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Full Time
12/3/2024
Saint Louis, MO 63190
(28.7 miles)
You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule: Full-TimeResponsible for overall performance of a high risk, complex team, including establishing and achieving key performance indicators, key goals and objectives, risk mitigation, and compliance with supervisory procedures and regulations related to Fee-Based and Advisory Programs for their Operations functions• Full management responsibility for a diverse team of as many as 15 associates.• Must be knowledgeable of and responsible for the development and performance of key systems in US and/or Canada. Must utilize technology and tools available to identify and implement solutions and create process efficiencies for the team and/or department in a high-volume, deadline-driven environment.• The teams led by these individuals have the highest levels of risk and complexity. Risk includes financial, client service, and process/control. Complexity includes processes, systems, products and regulations.• Must anticipate, analyze, recommend and implement solutions regarding team processes, systems, regulations, resource allocation, and controls not guided by policies or procedures.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $96471Hiring Maximum: $164262Read More About Job OverviewSkills/Requirements• Bachelor's degree or equivalent experience required. Concentration in business, accounting, finance or management are preferred, but other concentrations will be considered.• SIE and Series 99 required within 120 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.• 5 or more years financial services industry or accounting experience, with operations experience strongly preferred. 3 or more years management experience in the financial services industry, or audit experience.• Must have a basic understanding of major functions in US and/or CAN brokerage Operations, including books and records, trades, packaged products, and processing of cash, securities and accounts. Must also have in-depth knowledge of one or more of the major functions.• Must have an understanding of the team and department functions, processes, and/or systems supported by the team and department, within 6 months of hire, and be an expert on the team's systems, processes, and/or functions within 12 months of hire.• Must have strong collaboration, problem solving, decision making and critical thinking skills.• Must have the ability to proactively identify risks and design and implement effective controls to mitigate risks.• Must have demonstrated ability to collaborate and influence decision making on technology initiatives and/or projects.• Must be able to effectively communicate, lead a team and manage relationships with others based in multiple locations.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/6/2024
Saint Louis, MO 63190
(28.7 miles)
You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule: Full-TimeOpportunity Overview:The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the WMAS Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $300 billion in client assets under care, representing 15% of the firm's total assets under care. PST is seeking a Portfolio Manager to join our growing team of 16 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs. PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. The Model Teams are responsible for the management and oversight of all Advisory Solutions and Guided Solutions models. These include retirement and tax-sensitive, UMA, and personalized model platforms. The Proprietary Funds Team is responsible for the management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will specifically support Model Teams within PST. The Edward Jones Advisory Program is over $300 billion dollars and growing. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in assets. Key Responsibilities: Responsible for providing portfolio construction and implementation, manager selection across firm discretionary and client directed asset allocation portfolios, enhancing, and executing the asset allocation implementation, and asset class expertise for the assigned asset class(es)Deliver performance results that meet or exceed expectations on behalf of clients.Serve as a multi-asset portfolio construction deep subject matter expert and deliver high quality recommendations on an efficient basis that supports our Advisory and/or client directed programs/models. Contribute to internal departments and committees in making better informed decisions consistent with the firm's long-term strategy.Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as neededDevelop SME knowledge for assigned asset class(es) to share expertise and support Portfolio Solutions team as well as other key stakeholders as neededEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $113810Hiring Maximum: $193785Read More About Job OverviewSkills/RequirementsQualifications Required in the Job:Finance or Economics Bachelor's degree and/or MBA preferredCFA or actively pursuing CFA designation in accordance with firm policySeries 7 and Series 66 required or attainable in accordance with firm policy5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferredSolid knowledge of asset allocation implementation, portfolio construction, and portfolio risk managementSolid knowledge of various types of investments, asset classes, and markets Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, and separate accounts)Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problemsStrong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards)Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL). Ability to collaborate and work effectively in a team-based environmentRead More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/24/2024
Saint Louis, MO 63190
(28.7 miles)
