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Role Overview:
- Serve as connective tissue between vision and delivery, shaping priorities and building business cases.
- Drive clarity, accountability, and measurable outcomes across Technology, Product, and Investment Management.
- Facilitate implementation of enterprise AI strategy and wealth management solutions.
Key Responsibilities:
- Lead cross-functional workstreams from concept through pilot and performance monitoring.
- Establish milestones, KPIs, decision points, and risk mitigation plans.
- Prepare executive-quality materials for internal and external engagements.
Qualifications:
- Bachelor's degree required; advanced degree preferred.
- 8+ years in management consulting, corporate strategy, financial services, fintech, or technology strategy.
- Proven ability to lead complex workstreams with strategic framing and stakeholder alignment.
Benefits:
- Competitive base salary and discretionary bonus.
- Health, dental, and wellness plans.
- 401(k) contributions and other benefits.
Edelman Financial Engines
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice. The firm manages over $324 billion in assets for more than 1.27 million clients across 140+ offices and is grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.