Vice President, Product Marketing (Hybrid any EFE Office 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.
Edelman Financial Engines (EFE) is seeking a VP of Product Marketing for our core financial planning audience to define and leadclient and planner value proposition articulation and delivery,driven by data, insights, and a deep understanding of our audience. This leader will shape“why EFE”,articulating why this is the best place for planners to build a career and practice, and clearly communication how we are best at delivering for our clients.
You will drive audience strategy, go-to-market approach, and marketing programs that fuel growth and brand differentiation, while bringing structure, discipline, and strategic clarity to marketing through a strong product marketing lens.
You’llbuild and lead a high-performing team, fostering a culture grounded in curiosity, accountability, and continuous development. As a key connector across a matrixed organization, you will use influence, shared goals, and data-driven decision-making to align teams and deliver measurable impact.
The VP, Product Marketing willpartner cross-functionally with brand & creative, growth marketing, product, planners and client teamsto deliver a cohesive and unified strategy that translates insights into action.
Responsibilities:
Bring theclient and planner value propositionto life:
Define and evolve EFE’s value proposition using data, insights, and market understanding,clarifying who we are for our clients and why EFE is the best place for financial planners to build a meaningful, scalable career and practice.
Quarterback the audience experience:
Own the end-to-end strategy foracquiring, engaging, andretainingour core financial planning audience,driving lifetime value, satisfaction, and NPS.
Define and activate audience strategy throughinsights:
Own and deliver audience segmentationstrategyacross the organization,leveragingdata, competitive intelligence, and internal/external feedback to inform positioning, messaging, and program development.
Expand product marketing discipline for strategic impact:
Establish clear frameworks for positioning, messaging, and go-to-market strategy. Translate insights into actionable plans, ensuring consistency and clarity across channels and teams.
Deliver integrated customer journeys:
Develop end-to-end journeys that inspire and guide priorities across marketing, product, and planner/client-facing teams.
Drive cross-functional alignment and execution
Establish and lead a collaboration model across brand, growth marketing, product, and Client teams to ensure cohesive strategies and effective execution across all channels.
Champion experimentation and continuous optimization:
Embed a test-and-learn mindset across marketing, product, and planner experiences to accelerate growth and innovation.
Set strategy, goals, and operating rhythm:
Define OKRs, budgets, and priorities in partnership with the business. Serve as the strategic conduit between businessobjectivesand marketing execution.
Develop andoptimizetalent:
Build, coach, and scale a high-performing team, investing in talent development, capability building, and creating clear paths for growth and impact.
Qualifications:
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $217,000 - $290,000. 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.
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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.
