Talent Specialist

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, assignments, learner records, reporting, and general system administration.

Coordinate enterprise learning and development programs, including participant enrollment, scheduling, communications, materials, logistics, attendance, and program evaluation.

Support programs focused on manager and professional development, including EFE's development offerings for new and frontline managers.

Help curate and organize learning resources that make it easier for employees to find development opportunities aligned with their roles and skills.

Track program participation, learner feedback, adoption, and other measures to help evaluate program effectiveness.

Partner with internal subject-matter experts and external learning partners as needed to coordinate learning experiences.

Facilitate or co-facilitate learning sessions, workshops, orientations, or other development experiences as appropriate.

Talent Programs

Partner closely with Talent Management, HRBPs, HR Operations, and business stakeholders to deliver talent programs effectively.

Assist in developing communications, presentations, job aids, facilitator materials, and other resources supporting talent initiatives.

Respond to employee and manager questions related to talent processes, learning programs, and systems.

Identify opportunities to improve talent processes, simplify administration, and enhance the employee and manager experience.

Support additional talent, development, career, and succession initiatives as the Talent function continues to evolve.

Qualifications

2-4 years of experience in Human Resources, Talent Management, Learning & Development, HR Operations, or a related field preferred.

Experience supporting HR programs, processes, or systems in a corporate environment.

Familiarity with performance management, goal setting, talent assessment, learning and development, or related talent practices.

Experience administering an LMS or HR technology platform preferred. Experience with Lattice or similar performance and talent technology is a plus.

Strong Microsoft Office skills, particularly PowerPoint and Excel.

Strong project coordination and organizational skills with the ability to manage multiple priorities and deadlines.

Excellent attention to detail coupled with an ability to understand the broader purpose of a program or process.

Strong written and verbal communication skills.

Comfort working with data and developing basic reports, summaries, and insights.

Ability and interest in facilitating or presenting to groups.

Collaborative mindset and ability to build effective working relationships across HR and the broader organization.

What Success Looks Like

The successful Talent Specialist will help EFE deliver simple, consistent, and high-quality talent experiences. They will ensure that core talent processes run smoothly, employees and managers have the information and tools they need, learning programs are well coordinated, and talent data is accurate and actionable.

Over time, this individual will build deeper expertise across talent management and learning and development, take increasing ownership for programs, and contribute ideas that strengthen EFE's culture of performance, growth, and continuous development.

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. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 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 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