Institutional Client Marketing Associate; Boston, MA; Santa Clara, CA or Remote

Institutional Client Marketing Associate (Boston, MA; Santa Clara, CA or 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 represents a lifetime of hard work and aspirations, and every dollar invested has 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.

Our employer clients trust us to provide personalized retirement advice and education for their employees, integrated with the organization’s benefits. Our team is looking for a Marketing Associate to advance our mission by helping HR and corporate treasury leaders provide our financial advisory services as a retirement planning benefit for their employees.

As a Marketing Associate you’ll play a pivotal role by helping to retain our employer clients who elect to make EFE’s financial planning services available to their employees. This role is focused on retention and servicing marketing efforts to reinforce and retain B2B long‑term relationships with our employer clients.

We are looking for the ideal candidate to complement the team’s existing talents. For this Marketing Associate role, we need someone with B2B storytelling, presentation creation, and project management skills. If you are a motivated and an adaptive learner who takes initiative, this may be an ideal match for you! This role will allow for cross‑functional partnership, exposure, and growth opportunities.

• Own strategy, preparation, and content creation (primarily client‑facing presentations) for client retention and prospective client meetings.
• Create bespoke storylines that engage, persuade, and cultivate lasting relationships with some of the nation’s largest employers.
• Translate data, technical details around investment management and product and insights into creative, original stories of the value and impact of our financial planning and advice services to our employer clients.
• Use internal and external sources to research and uncover client‑specific priorities, create bespoke and engaging content, and target opportunities for clients to adopt additional services.
• Partner with our internal client‑servicing and Sales stakeholders, lead internal meetings, and identify key themes of most relevance to the client, then bring those themes to life through presentations.
• Support marketing campaigns and programs to deepen and expand existing client relationships and client loyalty.

• 4+ years of relatable professional experience.
• Bachelor’s degree, B2B storytelling, and financial services experience required; understanding of the needs and challenges of the large employer audience is a plus.
• Client‑centricity:
  Approaches challenges with empathy and curiosity; shows aptitude for stepping into the shoes of clients and service teams to build trust, identify opportunities, and demonstrate the value our services are providing the employer client and their employees.
• Experience partnering with client‑servicing and Sales internal partners.
• An “owner” mentality, eager to take responsibility for projects, boldly identify and present ideas, and learn quickly in a dynamic B2B environment. Strategic and confident marketer with ability to manage multiple projects at a time.
• Excellent communicator with strong listening, verbal, writing, and proofreading skills.
• Effective at building…