Institutional Client Marketing Associate

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. Responsibilities:

• Own strategy, preparation, and content creation for Sales Enablement: Partner with the Sales team to create compelling pitch decks, one-pagers, and tailored collateral to reinforce EFE's market leadership, mission, and value proposition.
• Create bespoke storylines that engage, persuade, and cultivate expanded, lasting relationships with some of the nation's largest employers.
• Translate data, technical details around investment management and product and insights into RFP responses and 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 and engagement data to create bespoke and engaging content, and target opportunities for clients to adopt additional services.
• Partner with our internal Sales and client