Jobs and Careers

Manager, Client Loyalty

United States Remote, Nationwide, United States, United StatesRemotefull_timeVerifiedPosted 2 Jul 2025

💰 $109,600/yr($82,200/yr – $109,600/yr)

About the role

Manager, Client Loyalty 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 Manager, Client Loyalty on the Employee Solutions Integrated Marketing team, you’ll play a pivotal role by designing and executing our new client loyalty strategy to drive more meaningful levels of customer engagement and increased satisfaction and 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 Manager, Client Loyalty role, we are seeking a candidate with proven experience designing B2C loyalty and rewards programs to help advance our client engagement strategy. If you are a seasoned marketer who thrives on understanding customer needs and behaviors and delivering on their expectations through best-in-class experiences, this may be an opportunity for you! Responsibilities:

Lead the development of a new client loyalty program for our more than 1 million clients with access to our services through their current/former employer
Drive loyalty program strategy and execution through a phased implementation approach designed to test-and-learn before achieving scale
Partner cross-functionally with Product, Engagement Center, Growth Marketing and Legal & Compliance to better understand functional and legal limitations and permissibility of desired strategy
Actively partnering across Marketing, including with Consumer Insights to refine loyalty program design based upon external research and customer feedback
Lead program performance analysis and reporting, including customer segmentation, program level impact (including return on investment and profitability), customer demographics, and benefits usage
Maintain high accountability to key business metrics including but not limited to retention/cancellation rates, lifetime value, NPS, and CSAT

Requirements:

7+ years of progressive marketing experience
Past experience with B2C loyalty programs which have included tiers, offers and/or rewards structures
Highly collaborative teammate with ability to work cross-functionally to achieve desired outcomes
Strategic problem solver, able to see the big picture and chart the path to get there through analytical and creative thinking
A deep understanding of consumer sentiments and behaviors
A data storyteller who can clearly and confidently articulate testing hypothesis and performance outcomes
Excellent written and verbal communications skills
Strong problem-solving skills, including the ability to develop creative and alternative solutions
Self-starter who thrives in fast-paced environments with minimal direction
Change agent with a willingness and curiosity to challenge the status quo

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $82,200 - $109,600. 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 el