Description Sr. Manager, New Client Development, Wealth Planning (Remote) At Edelman Financial Engines (EFE..., we invite you to explore a career with us. As a Sr. Manager, New Client Development on the Traditional Wealth Planning team...
responses to client inquiries to ensure retention of existing profitable clients. Develops new clients through referral sources... across service, operations, and sales located across several different divisions in the United States. May also help oversee the risk...