You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule: Full-TimeMarket Management represents an exciting evolution in Edward Jones' 100+ year history, reflecting how we support our geographic markets differently based on their unique opportunity. If you are someone who enjoys synthesizing information from a variety of sources to deeply understand local business opportunities and connect to actionable strategies, this could be the opportunity for you! The Business Performance Leader supports a Division Leader in delivering regular business performance reviews with a goal to communicate metric outcomes and financial results, drive accountability, and facilitate resource tradeoffs to achieve Business Unit objectives. This individual leads a team of consultants supporting markets, working to create timely standard and proactive ad-hoc reporting for stakeholders. The leader will regularly work across the firm and with market management stakeholders to align on and execute ambitious annual business objectives and support a multi-year planning process that optimizes growth, efficiency, and the increase of healthy, long-term market share. What You'll Do:Lead the Monthly Performance Review process for a division leader, leveraging and improving national best practices, providing analytic, financial, and operational consulting for division team on potential adjustments to achieve targets and objectives. Regularly leverage data and reporting from a variety of sources to identify the biggest opportunities for a division and constituent markets. Develop, create, and scale ad-hoc reporting improving the "state of the art" across all divisions. Provide consultation to the Division Leader recommending strategies, executing root cause analysis, and articulating trade-offs. Facilitate annual and ongoing strategic and operational planning at the Division level in concert with market leaders and Market Management Leadership Team, negotiating resourcing across markets, divisions, and segments and documenting long range plans to drive accountability. Lead creation of sales, revenue, and expense forecasts and develop targets to achieve a sustainable business model aligned to market outcomes. Account for competitive landscape and specific competitors when shaping plans and strategies. Collaborate with, and influence across, peers and leadership within business performance team, escalating opportunities and best practices to drive organizational improvements, present and influence at senior most branch development and enterprise levels. Partner across organization broadly, including Human Capital, Firm Analytics, Finance, and Data & Insights organizations. Formally and informally leads a matrixed team supporting division leaders and constituent markets in activities listed above, within own team, across market management, and across the firm broadly. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $136571Hiring Maximum: $232541Read More About Job OverviewSkills/RequirementsPosition Requirements:Advanced Degree or designation/certification required (e.g., MBA, CFA, CPA) 6-10 years of relevant work experience 3 + years of people leadership experience preferred SIE and Series 7 Top-off preferred Strong knowledge of the industry or firm and its business practices and processes Strong knowledge of a field structure and market operating system Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable tools (e.g., Tableau, Power BI)Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/23/2024
Saint Louis, MO 63190
(28.7 miles)
Want a meaningful career where you can make a difference Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.Job OverviewPosition Schedule: Full-TimeMarket Management represents an exciting evolution in Edward Jones' 100+ year history, reflecting how we support our geographic markets differently based on their unique opportunity. If you are someone who enjoys synthesizing information from a variety of sources to deeply understand local business opportunities and connect to actionable strategies, this could be the opportunity for you! The Business Development Consultant directly supports a Market Leader in identifying growth and business opportunities in a specific geographic market and developing business plans and strategies to increase healthy, long-term market share. They are responsible for metric and financial analysis to build long-range strategic plans and annual objectives with the Market Leader and are responsible for ongoing execution of strategies impacting business expansion, productivity, revenue growth, and expense management. They work across the home office to deliver solutions and optimize overall market operations. What You'll Do:Lead the Monthly Performance Review process with the Market Leadership team to understand and discuss opportunities and recommend strategies to achieve objectives. Regularly leverage data and reporting from a variety of sources to identify the biggest opportunities for a Market. Provide consultation to the Market Leader executing root cause analysis, recommending strategies, and articulating trade-offs to facilitate prioritization. Lead projects directly and manage ongoing execution support with key home office functional areas (e.g., real estate, marketing, product) to deliver intended outcomes. Monitor benefit of strategies in relation to overall market objectives. Provide sales, revenue, and expense forecasts and develop targets to achieve a sustainable business model aligned to market outcomes. Account for competitive landscape and specific competitors when shaping plans and strategies. Facilitates annual and ongoing strategic and operational planning at the market level in concert with market leadership team. Negotiate resourcing and objectives across regions, markets, and divisions, documenting long range plans to drive accountability. Collaborate with and influence across our team, sharing best practices to drive continuous improvement. Present and influence at senior branch development levels. Partner across the organization broadly, including Human Capital, Firm Analytics, Finance, and Data & Insights organizations. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $113810Hiring Maximum: $193785Read More About Job OverviewSkills/RequirementsPosition Requirements:What Experience You Need:Bachelor's degree required; Advanced Degree Preferred 6-10 years of relevant work experience Obtain both the SIE and Series 7 top off license within 6 months of hire Excellent knowledge of the industry or firm and its business practices and processes Strong knowledge of a field structure and market operating system Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable toolsRead More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/15/2024
