Jim Hunt

Senior Implementation Program Manager at Edelman Financial Engines

Role: Senior Implementation Program Manager at Edelman Financial Engines
Location: Boston, MA, US
LinkedIn followers: 500 followers

About Jim Hunt

30+ years of diverse experience ranging from broker dealer operations, retirement plan 401(k) administration and implementation, sales support and employee learning & development; always with a strong emphasis and focus on providing quality customer service and delivering on the client\'s need.

Experience

Senior Implementation Program Manager
Edelman Financial Engines
Jun 2021 — Present · Boston, MA, US
Currently overseeing the program management of two premier subadvised provider channels, managing the successful completion of multiple projects ranging in overall complexity and revenue production. Projects within both programs primarily consist of deploying annual and adhoc communication campaigns that vary greatly from client to client. Other projects include the successful implementation of EFE services for new or converting clients onto our platform, plan enhancements, and other adhoc internal business related initiatives to create and implement new efficiencies.

Education

Curry College
Bachelors
Quincy College
Associates
Curry College
Certificate

Contact information

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Work email
•••••@edelmanfinancialengines.com
Personal email
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Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

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About Jim Hunt

Experience

Senior Implementation Program Manager

Education

Curry College

Quincy College

Curry College

Find verified contacts for anyone on LinkedIn