Edelman Financial Engines

Director, Consultant Relations (Remote, Nationwide)

Edelman Financial Engines  •  $158k - $210k/yr  •  United States (Remote)  •  1 month ago
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Job Description

 Director, Consultant Relations (Remote - nationwide)   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.     As a Director, Consultant Relations on the Institutional Distribution team,  you’ll play a pivotal role by deepening current and cultivating new relationships with Tier I and II Defined Contribution consulting firms and advisors to support new business growth. This role drives strategic engagement with the consultant community to position Edelman Financial Engines' participant services as a core element of modern plan design, expanding search inclusion, differentiating our value, accelerating growth, and strengthening client retention.  In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Director, Consultant Relations role, we are seeking a candidate with proven relationship-building skills and the ability to manage complex stakeholder networks to help enhance our industry position. If you are an innovative, collaborative and dynamic thought-leader, this may be an opportunity for you!        Responsibilities:   
  • Partner with the Vice President of Institutional Distribution and cross-functional leaders ( Product, Marketing, Investments, Institutional Services, and Sales) to shape and advance the consultant go‑to‑market strategy and enterprise positioning). 
  • Own  and execute the consultant channel strategy through proactive outreach and close coordination with field teams, building durable relationships with top defined contribution consulting firms.
  • Influence and shape consultant evaluation frameworks by developing deep insight into firm methodologies and positioning Edelman Financial Engines as a preferred advisory partner.
  • Drive consultant‑led growth by setting and achieving ambitious opportunity expansion and client retention goals across key consulting relationships.
  • Support enterprise priorities through the launch of new products, features, research, and strategic initiatives, ensuring strong consultant awareness and advocacy.
  • Partner with Institutional Services and relationship management leaders to reinforce consultant engagement in support of client retention and long‑term account stability.
  • Serve as a conduit of market intelligence—gathering consultant feedback on products, services, and competitive positioning—and deliver clear insights to internal leadership; represent the firm at key industry and consultant forums.
  Requirements:   
  • Bachelor's degree and a minimum of 10 years of related experience 
  • Strong relationship management, interpersonal and influencing skills and ability to communicate effectively with a variety of audiences, both written and orally
  • Knowledge and experience with price benchmarking and RFI/RFP processes
  • Comfortable in a fast-paced environment with ability to prioritize and synthesize multiple inputs and stakeholder needs to deliver outstanding service
  • Annual travel is 15-35%, growing over time
    Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $157,600 - $210,100.  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    © 2026 Edelman 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 services provided on an educational and guidance basis only. 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.    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 HRQ@EdelmanFinancialEngines.com    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.    
Edelman Financial Engines

About Edelman Financial Engines

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.

Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).

Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.

In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Santa Clara, California
Year Founded
1987
Website
edelmanfinancialengines.com
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