Heather Will
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Heather Will Email & Phone Number

To look beyond requirements, budgets and timelines to ensure execution of high-impact, high-visibility projects with a direct line to the organization’s overall strategic goals. at Edelman Financial Engines
Location: Chandler, Arizona, United States 8 work roles 1 school
1 work email found @edelmanfinancialengines.com 2 phones found area 408 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email h****@edelmanfinancialengines.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
To look beyond requirements, budgets and timelines to ensure execution of high-impact, high-visibility projects with a direct line to the organization’s overall strategic goals.
Location
Chandler, Arizona, United States
Company size
1029 employees

Who is Heather Will? Overview

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Quick answer

Heather Will is listed as To look beyond requirements, budgets and timelines to ensure execution of high-impact, high-visibility projects with a direct line to the organization’s overall strategic goals. at Edelman Financial Engines, a company with 1029 employees, based in Chandler, Arizona, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 408, and a matched LinkedIn profile for Heather Will.

Heather Will previously worked as Operations Manager - RecordKeeper Trading at Edelman Financial Engines and Operations Supervisor - RecordKeeper Trading at Edelman Financial Engines. Heather Will holds Accounting from Irvine Valley College.

Company email context

Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Heather Will. Compare company email patterns before reaching out.

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Profile bio

About Heather Will

Goal-driven, self-motivated, and seasoned professional with dynamic financial services career in major corporate environments and successful start-up experience; honed through adeptness in service delivery, transactions management, and data integrity. Seeking a people management position within an organization to continue the promotion of skills, knowledge, and leadership capacities. Excel in providing strong management and hands-on leadership to the daily operations of the people-centric strategy, including support services, performance management, and development strategy. Proven track record in leading all the projects for the transactions and data integrity teams, including integrating new products like Jira and Confluence. Documented success managing fee process for the Professional Management program by calculating and collecting over $45 MM per quarter. Exhibited quality performance in driving people strategy across the company, leading on talent, diversity, and inclusion, collaboration, organization design, and benefits. Apply knowledge of principles and processes in providing client and personal services, assessing client needs, meeting quality standards for services, and evaluating client satisfaction.

Listed skills include Quality Management, Team Building, Stress Tolerance, Sharepoint, and 29 others.

Current workplace

Heather Will's current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
To look beyond requirements, budgets and timelines to ensure execution of high-impact, high-visibility projects with a direct line to the organization’s overall strategic goals.
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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8 roles

Heather Will work experience

A career timeline built from the work history available for this profile.

Operations Manager - Recordkeeper Trading

Current
Edelman Financial Engines

Phoenix Metropolitan Area, Arizona, United States

Mar 2024 - Present

Operations Supervisor - Recordkeeper Trading

Current
Edelman Financial Engines

Phoenix, Arizona, United States

  • Manage Team of 5 direct reports
  • Lead the team in the monthly/quarterly billing process including but not limited to troubleshooting, adjustments, monitoring team performance.
  • Assist in internal/external audits.
  • Support internal and external client escalations coordinating with internal teams for resolution.
  • Research and investigate workflow/processes to identify areas of change.
  • Lead and assist in initiatives to implement change and create efficiencies.
Mar 2022 - Present

Sr. Analyst, Transactions And Data Integrity

Edelman Financial Engines

Phoenix, Arizona Area

  • Perform all analyst duties as well as deliver ongoing maintenance and monitor participant’s progress in Professional Management & IRA Management.
  • Lead the team in the monthly/quarterly billing process including but not limited to troubleshooting, adjustments, monitoring team performance.
  • Assisted in internal/external audits.
  • Support internal and external client escalations coordinating with internal teams for resolution.
  • Research and investigate workflow/processes to identify areas of change.
  • Lead and assist in initiatives to implement change and create efficiencies.
Apr 2018 - Mar 2022

Service Delivery Analyst

Edelman Financial Engines

Phoenix, Arizona Area

  • Delivered ongoing maintenance and monitor participant’s progress in Professional Management & IRA Management.
  • Measured and monitored operational processes.
  • Documented all managed account processes to be included in the business continuity plan.
  • Managed account and IRA fee SME working with cross-functional teams to implement new fee platform.
  • Transaction team training SME, including implementing process development and documentation for 13 Record Keepers.
  • Participated in Project Management mentoring program and arranged team events.
Apr 2016 - Apr 2018

