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.
As a Sr Manager of Business Development on the Retirement Plan Consulting team, you’ll play a pivotal role by building and advancing a pipeline of acquisition and recruiting opportunities, serving as a trusted industry ambassador, and driving growth through strategic business development, relationship management, and market engagement.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr Manager of Business Development role, we are seeking a candidate with proven business development and relationship-building expertise to help advance the continued growth and expansion of EFE’s Retirement Plan Consulting business through advisor recruiting and firm acquisitions. If you are a strategic networker, persuasive communicator, relationship-focused professional, and proactive self-starter with a strong hunter mindset, this may be an opportunity for you!
Responsibilities:
Develop and execute sourcing and business development strategies to identify acquisition and recruiting opportunities within the retirement plan advisory market.
Build, manage, and maintain a robust pipeline of qualified retirement plan firms, advisors, and consultants.
Lead proactive outreach efforts through networking, referrals, industry events, conferences, cold outreach, and relationship-building activities.
Establish and cultivate relationships with firm owners, consultants, M&A advisors, bankers, recordkeepers, TPAs, and other industry influencers to generate new opportunities.
Serve as a compelling ambassador for EFE, effectively communicating the firm's value proposition, growth opportunities, and competitive advantages.
Tailor messaging and engagement strategies to diverse audiences, including firm founders, experienced consultants, and emerging retirement plan professionals.
Partner with internal stakeholders across Retirement Plan Consulting, Corporate Development, Finance, Legal, Compliance, and Talent Acquisition to align sourcing, recruiting, and acquisition efforts.
Evaluate prospective firms, advisors, and opportunities for strategic, cultural, and business fit, supporting initial diligence and opportunity assessment.
Drive opportunities through the acquisition and recruiting lifecycle, ensuring a seamless experience from initial engagement through close, hire, or acquisition. Achieving annual targets.
Maintain accurate CRM data and provide regular reporting on pipeline health, activity levels, conversion metrics, and sourcing effectiveness.
Monitor industry trends, competitive activity, market consolidation, regulatory developments, and talent movement to identify emerging opportunities and inform strategy.
Develop, maintain, and enhance origination tools, templates, and marketing materials while providing guidance and training support to internal teams on their use.
Requirements:
Bachelor's…