Consultant and Advisor Relations

Financial Engines   •  

Phoenix, AZ

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 39 days ago

Edelman Financial Engines is seeking a Consultant Relations Manager. You will be responsible for supporting, refining, and helping to execute on the firm’s consultant relations strategy, with focus on top tier defined contribution consulting firms and advisors.

This role is critical to increasing awareness of Financial Engines’ suite of participant help services and the specific results those services drive. You will be influencing the consultant community on the value of advisory services as a key component of plan design, differentiating Financial Engines from its competitors, helping to grow the business by increasing the inclusion of Financial Engines in consultant searches, and assisting with the retention of existing clients.

The position requires a unique blend of technical investment acumen, strategy and execution, as well as relationship building across both HR and investment consulting. It also requires collaboration with key functional groups across Financial Engines. The role is responsible for supporting other consultant relations and field sales resources to expand and ensure effective coverage.

Primary responsibilities of this role include:

Partner with and support the Head of Consultant Relations and other key internal stakeholders to develop and refine the firm’s consultant strategy, including contribution to Product/Customer Experience, general Marketing, Investment Management, Institutional Sales and Services positioning.

Execute on the strategy through both reactive servicing and targeted proactive outreach, as well as collaborating with field resources to develop and deepen relationships with key defined contribution consultants

Assist with the launch of new products, features, results, research and other special projects

Work closely with the Institutional Services leadership and relationship management team to manage and ensure the retention of existing clients

Provide periodic updates internally, both formally and informally to the firm’s leadership teams, as well as other key stakeholders

Seek periodic feedback from the consulting community on Financial Engines, its products/services and competitive standing both through formal surveys as well as informal feedback loops

Participate in consultant, vendor and industry conferences.


The successful candidate will have at least five to ten years of relevant industry experience, deep technical investment knowledge – CFA or CAIA preferred - as well as several years of experience in the institutional consulting marketplace, including managing existing relationships with top tier consultants and/or consulting clients.

Qualified candidates will also have/be:

Relationship management presence and strong presentation skills, effective written & verbal communications

Demonstrated ability to convey subject matter expertise in consultant investment process assessment meetings to articulate and promote Financial Engines investment methodologies

Skilled at establishing priorities and maintaining focus to achieve results with consistent follow through skills to deliver exceptional client service

Track record of navigating and coordinating internal people resources

Team player mindset; comfortable operating in a lean and fast-paced environment with aggressive growth aspirations

Demonstrated ability to work collaboratively with both internal and external partners

Annual travel: approximately 15-35%, growing over time

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