AI COE - Strategic Partnerships & Execution

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 a 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 of Strategic Partnerships and Execution in the AI Center of Excellence, you’ll play a pivotal leadership role in accelerating Edelman Financial Engines’ AI Transformation. This role serves as a central liaison between the AI Center of Excellence (COE), business stakeholders, technology teams, and enterprise governance functions including Legal, Compliance, Information Security, Risk, Privacy, and Procurement ensuring consistency in delivery of AI Tools and Education across all platforms.

This role is responsible for identifying opportunities, developing business cases, aligning stakeholders, and orchestrating cross-functional execution from concept through implementation for all of our AI-powered capabilities. You will help translate vision into action by driving partnerships, managing key strategic initiatives, and ensuring teams are equipped with the tools, education, and frameworks needed to embrace an AI‑first future.

We are seeking a highly collaborative and influential leader with a proven track record of building strong relationships across complex organizations and external partnerships. The ideal candidate excels at navigating ambiguity, balancing strategic thinking with operational execution, and bringing diverse stakeholders together around a shared vision.

If you are energized by the opportunity to shape the future of AI, thrive in fast‑paced and evolving environments, and have a passion for driving organizational change through partnership, execution, and innovation, we invite you to join us in helping define the next chapter of AI at Edelman Financial Engines.

• Strategic Partnerships & Stakeholder Management
• Serve as a primary liaison between the AI Center of Excellence and key enterprise partners, including Legal, Compliance, Information Security, Risk Management, Privacy, Procurement, Technology, Operations, and business leadership.
• Build and maintain strong cross-functional relationships to support the successful delivery of AI and technology initiatives.
• External Partnerships & Vendor Management
• Manage relationships with strategic technology and AI partners to ensure alignment with organizational priorities and business objectives.
• Coordinate vendor onboarding, evaluation, and engagement activities in partnership with Procurement, Legal, Compliance, and Technology teams.
• Establish performance expectations and monitor progress against commitments, deliverables, and service levels.
• Execution & Delivery Management
• Develop and enhance processes that improve coordination, governance, and execution across the AI COE ecosystem.
• Establish metrics and reporting to measure partnership…