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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.

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