Director, Practice Management & Enablement
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC is seeking a Director to lead practice management strategy and enablement for our planner network. This remote role partners with cross‑functional leaders to align training, CRM systems (Salesforce), and go‑to‑market initiatives with firm objectives. You will design scalable processes, drive adoption of new tools, deliver workshops, and coach senior planners to achieve KPI targets while advancing client experiences across Wealth Planning. #J-18808-Ljbffr Edelman Financial Engines, LLC
Vacancy posted 3 days ago
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