Edelman Financial Engines

Facilities Lead

Edelman Financial Engines  •  $65k - $87k/yr  •  Overland Park, KS (Hybrid)  •  4 days ago
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Job Description

Facilities Lead (Kansas City-Hybrid)

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.

This position provides Facilities support services to the Kansas City office and to branch locations across the country. The role operates in a dynamic, serviceoriented environment and requires strong organizational skills, effective time management, independent thinking, and a high level of personal accountability.

The ideal candidate is someone who enjoys problemsolving, working with people, and seeing tasks through to completion. This role focuses on coordinating, troubleshooting, and resolving facilitiesrelated issues—not handson building engineering, plant operations or core building infrastructure issues.

Responsibilities:

  • Provide handson resolution of Facilities service tickets on a firstin, firstout basis, while maintaining focus on priority items
  • Support a wide range of facilities activities, including:
    • Furniture moves and office reconfigurations
    • Coordinating of painting, cleaning, and minor maintenance
    • Employee onboarding and offboarding support
    • Issuing and managing access control badges
    • Tracking HVAC Preventive Maintenance at locations where it’s a Tenant responsibility
    • Other facilitiesrelated projects as assigned
  • Communicate regularly with the Corporate Facilities Director to review ticket volumes, priorities, and active issues
  • Interface with building Property Management teams to address landlordresponsible items and ensure timely resolution of issues requiring a 3rd party vendor to resolve
  • Coordinate with outside facilities contractors and service providers to maintain office equipment and address repair needs
  • Participate in special projects as assigned

Requirements:

  • Experience supporting an office environment in a facilities, operations, administrative, or customer service capacity
  • Strong written and verbal communication skills with demonstrated followthrough
  • Customer service background strongly preferred
  • Proven record of punctuality, reliability, and accountability; this role supports staff across the organization and is highly servicedependent
  • Ability to think critically, troubleshoot issues, and exercise sound judgment
  • Strong organizational skills with the ability to prioritize and meet deadlines in a fastpaced environment
  • Ability to perform basic facilities tasks as needed, including lifting, carrying, and moving light furniture or equipment, and using basic hand tools

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $65,400 - $87,200 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.

For California residents, please see the link for thePrivacy Notice for Candidates California law requires that we provideyouthis 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 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.

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
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