Ralph Haberli Appointed President of Edelman Financial Engines
In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.
Edelman Financial Engines has appointed Ralph Haberli as its new president, effective July 2, the company announced Monday.
Haberli will serve as Edelman’s second in command and report directly to CEO Jay Shah. Haberli steps into a role aimed at accelerating the company’s strategic growth across both workplace and wealth planning services.
“For nearly forty years, Edelman Financial Engines has guided millions of people with the financial advice they need to thrive,” Shah said in a statement. “Ralph is a rare talent with deep knowledge and insight of both workplace and wealth planning. As we enter our next phase of growth, his leadership will be key to delivering even greater value to our clients, partners, and planners.”
Haberli’s responsibilities will include enhancing the firm’s workplace offerings, expanding its adviser capabilities and deepening its reach across the U.S.
Prior to joining Edelman, Haberli served as president of the institutional and retirement client group at Capital Group. He also held key leadership roles at BlackRock, including head of U.S. defined contribution distribution and chief operating officer of the global client group. His early career included strategic advisory work at Boston Consulting Group, where he focused on financial institutions.
“Edelman Financial Engines set the bar for integrity, innovation, and impact as pioneers in financial planning,” Haberli said in a statement. “I’m excited to join this exceptional team and help shape the financial outcomes of millions of Americans.”