Throughout his career, Jason Van de Loo has been building client-centric experiences that are grounded in a never-ending learning cycle to improve the understanding of who the client is and what they need.
As a chief client officer, Jason is responsible for driving client centricity and growth for the firm. Our Client Team unifies more than 1,000 client-facing planners, advisors and team members who serve America’s largest employers, their employees and individual wealth management clients. Together, they help more than 1.3 million people move their financial lives forward. In this role, Jason’s core responsibilities include leadership of our wealth planning teams, employee planning solutions, performance marketing, marketing operations and enablement teams that support them.
In his prior role as EVP and head of Wealth Planning & Marketing, Jason was responsible for building our brand, driving new client acquisition, and delivering the industry’s premier client experience through a diverse, nationwide team of planners, client service staff, marketers, designers, and communicators. After joining the firm in 2014 as our chief marketing officer, Jason reinvented our strategy and led a team that amplified our clients’ voices to help us better serve the needs of 1.3 million clients.
Prior to joining Edelman Financial Engines, Jason served as the head of marketing for Capella University, overseeing product strategy, brand development and client acquisition during a period that saw Capella grow to 40,000 online students. Jason leveraged that experience as a founding executive and CMO of Everspring, an EdTech startup partnering with leading universities to build online degree programs.
Jason currently serves on the Client Advisory Board for Schwab Advisor Services. In addition to his work with Edelman Financial Engines, he has served on the Board of Directors of CaringBridge, a global nonprofit that creates private social networks to help families navigate health journeys, and TreeHouse, an organization transforming the lives of at-risk teens in the Twin Cities.
Jason holds a master’s in business administration and a Bachelor of Science in business, both with high distinction, from the Carlson School of Management at the University of Minnesota.