Sr. Manager, Advisor Center
Edelman Financial Engines
About this role
The Sr. Manager, Advisor Center at Edelman Financial Engines leads a frontline team focused on enhancing client experience and satisfaction through personalized outreach and financial guidance. The role involves coaching advisors, motivating performance, and ensuring the delivery of value through effective client relationships and service excellence.
Skills
Qualifications
About Edelman Financial Engines
edelmanfinancialengines.comEdelman Financial Engines is a large independent wealth management and retirement-planning firm created by the merger of Edelman Financial Advisors and Financial Engines. It delivers personalized financial planning, investment and wealth management, 401(k) and employer‑plan advice, and tax‑aware strategies through a hybrid model of digital tools and human advisors. The firm serves individual investors, employer‑sponsored retirement plans and institutions, offering online planning tools, portfolio management, and ongoing fiduciary guidance to help clients pursue long‑term goals. It’s known for combining scalable technology with dedicated advisors and a fiduciary approach to advice.
About Edelman Financial Engines
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Edelman Financial Engines.
Salary
$130k – $158k
per year
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