Business Development Consultant, Planner Growth

Edelman Financial Engines

2d•Remote

About The Position

The Business Development Consultant, Planner Growth is focused on attracting and engaging top financial planning talent into Edelman Financial Engines (EFE). This individual will act as a brand ambassador in the wealth management industry, positioning EFE as a premier “hire-to-retire” destination for financial planners. Blending business development, relationship management, and recruiting, this role is responsible for proactively sourcing, cultivating, and converting experienced planners by shaping articulating EFE’s long-term planner value proposition.

Requirements

3-7 years of experience in business development, recruiting, or relationship management within financial services or wealth management
Strong understanding of the financial planning ecosystem (RIA, wirehouse, broker-dealer models)
Proven ability to engage and influence passive talent through consultative outreach
Excellent communication and storytelling skills, with the ability to position a compelling career narrative
Highly proactive, with a hunter mindset and strong pipeline discipline
Ability to operate in a fast-paced, metrics-driven environment

Responsibilities

Identify, target, and proactively engage high-quality financial planners across the wealth management industry
Build and maintain a robust pipeline of passive and active candidates through outbound outreach, networking, and market mapping
Develop strategic sourcing plans aligned to hiring priorities and market trends
Clearly articulate EFE’s “hire-to-retire” value proposition, including career growth, client access, compensation, and stability
Position EFE as a differentiated destination for planners seeking long-term career development and client impact
Tailor messaging to resonate with planners at various career stages (early, mid, senior)
Establish and nurture long-term relationships with financial planners, acting as a trusted industry contact
Maintain ongoing engagement with prospects, even when immediate opportunities are not available
Partner closely with internal stakeholders to align talent needs and messaging
Stay informed on industry trends, competitor talent strategies, and compensation benchmarks within wealth management
Provide insights to leadership on talent availability, competitor positioning, and candidate sentiment
Drive candidate engagement through the recruiting funnel in partnership with key EFE stakeholders
Ensure a high-quality candidate experience from initial outreach through offer stage
Track and report on pipeline activity, conversion rates, and sourcing effectiveness