Sr. Provider Manager (Remote or Boston, MA)

Edelman Financial Engines, LLC•Boston, MA

4d•$107,200 - $143,000•Remote

About The Position

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 team’s existing talents. For this Sr. Provider Manager role, we are seeking a candidate with proven relationship management and project management skills to help advance the growth and depth of our provider relationships. If you are hardworking, detailed oriented, and collaborative, this may be an opportunity for you!

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
Bachelor’s degree required

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.