Sr. Provider Manager (Remote or Boston, MA)

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 Senior Provider Manager on the Provider Partner Team, you will serve as the primary point of contact for a sub-advised provider partner(s). In this role, you are responsible for the day-to-day management of these relationship(s), overseeing client initiatives in collaboration with provider client teams, and leading provider-specific projects in partnership with provider business teams. You will also drive the delivery of services and service enhancements for existing sponsor and provider relationships, while ensuring alignment with and execution of the overall relationship strategy.

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 Sr. Provider Manager role, we are seeking a candidate with proven relationship management and project management skills to help advance the growth and depth of our provider relationships. If you are hardworking, detailed oriented, and collaborative, this may be an opportunity for you!

• Identify and anticipate client and provider requirements to ensure satisfaction with service delivery; serve as a strong advocate for client and provider needs within Edelman Financial Engines (EFE).
• Maintain a clear understanding of organizational priorities and effectively execute against corporate objectives.
• Implement the overall relationship strategy to ensure the effective deployment and execution of initiatives that drive engagement and enrollment opportunities.
• Develop a comprehensive understanding of the provider clients’ retirement benefits strategies and objectives, and align efforts to support mutual goals.
• Lead provider service reviews, partnering closely with EFE support teams to develop, refine, and execute against defined objectives.
• Proactively mobilize internal resources to ensure the accurate and timely resolution of client and provider service requests and issues.
• Facilitate the annual due diligence review of processes, procedures, and service offerings for each provider partner.

• Direct client facing experience
• Excellent verbal and written communication skills; executive presence; comfortable representing EFE externally and engaging with senior stakeholders
• Demonstrated project management skills; ability to manage multiple engagements/projects with precision and attention to detail
• Ability to thrive in a fast paced, multi-tasking, deadline driven environment
• Capable of working with multiple people/teams
• 10+ years Defined Contribution and/or financial services
• Bachelor’s degree required

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $107,200 - $143,000. 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)…