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Director, Practice Management & Enablement
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-16
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-16
Job specializations:
-
Business
Change Management, Professional Development
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Director to lead practice management strategy and enablement for our planner network. This remote role partners with cross‑functional leaders to align training, CRM systems (Salesforce), and go‑to‑market initiatives with firm objectives.
You will design scalable processes, drive adoption of new tools, deliver workshops, and coach senior planners to achieve KPI targets while advancing client experiences across Wealth Planning.
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