Saint Louis, MO 63190
(28.7 miles)
Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.Job OverviewPosition Schedule: Full-TimeTeam Overview:Do you have a passion for portfolio management and have experience in the trust or estate industry Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.What You Will Do:Senior Portfolio Managers are responsible for consulting with financial advisors, clients and other professionals to review and assess the needs of the client. They will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The senior portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance. Specific duties include: Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards. Partnering with financial advisors to fully understand clients' needs and enhance the overall client experience. Independently establishing an appropriate investment objective, articulating a tailored investment strategy and recommendations, and explaining account performance.Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.Coaching and training less experienced team members on best practices and escalated issues as well as overseeing certain designated functions. Supporting FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.Collaborating closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.Leading presentations at client events, regional meetings, seminars and web conferences. Leading initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $113810Hiring Maximum: $193785Read More About Job OverviewSkills/RequirementsWhat Experience You Need:Bachelors degree required. Business related degree strongly preferred. CFA Charter requiredTen+ years financial services experience. Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others. Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code. Familiarity with multiple accounting, performance, data, and trading systemsProficiency in evaluating and distilling investment research from Edward Jones and other providers. Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items. Strong verbal and written communications skills with ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients. Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.What Could Set You Apart:Masters degree preferredAdditional designations such as CFP or CAIAPrior portfolio management experience at trust company*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/6/2024
Saint Louis, MO 63190
(28.7 miles)
Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.Job OverviewPosition Schedule: Full-TimeTeam Overview:Wealth Management Advice and Solutions (WMAS) First Line Risk Management team is responsible for the execution of the risk management framework within the WMAS business with an expanded focus on existing and enhanced advice, planning, products, and services. The team is accountable for building and communicating the operational risk profile of WMAS functional capabilities through risk consultation and risk assessment. What You'll Do:The Risk Manager - Investment Advisory partners with leaders in the Wealth Management Advice & Solutions (WMAS) division to manage the risks associated with the Investment Advisory products and services. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks. Here are a few of the key responsibilities you will be a part of...Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements. Understands and advises team on division processes, historical risk results, firm policies/programs including all Enterprise Risk Management Program Framework and Standards. Primary focus includes risk assessment support for existing and new projects and initiatives, issue/incident management, control development, and conflicts of interest. Assist Business Owners in ensuring policies, standards and procedures are consistent with ERM policies and standards. Supports business risk owners in evaluating remediation strategies and control enhancements.Executes risk management procedural requirements for risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting and challenging business risk owners on action plan effectiveness.Performs external monitoring to identify emerging risks and provides early warning on key risks with divisional leadership. Supports the development and reporting of KRIs for the division. Documents and maintains risks, actions, incidents, and assessment data. Assists leadership in developing reporting and analyzing results for inclusion in risk forums.Acts as resource to team and assists divisional associates.Assists in development of risk training and education to business partners. Assists divisional associates in understanding the Enterprise Risk Management Program.Stays informed on risk industry and educational/development opportunities.***This is posted internally as a Senior Risk & Control Associate Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $96471Hiring Maximum: $164262Read More About Job OverviewSkills/RequirementsWhat Experience You'll Need:Bachelor's degree 5+ years of risk management experience Series 7 required or attainable within twelve months of hire Experience in financial services, specifically wealth management, asset management, investment advisory, trading, financial planning, and/or alternative investmentsExperience with Microsoft Office and GRC toolsExperience in building relationships and networks, at varying levels in the organizationStrong written and verbal communication skills, with ability to tailor communication based on the audienceWhat Could Set You Apart:Advanced degree or industry designation Previous experience and expertise knowledge with Investment Advisory ***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday***Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/6/2024
