Enter a job title or keyword

Sr. Provider Manager (Remote or Boston, MA)

Edelman Financial Engines

Job Location:

Boston, NH - USA

Yearly Salary: USD 107200 - 143000

Posted: 1 October 2026 (22 hours ago)

Application Deadline: 29 December 2026

Vacancies: 1 Vacancy

Job Summary

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. Thats 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 teams existing talents. For this Sr. Provider Manager role we are seeking a candidate with proven relationship management and project management skillsto help advance the growth and depth of our provider relationships.If you are hardworking detailed oriented and collaborativethis 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
Bachelors degree required

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $107200 - $143000. 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 byBarronsas a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30)¹wesupportmore than1.27 million clientsacross 140 offices nationwide and manage over$324billionin assets².Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every clients 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.

For California residents please see the link for thePrivacy Notice for Candidates. California law requires that we provideyouthis 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 you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or .

¹TheBarrons Top 100 RIA Firms list an annual ranking of independent advisory firms is based on qualitative and quantitative criteria. Firmselecttoparticipatebut 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 aprecombinationranking of 12th.

²EdelmanFinancial Engines data as ofSeptember 30 2025

Required Experience:

Manager

Apply Now