Talent Specialist

The posting, as Edelman Financial Engines, LLC wrote it

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.

Position Overview

The Talent Specialist will play an important role in supporting EFE's talent management and learning and development programs. This role will help coordinate and execute key enterprise talent processes, including performance management, goal setting, talent assessment, and employee development.

The Talent Specialist will also support the administration and ongoing evolution of EFE's learning ecosystem, coordinate enterprise development programs, and help create a seamless experience for employees and managers participating in talent and learning initiatives.

This is an ideal opportunity for someone who is highly organized, collaborative, detail-oriented, and passionate about creating experiences that help employees and leaders grow and perform at their best.

Key Responsibilities

Talent Management

• Support the planning, coordination, and execution of EFE's enterprise talent processes, including goal setting, performance management, and talent assessment.
• Help administer talent processes and workflows in Lattice, including process setup, communications, tracking, reporting, and troubleshooting.
• Coordinate process timelines, materials, tools, communications, and follow-up activities to ensure a consistent and positive experience for employees, managers, HRBPs, and leaders.
• Support EFE's talent assessment process, including preparation of assessment materials, data coordination, calibration support, and reporting.
• Assist with analyzing talent and performance data to identify trends and provide insights to the Talent team and HR partners.
• Maintain job aids, process documentation, templates, and other resources that enable managers and employees to effectively participate in talent programs.

Learning & Development

• Serve as a key administrator for EFE's Learning Management System (LMS), including maintaining learning content, assignmen

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ion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

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Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com .

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