Intern, Sales Quality & Process Analyst

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication encourages you, we invite you to consider joining our team.

The center of our focus is with the Client and our goal is to deliver the best possible client experience. This starts with how we pick up the phone and engage with people but carries over to how we connect clients to the service that’s right for them. This role will offer the opportunity to help us resolve how we continue to improve that client experience, through data analysis, working directly with Advisors and Financial Planners and listening to the voice of our clients.

As a Sales Quality and Process Analyst on the Engagement Center team, you’ll play a pivotal role by working side by side with our leaders, Advisors and partners throughout the company. You will dig deep into our data and CRM system, to understand where we’re succeeding, to share standard processes and where we can improve, to help lead change through training and coaching opportunities.

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 Sales Quality and Process Analyst role, we are seeking a candidate with tried analytical skills and a keen eye toward process optimization to help advance our Employee Planning growth and to ultimately help EFE help more clients. If you are passionate about digging into data and helping to drive significant improvement, this may be an opportunity for you!

Responsibilities:

• Analyze referral notes in Salesforce to look for trends, challenges and areas for improvement.
• Listen to phone calls and compare the notes with the call to ensure what’s being positioned aligns well.
• Analyze referrals where meeting is “held” vs “not held” to identify trends and areas of improvement.
• Analyze “closed won” vs “closed lost” and determine trends and areas of improvement in client referrals to Planners.
• Interview Engagement Center (EC)/Client Discovery (CDT) Team managers, Planner leadership, advisors/agents and Planners to gain feedback on possible areas of improvement.
• Identify training needs for both EC/CDT and for Planners to create a more flawless, successful client handoff.

Requirements:

• Must be a Rising Sophomore/Junior or Rising Senior/Graduate Student
• Majors Desired: Finance, Data Science, Business Data Analytics or Marketing (A plus if you have had some experience in a job, talking to customers/clients or to have had experience in the financial services industry, working with client facing roles)
• Salesforce experience or ability to learn Salesforce functionality and other internal client facing platforms.
• Highly proficient with Excel and data analysis
• Strong communication skills – able and comfortable sitting down with Advisors, Planners or Managers, to ask questions, learn the business and gather information for the project.

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 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.

© 2023 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. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need to request an accommodation for a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. 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 Dec. 31, 2022.

3 Edelman Financial Engines data, as of Dec. 31, 2022.