader business goals.

This role is ideal for someone who enjoys bringing structure to complex environments and is motivated by improving how teams work together to deliver meaningful brand experiences.

Responsibilities:

Workflow & operating model

• Support and continuously improve end-to-end creative workflows from intake through delivery
• Help implement intake and briefing structures that create clarity and reduce rework
• Apply prioritization frameworks to align creative work with business goals and team capacity
• Identify opportunities to streamline processes and improve cross-functional collaboration
• Help guide teams on how to engage Brand & Creative effectively, setting clear expectations for intake, timelines, and ways of working

Resourcing & capacity planning

• Support resourcing across internal team members, freelancers, and external partners
• Maintain visibility into team capacity, skill sets, and workload distribution
• Align project needs with the appropriate creative resources
• Flag potential resourcing gaps and support planning efforts as initiatives scale

Tools & infrastructure

• Manage core creative tools, including creative and AI tech stacks, project management platforms, digital asset management systems, and workflow solutions
• Maintain standards for asset organization, naming conventions, and version control
• Ensure tools and systems are used consistently across teams and partners
• Support relationships with vendors supporting creative technology platforms

Operational performance & continuous improvement

• Track operational health across throughput, efficiency, and speed to market
• Identify opportunities to improve consistency, quality, and scalability of creative output
• Support development of repeatable frameworks that enable multi-channel content creation

Requirements:

• 4–6 years experience supporting creative teams through project management, creative operations, or similar roles
• Experience working within established workflows and contributing to process improvements
• Strong organizational and problem-solving skills with attention to detail
• Ability to manage multiple initiatives simultaneously and adapt to changing priorities
• Experience working with freelancers, agencies, or external production partners
• Familiarity with project management tools such as Adobe Workfront
• Experience with digital asset management platforms such as Brandfolder, Frontify, AEM
• Strong communication skills and ability to collaborate across cross-functional teams

Mindset & approach

• Self-starter with a proactive and solutions-oriented mindset
• Comfortable operating in evolving environments where priorities may shift
• Brings structure and organization while remaining flexible and pragmatic
• Approaches challenges with curiosity and a problem-solving mindset
• Builds trust by keeping work organized, clear, and moving forward

Why this role matters

This role helps ensure the Brand & Creative team can deliver work that is consistent, well-organized, and aligned to business priorities. By supporting how workflows and how resources are applied, the Creative Operations Manager enables teams to focus on delivering high-quality creative that supports Edelman Financial Engines’ mission to help people live better financial lives.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $82,700 - $110,300 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 byBarron’sas 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,wesupportmore than1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets2Our unique approach to serving clients combines our advancedmethodologyand 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 visitEdelmanFinancialEngines.com

© 2026Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor.Certain servicesprovidedon an educational and guidance basis only.Results are not guaranteed.

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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 aremodifications or adjustments to the hiring process that would enable you to fullyparticipatein that process. If you needassistanceto accommodate a disability, you may request one at any time by either contacting your recruiter orefetalentacquisition@edelmanfinancialengines.com

1TheBarron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut 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 aprecombinationranking of 12th. 

2EdelmanFinancial Engines data, as ofSeptember 30, 2025.