Saint Louis, MO 63190
(28.7 miles)
Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.Job OverviewPosition Schedule: Full-TimeTeam Overview:Wealth Management Advice and Solutions (WMAS) First Line Risk Management team is responsible for the execution of the risk management framework within the WMAS business with an expanded focus on existing and enhanced advice, planning, products and services. The team is accountable for building and communicating the operational risk profile of WMAS functional capabilities through risk consultation and risk assessment. The Risk Manager - High Net Worth partners with leaders in the Wealth Management Advice & Solutions (WMAS) division to manage the risks associated with the High Net Worth (HNW) products and services. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks.What You Will Do:Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements.Understands and advises team on division processes, historical risk results, firm policies/programs including all Enterprise Risk Management Program Framework and Standards.Primary focus includes issue/incident management, control testing, critical business process mapping/inventorying and risk assessment support including new projects and initiatives.Assist Business Owners in ensuring policies, standards and procedures are consistent with ERM policies and standards.Supports business risk owners in evaluating remediation strategies and control enhancementsExecutes risk management procedural requirements for open high risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting and challenging business risk owners on action plan effectiveness.Reviews emerging risk concerns and provides early warning on key risks with divisional leadership. Works to develop, inventory and report on KRIs for the division.Use a GRC to document risk issues and assessment data.Assists leadership in developing reporting and analyzing results for inclusion in risk forums.Acts as resource to team and assists divisional associates.Assists in development of risk training and education to business partners. Assists divisional associates in understanding the Enterprise Risk Management ProgramStays informed on risk industry and educational/development opportunities.*This position is known internally as a Senior Risk & Control AssociateEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $96471Hiring Maximum: $164262Read More About Job OverviewSkills/RequirementsWhat Experience You Need:5 years of risk management experience requiredSeries 7 required or attainable within twelve months of hireExperience in financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or alternative investmentsExperience with Microsoft Office and GRC toolsExperience in building relationships and networks, at varying levels in the organizationStrong written and verbal communication skills, with ability to tailor communication based on the audienceWhat Could Set You Apart:Advanced degree or industry designation preferredPrevious experience with high net worth client services and/or financial planning preferred*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/27/2024
Saint Louis, MO 63190
(28.7 miles)
Want a meaningful career where you can make a difference Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.Job OverviewPosition Schedule: Full-TimeTeam OverviewThe Talent Acquisition Marketing Team supports the department's recruitment objectives by creating and delivering an integrated marketing strategy that includes multiple programs and tactics. The team's goal is to optimize the Edward Jones employment brand and drive engagement. All these efforts rely heavily on the company's careers website. The Senior Channel Management Specialist will be responsible for managing various aspects of digital marketing related to the firms' careers website experience.What You'll DoHere are a few of the key responsibilities you will be a part of: Lead channel activation and management - Lead the strategic execution, activation, and performance of our company's careers website properties, ensuring they are up-to-date, search engine-optimized, user-friendly, and aligned with digital marketing best practices and brand standards. Additionally, create and refine lean Agile processes around new business requests, strategic enhancements, and backlog prioritizations. Understand the jobseeker and candidate journey, communication preferences and the unique value each channel provides the job seeker and candidate. Provide functional and technical expertise and requirements to lead channel activation, technical capability expansion and underlying processes. Responsible for overseeing channel delivery, coordinating across multiple channels, and designing methodology to optimize the jobseeker and candidate experience.Jobseeker and Candidate Personalization and Targeting - Use state-of-the-art planning and targeting tools and interfaces to personalize jobseeker and candidate experience. Use data to discover and optimize audience selection, test experiences, and target jobseekers and candidates across channel of responsibility leveraging GA4, GTM and A/B testing methods. Deeply understand jobseekers' and candidates' behavioral patterns within the channel and align channel delivery to program objectives and content strategy.Channel Governance - Lead the development of channel best practices and preserve channel integrity by informing key stakeholders about channel guidelines that align with jobseeker and candidate experience strategy.Brand - Deeply understand firm's brand positioning and ensure brand is represented consistently across channel experiences. Establish a close working relationship with strategy, messaging, and agency teams to ensure channel experiences align to brand vision. Measurement/Optimization -Deeply understand firm and hiring performance objectives and lead the development of channel measures that support the desired client and business outcomes. Accountable for specific channel and department measures that support Marketing results.Channel identification and innovation - Identify emerging trends and innovating channels that align with the client experience. Develop the business case and recommend solutions to improve channel. Lead medium- to large scale projects aligned to Marketing priorities to implement new channels and applicable enhancements in collaboration with technology teams.