VP, Product Management - Planning Tools & Digital

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. 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.

Join us at a pivotal moment as we redefine the future of financial planning and digital engagement. As Vice President of Product Management, Planning Tools and Digital Experiences, you will lead a strategically important portfolio at the intersection of financial advice, technology, and user experiences that impact more than 1 million Americans and support approximately $250 billion in client assets. You will have the opportunity to shape enterprise product strategy, influence executive-level decisions, and deliver innovative experiences that empower clients to make informed financial decisions while helping advisors and planners serve them more effectively. We are looking for a leader who combines strategic vision, product excellence, and a passion for creating intuitive experiences that simplify complexity and drive meaningful client outcomes.

Responsibilities: Enterprise Product Strategy, Vision & Investment Priorities: Own the enterprise product strategy and multi-year investment roadmap for planning tools and digital experiences, ensuring alignment with company strategy, client needs, financial planning methodology, commercial priorities, risk expectations, and measurable business outcomes. Define the strategic choices, sequencing, funding priorities, and executive-level tradeoffs required to advance shared capabilities at scale.

Enterprise Planning Platform & Methodology Capabilities: Set the executive product direction for planning methodology, calculations, enterprise planning capabilities, and decision-support experiences that enable financial plans to be created, explored, presented, and acted upon. Ensure planning capabilities are accurate, explainable, reusable, governed appropriately, and exposed consistently across client, planner, and advisor channels.

Digital Experience Strategy & Client Engagement: Own the enterprise digital experience strategy across web, mobile, profile and account experiences, education, investment presentation, planning interactions, and other client-facing capabilities. Drive a cohesive, trusted, high-performing digital ecosystem that improves client understanding, engagement, conversion, retention, and financial outcomes.

Portfolio Governance, Enterprise Reuse & Cross-Channel Consistency: Establish portfolio governance, product standards, decision frameworks, and capability patterns that promote enterprise reuse, scalability, consistency, explainability, and efficient delivery across experiences. Lead executive prioritization discussions, dependency management, and risk-based tradeoff decisions across a complex portfolio.

Organizational Leadership & Product Operating Model: Lead a multi-layered product organization by developing product leaders, shaping organizational design, strengthening succession depth, and establishing product management practices that improve accountability, decision quality, execution discipline, and innovation. Foster a culture of collaboration, inclusion, client focus, and measurable impact.

Executive Partnership, Delivery Oversight & Performance Management: Partner with Engineering, UX, Data, Marketing, Financial Solutions, Compliance, Risk, Operations, and senior executives to align investments, remove enterprise impediments, manage risks and dependencies, and deliver secure, reliable, compliant, and scalable planning and digital products. Define KPIs and regularly communicate portfolio performance, insights, decisions, and tradeoffs to executive stakeholders.

Requirements:

• Bachelor’s degree required; degree in Finance, Business, Product Management, Technology, or a related field preferred
• MBA or advanced degree strongly preferred
• 15+ years of experience in product management, digital product development, platform strategy, financial services technology, or related disciplines
• 7+ years of executive or senior leadership experience leading product leaders, multi-layered teams, enterprise scale portfolios, and cross-functional transformation initiatives
• Demonstrated success owning enterprise product strategy, investment prioritization, and measurable outcomes for large-scale consumer-facing digital platforms and shared product capabilities spanning web, mobile, omnichannel, and internal user experiences
• Experience influencing C-suite stakeholders, executive committees, or board-level audiences on product strategy, portfolio performance, investment tradeoffs, and enterprise transformation priorities
• Experience designing intuitive, user-centered financial planning, advice, and investment applications and experiences that enable advisors and clients to navigate complex decisions with confidence strongly preferred.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. 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.

Pay Range

$250,300—$333,700 USD

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 by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s 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 EdelmanFinancialEngines.com.

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

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1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but 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 a precombination ranking of 12th.

2 Edelman Financial Engines data, as of September 30, 2025