
Manager - Client Loyalty Marketing, Mid-Level (Remote)
Job Description
Posted on: August 18, 2025
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Job Summary:
Edelman Financial Engines is committed to guiding people with the financial advice they need to thrive. As a Manager, Client Loyalty Marketing, you will design and execute a new client loyalty strategy aimed at enhancing customer engagement, satisfaction, and retention.
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
Qualifications:
Required:
• 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
Company:
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. Founded in 1986, the company is headquartered in Boston, Massachusetts, USA, with a team of 1001-5000 employees. The company is currently Late Stage. Edelman Financial Engines has a track record of offering H1B sponsorships.
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