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $81750Hiring Maximum: $139194Read More About Job OverviewSkills/RequirementsWhat Experience You'll NeedBachelor's degree or related/equivalent work experience 7+ years of experience in communication, financial services marketing, journalism, social media strategy, web or intranet development, user centered design, paid media, direct marketing and/or project management, including experience with: Website/Content Management (WordPress highly preferred)Google Analytics (GA4) and Google Tag Manager (GTM)User Experience best practices and/or processes Digital communication, paid media planning and placement, direct marketing tools and web publishing technologies such as Oracle Content Management, Dreamweaver, Adobe Acrobat, Adobe Target, Marketo, social media platforms, HTML, web reporting tools, Microsoft applications, etc. Leading and implementing Search Engine Optimization (SEO) tactics and best practicesHTML and CSS for front-end web developmentMust be able to communicate effectively and influence senior leaders, key stakeholder, and peersAbility to solve highly complex issues quickly, in a cost-effective, collaborative manner, often without the benefit of guidelines or precedentStrong project management skills, including the ability to deliver under strict deadlines, handle multiple priorities simultaneously.Experience working in a dynamic marketing environment as well as demonstrated ability to work independentlyWhat Could Set You ApartMarketing, recruiting, or technical experience in Talent AcquisitionKnowledge or experience with Agile FrameworksExperience with landing page conversion optimization best practicesStrong understanding of website governance requirements: Website Content Accessibility Guidelines (WCAG) and California Consumer Privacy Act (CCPA)***Depending on experience/qualifications, this role may be filled as a Channel Management Specialist II or Senior Channel Management Specialist***** ****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday****Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
Full Time
11/22/2024
Saint Louis, MO 63190
(28.7 miles)
Innovate here. And see your ideas come to life.It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.Job OverviewPosition Schedule: Full-TimeOverview:Senior Vendor Managers work closely with DDO leaders at all levels to develop and execute vendor strategies that align to their objectives and goals, helping to drive the firm long-term technology roadmaps. They build, implement, and maintain governance and overall relationship management strategies for the most strategic vendor relationships to enable successful delivery. This role serves as the main point of contact for leaders for all services and software needs required by strategic suppliers. They partner with Sourcing, Third Party Risk, Compliance, HR, Shared and Enabling Services, and Digital Product Operations (POMs) to execute their strategies.What You'll DoExecute on the firm's Digital, Data, and Operations vendor strategies through partnerships with strategic and major vendors. Implement and Maintain vendor governance aligned and customized based upon vendor segmentation. Manage the relationship and internal processes for vendors with spend exceeding $50M annually, working on complex initiatives that drive our five-year roadmap. Identify opportunities for improvement through development, implementation, and communication of vendor performance metrics. Hold their vendors accountable to established metrics. Lead the performance management for strategic vendors across Digital, Data, and Operations, in partnership with key stakeholders through ongoing review of risks and issues, as well as conducting monthly business reviews. Facilitate ad hoc discussions to take corrective action and discuss performance issues. Partner with Sourcing to maximize value from our vendors by identifying and executing opportunities to establish contract terms that not only provide risk protections for Edward Jones, but generate economic benefit. Facilitate the creation of new statements of work and other contracts, as well as facilitate the purchase order process for new and renewal business.In partnership with the team, develops, shares, and implements appropriate centralized processes in support of all phases of the vendor life cycle, in partnership with Sourcing, HR, Legal, Compliance, and other Technology areas. These processes should be continuously improved, documented, and evolve with our strategy. They will coach stakeholders and other partners on these processes. In some cases, the Senior Vendor Manager will be required to manage software vendor relationships. They will look across Edward Jones to understand business needs for new software and renewals, as well as partnering with Sourcing to negotiate the appropriate terms at renewal.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $96471Hiring Maximum: $164262Read More About Job OverviewSkills/RequirementsWhat Experience You'll Need10 years of experience in technology or financial services, with 5+ years of vendor management, procurement, or contract experienceExperience working with global vendorsExperience with managing SOW labor contracts and software contractsPrefer understanding of financial services industry and regulatory environmentData analytics and proficient in data tools like PowerBI, Tableau, and Excel.Strong written and verbal communication with executive level audience**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
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