Sr. Provider Manager (Remote or Boston, MA)
About this role
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 Provider Manager on the Provider Partner Team, you will serve as the primary point of contact for a sub-advised provider partner(s). In this role, you are responsible for the day-to-day management of these relationship(s), overseeing client initiatives in collaboration with provider client teams, and leading provider-specific projects in partnership with provider business teams. You will also drive the delivery of services and service enhancements for existing sponsor and provider relationships, while ensuring alignment with and execution of the overall relationship strategy.
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. Provider Manager role, we are seeking a candidate with proven relationship management and project management skills to help advance the growth and depth of our provider relationships. If you are hardworking, detailed oriented, and collaborative, this may be an opportunity for you!
Responsibilities:
- Identify and anticipate client and provider requirements to ensure satisfaction with service delivery; serve as a strong advocate for client and provider needs within Edelman Financial Engines (EFE).
- Maintain a clear understanding of organizational priorities and effectively execute against corporate objectives.
- Implement the overall relationship strategy to ensure the effective deployment and execution of initiatives that drive engagement and enrollment opportunities.
- Develop a comprehensive understanding of the provider clients’ retirement benefits strategies and objectives, and align efforts to support mutual goals.
- Lead provider service reviews, partnering closely with EFE support teams to develop, refine, and execute against defined objectives.
- Proactively mobilize internal resources to ensure the accurate and timely resolution of client and provider service requests and issues.
- Facilitate the annual due diligence review of processes, procedures, and service offerings for each provider partner.
Requirements:
- Direct client facing experience
- Excellent verbal and written communication skills; executive presence; comfortable representing EFE externally and engaging with senior stakeholders
- Demonstrated project management skills; ability to manage multiple engagements/projects with precision and attention to detail
- Ability to thrive in a fast paced, multi-tasking, deadline driven environment
- Capable of working with multiple people/teams
- 10+ years Defined Contribution and/or financial services
- Bachelor’s degree required
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $107,200 - $143,000. 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 [email protected].
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
Company at a glance
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.
Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).
Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.
In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
Founded1987
Team Size1,001-5,000 employees
WorkspaceRemote ok
IndustryFinancial Services
Location
Boston, Massachusetts, United States
Websiteedelmanfinancialengines.com
LinkedInLinkedIn
Top Benefits
- Discretionary bonus
- Health insurance
- Dental insurance
- Wellness plans
- 401(k) contributions
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