Senior Manager, Client Development, Wealth Planning

Sr. Manager, New Client Development, Wealth Planning (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 and invested represents a lifetime of hard work and aspirations, and our commitment is to manage our clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions that help them feel confident about the plans they are making.

• Direct management of a team of revenue‑generating Financial Advisors focused on turning prospects into retail investment clients.
• Perpetuate a team culture of coaching and metrics‑based performance and accountability.
• Lead team meetings, small group, and 1‑on‑1 coaching sessions focused on improving Advisor efficiency.
• Interact with high‑value prospects to directly influence hiring decisions.
• Participate in new employee and ongoing educational training/coaching initiatives impacting the New Client Development organization.
• Collaborate with HR, Legal, and other groups regarding employee and process‑related issues and policies.
• Investigate and resolve prospect/client evaluations and escalations.

• 3+ years of experience in leadership roles in the Financial Services industry or a track record of success and continued improvement in a high‑volume, new‑client development Financial Advisor role.
• Strategic thinker who can communicate and execute tactically.
• Ability to manage through strong communication.
• Capable leader that deploys diplomacy while working collaboratively.
• Functional expertise in diagnosing operational and qualitative opportunities and introducing solutions.
• Fosters a culture of engagement, professional growth, and promotes successful outcomes.
• Series 65 required; CFP desired.

The expected base salary range for this role nationally is $105,000 – $125,000. Final base pay will be determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Our EEO Statement:
Edelman Financial Engines encourages success based on 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.

Since 1986, Edelman Financial Engines has been committed to 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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets.

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