• Help make a big difference in healthcare access • Align, direct, and oversee the delivery of data, analytics, and insights • Own the deployment of performance insights that drive strategic and operational decision-making • Serve as a primary liaison between clients and internal teams • Translate complex analytical findings into clear, actionable insights • Ensure analytics solutions are delivered in a timely, accurate, consistent, and high-quality manner • Collaborate cross-functionally to maintain alignment with client needs • Actively participate in client conversations and internal planning meetings • Create and present executive level PowerPoint summaries of key analyses and projects

Role Description The Director, Practice Management, Strategy and Enablement plays a critical role in supporting financial planners as they build and lead successful practices. This role provides mentorship, resources, and tools to optimize planner workflows, elevate client experiences, and advance the strategic evolution of Practice Management across Edelman Financial Engines. This position also drives transformational leadership in client experience, supporting and enhancing client relationship management strategies across planners, Client Service Associates, and the Engagement Center—leveraging firm-wide capabilities to improve consistency, scale, and impact. - Drive the development and evolution of practice management strategy and implementation to help planners build successful practices. - Collaborate with cross-functional leadership teams to ensure alignment with training needs, software, systems, and tools used in Practice Management and client relationship management, with a specific focus on Salesforce and related platforms. - Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs. - Align practice management principles with overall firm objectives to enable seamless integration and improved strategic outcomes. - Lead organizational change efforts that improve planner adoption of new systems, processes, and client experience frameworks across Wealth Planning. - Build and deliver scalable, beneficial frameworks and processes for planning teams. - Utilize a consultative approach to deeply understand the needs of our planners, building trust and winning their hearts and minds. - Size, evaluate, and lead critical initiatives; report progress and insights to the cross-functional leadership team. - Curate and develop retail go-to-market (GTM) strategy initiatives and materials. - Streamline planner activities, improve operational efficiency, and standardize best practices based on planner segment needs. - Build confidence and trust with the planner community through consistent partnership and enablement. - Develop and facilitate workshops, planner offsites, and enablement events that strengthen consistency, planner capability, and client experience outcomes. Qualifications - Bachelor’s Degree required. - Minimum of 10 years of experience in financial services, wealth management, investments, or capital markets. - 5+ years of experience in coaching & developing Sales professionals. - Strong background evaluating complex business problems and opportunities and presenting concise recommendations to leadership. - Proven ability to work effectively at all levels of the organization. - Exceptional analytical skills and proven ability to lead through ambiguity. - Excellent written and verbal communication skills, with the ability to influence without authority. - Advanced proficiency in Microsoft Office applications (Excel, Word, PowerPoint, etc.). - Demonstrated success working under tight timeframes and in fast-paced environments; experience with Agile development is preferred. - Ability to effectively partner with internal and external stakeholders. - CFP® Certification preferred. - Willingness to travel 25-50%. - Delivers compelling presentations and effectively commands an audience, inspiring confidence and action across planner and leadership groups. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $133,000 - $177,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - 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.

• Collaborate to develop and refine new business strategies, including new GTM channels, positioning updates, and value proposition development • Develop business case and recommendations for new business initiatives • Support customer segmentation and segmentation/account specific planning • Maintain a pulse on trends specific to PBM as well as across the broader healthcare industry • Work closely with supply chain for deeper insight on pricing trends and changes • Work closely with Sales and Proposals teams to craft offers to pharmacy consultants, brokers, and clients which properly reflect SmithRx’s value. • Work with SmithRx senior leadership to innovate and evolve performance models for SmithRx, and the PBM industry as a whole. • Engage pharmacy consultants and brokers to educate the market about SmithRx’s core business pillars and why it optimizes client outcomes. • Various other ad hoc strategic projects aimed supporting SmithRx growth initiatives • Lead Performance Assessment initiative, in collaboration with the Account Management and Data teams to ensure that SmithRx performance analysis is completed and value is communicated to clients on an ongoing basis so that our customers are aware of our value. • Build a "performance assessment playbook” to ensure SmithRx is ahead of all contract performance accountability processes with clients and partners, and clients are satisfied with our outcomes. • Work with the Data Analytics team to deeply understand our performance for clients, and build reports to maximally automate the process of performance accountability. • Actively participate in deal assessment for ongoing retention activity

• Lead large and complex strategic advisory service engagements • Engage with executive-level individuals in diverse industry segments • Assess and develop cybersecurity and incident response programs proactively • Deliver high-quality written and verbal reports, presentations, recommendations, and findings • Demonstrate industry thought leadership through blog posts and public speaking events • Identify and address emerging trends in cybersecurity • Manage internal programs and teams • Support staffing and scheduling of strategic resources on upcoming engagements