Senior Business Execution Strategist

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 Senior Business Execution Strategist on the Product & Investment Management team, you’ll play a pivotal role as an experienced individual contributor responsible for advancing and leading the development and delivery of an integrated operating model and multiyear roadmap that unites Technology, Product, and Investment Management teams. This candidate ensures the organization brings segmented solutions to market in alignment with the business plan, while driving clarity, accountability, and measurable outcomes across all functions. This role serves as the connective tissue between vision and delivery — shaping priorities, building business cases, orchestrating cross functional execution, and ensuring teams deliver with discipline, innovation, and operational excellence.

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 Business Execution Strategist role, we are seeking a candidate with proven ability to collaborate with diverse teams & shape business solutions to advance development of EFE’s wealth management solutions and facilitate implementation of our enterprise AI strategy. If you are a strategic thinker, comfortable navigating ambiguity with bias for action & measurable outcomes this may be an opportunity for you!

Responsibilities:

Lead complex business initiatives with limited guidance by defining objectives, assessing business value, sizing financial and operational impact, evaluating risks, and recommending practical courses of action for senior leadership consideration.

Develop & maintain  a strong understanding of market dynamics, competitive trends, client needs, technology shifts and industry developments especially in the fast-moving AI space

Lead cross-functional workstreams and selected initiatives from concept through pilot, launch readiness, and performance monitoring, establishing milestones, KPIs, decision points, and risk mitigation plans.

Partner with senior leaders and cross-functional stakeholders to align teams, influence decisions, and prepare leadership-ready materials for internal and external engagements.

Requirements

Bachelor’s degree required; advanced degree or relevant professional certification preferred.

8+ years of relevant experience across management consulting, corporate strategy, product strategy, financial services, banking/fintech, technology strategy, or business execution; experience in investment solutions or wealth management strongly preferred.

Proven ability to lead complex workstreams or initiatives, including strategic framing, analysis, stakeholder alignment, leadership communication, implementation planning, and outcome tracking.

Executive quality PowerPoint skills: story lining, visual synthesis, and tailoring messages for SLT/Board.

Excel/Sheets proficiency: Strong analytical toolkit (market/competitive analysis, basic financial modeling, scenario/sensitivity analysis)

Influence without authority: knows when to lead from the front vs. support the leader; escalates thoughtfully; does not step on toes.

Experience evaluating AI/ML solutions in regulated financial services environments (preferred)

 

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000- $143,900. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.  

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.  

  About Edelman Financial Engines  

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by  Barron’s  as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets  2 . Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  

 

For more information, please visit  EdelmanFinancialEngines.com . 

 

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  

 

For California residents, please see the link for the  Privacy Notice for Candidates . California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 

 

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 

 

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com . 

 

1   The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  

 

2  Edelman Financial Engines data, as of September 30, 2025