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

Position Overview

Edelman Financial Engines is seeking an Institutional Client Marketing Associate to join our team in Boston, MA; Santa Clara, CA or remotely. In this role, you will support our mission by driving client retention through persuasive B2B storytelling, strategic content creation, and strong project management. You will work closely with internal client-servicing and Sales teams to cultivate and sustain long-term relationships with major employer clients.

Key Responsibilities

• Own the strategy, preparation, and content creation for client retention and prospective client meetings, focusing on client-facing presentations.
• Create bespoke storylines that engage, persuade, and cultivate lasting relationships with some of the nation’s largest employers.
• Translate data and technical details into creative narratives that demonstrate the value of our financial planning and advice services.
• Research client-specific priorities using internal and external sources to identify opportunities for additional services.
• Collaborate with client-servicing and Sales teams to lead meetings and bring key themes to life through presentations.
• Support marketing campaigns aimed at deepening client relationships and fostering long-term loyalty.

Required Qualifications

• 4+ years of relevant professional experience.
• Bachelor’s degree with proven B2B storytelling and financial services experience.
• Demonstrated client-centric approach with empathy and curiosity.
• Experience working closely with client-servicing and Sales teams.
• An "owner" mentality with strong project management and strategic marketing skills.
• Excellent communication, listening, and relationship-building skills.
• Strong proficiency in PowerPoint with a flair for creative design and data visualization.
• Marketing samples may be requested.

Benefits & Perks

• Compensation: Base salary range of $64,300 - $85,800 nationally, determined based on responsibilities, skills, experience, location, and market conditions.
• Eligibility for additional compensation such as a discretionary bonus.
• Comprehensive benefits including health, dental, and other wellness plans.
• 401(k) contributions offered.
• Flexibility with in-office, hybrid, or remote work arrangements.