Job Description

Sr. Relationship Manager (Boston, MA or Remote) 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 Senior Relationship Manager on the Workplace Relationship Management team, you’ll play a pivotal role by building strategic partnerships and providing outstanding customer service to large plan sponsors. The Senior Relationship Manager serves as the primary business owner of a book of complex plans across various plan recordkeepers. This position is responsible for developing and managing an account plan for each client within an assigned book of business that will meet or exceed client expectations while furthering Edelman Financial Engines’ business goals, particularly in areas of client retention, revenue growth, and client satisfaction. Senior Relationship Managers are encouraged to put themselves in the client’s shoes, helping to solve their problems by proposing one of our solutions. 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 Senior Relationship Manager role, we are seeking a candidate with a proven ability to present clear ideas and persuade others to help advance client retention and grow revenue. If you are someone who thrives in a fast-paced, high-stakes environment while being a creative problem solver, this may be an opportunity for you! Responsibilities:

Thoroughly understand client’s business goals, benefits strategy, and annual priorities to establish joint objectives in collaboration with Client Managers, Communications Managers and other internal partners
Serve as primary client contact, helping clients understand EFE’s value proposition, in addition to keeping clients advised of new products and services and any updates to EFE’s business strategy
Develop and execute renewal strategy for each client
Build and implement sales strategy; identify & assess cross sell opportunities
Represent clients’ interests within EFE: seek and synthesize input from clients regarding business needs. Determine prioritization and importance for client’s needs and advocate appropriately within EFE
Industry and product knowledge: stay informed of developments and challenges in the 401(k) industry, as well as the advice and discretionary asset management markets

Requirements:

7-10 years of institutional relationship experience in Defined Contribution space or similar industry, with proven track record of managing large institutional client relationships
Knowledge of retirement plans and issues and challenges of the 401(k) marketplace

Strong negotiation and conflict resolution skills
Track record of successfully selling into existing relationships
Experience presenting to and communicating complex concepts to various levels of employees
Ability to empower and influence internal colleagues, including crafting and maintaining positive relationships with team members, partners, and senior management
Bachelor's degree in Business or related field required; advanced degree a plus
Ability to travel up to 30-40% of the time

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $117,700 - $156,900. 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. 

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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