Marketing Coordinator

Marketing Coordinator (Boston or Remote)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. 

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Marketing Coordinator on the Institutional Marketing team, you’ll play a pivotal role by helping support our strategic business pursuits, assisting at key stages of the opportunity from the proposal through to the final pitch. 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 Marketing Coordinator role, we need someone with writing, presentation, and project management skills to help advance our business results. If you are a go-getter and a quick learner who takes initiative, this may be an ideal match for you! This role will allow for cross-functional partnership and exposure with ample growth opportunities.

Responsibilities:

• Support strategy, preparation, and content development for sales and retention opportunities
• Own proposal process from initial receipt through final delivery; write, format, and review final documents.
• Experience with Long and Short form written content.
• Lead kickoff calls for key opportunities, support development of win themes and differentiators.
• Own presentation development for large business pursuits by using existing content and developing new content.
• Craft new responses to proposal questions in collaboration with subject area leaders
• Continually update and refine RFP content database.
• Proof and quality-check all work products and meet critical timelines.

Requirements:

• 4+ years of relatable professional experience
• Strong time management, project management and prioritization skills
• An outstanding communicator with strong writing, editing, and proofreading skills.
• Prior experience with RFPs and proposal content management system (i.e. Qvidian) preferred
• Strong proficiency in PowerPoint a must with an eye for creative design
• Adept at listening, asking questions and taking initiative.
• Effective communication and relationship-building across all levels of the organization, including executive leadership.
• Bachelor’s degree required.
• Marketing samples may be requested.

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and 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 visit EdelmanFinancialEngines.com.

© 2023 Edelman 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. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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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 are modifications or adjustments to the hiring process that would enable you to fully participate in that process.  If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. 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 a precombination ranking of 12th.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

 3 Edelman Financial Engines data, as of Dec. 31, 2022.