Jobs and Careers

Director, Consultant Relations (Remote, Nationwide)

United States Remote, Nationwide, United States, United StatesRemotefull_timeVerifiedPosted 14 Apr 2026

💰 $210,100/yr($157,600/yr – $210,100/yr)

About the role

Director, Consultant Relations (Remote - nationwide) 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 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 Director, Consultant Relations on the Institutional Distribution team, you’ll play a pivotal role by deepening current and cultivating new relationships with Tier I and II Defined Contribution consulting firms and advisors to support new business growth. This role drives strategic engagement with the consultant community to position Edelman Financial Engines' participant services as a core element of modern plan design, expanding search inclusion, differentiating our value, accelerating growth, and strengthening client retention. 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 Director, Consultant Relations role, we are seeking a candidate with proven relationship-building skills and the ability to manage complex stakeholder networks to help enhance our industry position. If you are an innovative, collaborative and dynamic thought-leader, this may be an opportunity for you! Responsibilities:

Partner with the Vice President of Institutional Distribution and cross-functional leaders (Product, Marketing, Investments, Institutional Services, and Sales) to shape and advance the consultant go‑to‑market strategy and enterprise positioning).
Own and execute the consultant channel strategy through proactive outreach and close coordination with field teams, building durable relationships with top defined contribution consulting firms.
Influence and shape consultant evaluation frameworks by developing deep insight into firm methodologies and positioning Edelman Financial Engines as a preferred advisory partner.
Drive consultant‑led growth by setting and achieving ambitious opportunity expansion and client retention goals across key consulting relationships.
Support enterprise priorities through the launch of new products, features, research, and strategic initiatives, ensuring strong consultant awareness and advocacy.
Partner with Institutional Services and relationship management leaders to reinforce consultant engagement in support of client retention and long‑term account stability.
Serve as a conduit of market intelligence—gathering consultant feedback on products, services, and competitive positioning—and deliver clear insights to internal leadership; represent the firm at key industry and consultant forums.