Service Delivery Specialist

Edelman Financial Engines

Phoenix, Arizona, United States

  • Improved and measured operational processes.
  • Managed quarterly Professional Management fee process with an internal and external team, including training team members on the fee review process.
  • Worked with cross-functional teams to ensure timely reconciliation and resolution of participant-related issues.
Jul 2013 - Apr 2016

Service Delivery Associate

Edelman Financial Engines

Phoenix, Arizona, United States

  • Performed all mail clerk duties as well as executed daily and weekly transaction processes.
  • Executed and monitored daily and weekly transaction processes.
  • Reviewed monthly and quarterly fee jobs.
  • Implemented an automated paper enrollment process.
Aug 2012 - Jul 2013

Service Delivery Mail Clerk/Data Entry

Edelman Financial Engines

Phoenix, Arizona, United States

  • Entered survey results and process paper enrollments.
  • Monitored and tracked monthly enrollment mail volume.
Jan 2011 - Aug 2012

Service Delivery Mail Clerk/Data Entry - Contractor Aerotek (Financial Engines)

Aerotek

Phoenix, Arizona, United States

  • Entered survey results and process paper enrollments.
  • Monitored and tracked monthly enrollment mail volume
May 2010 - Jan 2011
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

AC Alexa Chmieleski Alexa Chmieleski Colleague at Edelman Financial Engines Kansas City, Missouri, United States, United States View → NB Nelson Brown, Awma, Cmfc Nelson Brown, Awma, Cmfc Colleague at Edelman Financial Engines Baton Rouge, Louisiana, United States, United States View → AG Alexander Gallina, Crpc® Alexander Gallina, Crpc® Colleague at Edelman Financial Engines Columbus, Ohio Metropolitan Area, United States View → JN Jonathan Nida, Cfp® Jonathan Nida, Cfp® Colleague at Edelman Financial Engines Shreveport, Louisiana, United States, United States View → DS Daniel Schreiner Daniel Schreiner Colleague at Edelman Financial Engines Tempe, Arizona, United States, United States View → MM Maria Minges Maria Minges Colleague at Edelman Financial Engines Lawrenceburg, Indiana, United States, United States View → LK Lisa Kulon, Mba, Pmp Lisa Kulon, Mba, Pmp Colleague at Edelman Financial Engines Greater Phoenix Area, United States View → AH Abigail Hunt-Metzbower Abigail Hunt-Metzbower Colleague at Edelman Financial Engines Washington DC-Baltimore Area, United States View → BH Benjamin H. Benjamin H. Colleague at Edelman Financial Engines Seattle, Washington, United States, United States View → KS Karlee Schulke Karlee Schulke Colleague at Edelman Financial Engines St Paul, Minnesota, United States, United States View →
1 education record

Heather Will education

FAQ

Frequently asked questions about Heather Will

Quick answers generated from the profile data available on this page.

What company does Heather Will work for?

Heather Will works for Edelman Financial Engines.

What is Heather Will's role at Edelman Financial Engines?

Heather Will is listed as To look beyond requirements, budgets and timelines to ensure execution of high-impact, high-visibility projects with a direct line to the organization’s overall strategic goals. at Edelman Financial Engines.

What is Heather Will's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Heather Will at Edelman Financial Engines.

What is Heather Will's phone number?

AeroLeads has found 2 phone signal(s) with area code 408 for Heather Will at Edelman Financial Engines.

Where is Heather Will based?

Heather Will is based in Chandler, Arizona, United States while working with Edelman Financial Engines.

What companies has Heather Will worked for?

Heather Will has worked for Edelman Financial Engines and Aerotek.

Who are Heather Will's colleagues at Edelman Financial Engines?

Heather Will's colleagues at Edelman Financial Engines include Alexa Chmieleski, Nelson Brown, Awma, Cmfc, Alexander Gallina, Crpc®, Jonathan Nida, Cfp®, and Daniel Schreiner.

How can I contact Heather Will?

You can use AeroLeads to view verified contact signals for Heather Will at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Heather Will attend?

Heather Will holds Accounting from Irvine Valley College.

What skills is Heather Will known for?

Heather Will is listed with skills including Quality Management, Team Building, Stress Tolerance, Sharepoint, Creativity Skills, Good Time Management, Microsoft Powerpoint, and Jira.

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