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Location

Springfield, MA | United States

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Job description

Join 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 .

1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Team Overview:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals.  Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. We lead and coordinate product strategy and ongoing product management. We also provide clients with a broad supply of quality products and services, aligned with the firm's advice and guidance, to meet our clients' personalized needs.

Edward Jones' high net worth segment is a growth area in which the firm is investing to develop a premium offering, inclusive of a set of competitive products and services. The High Net Worth Advice, Planning, Products & Services (HNW APPS) team partners both across Edward Jones and externally to innovate, build, deliver, and manage the products and services needed to serve our high net worth clients. As part of this team, you will have an opportunity to shape Edward Jones' high net worth strategy and collaborate with matrixed teams to deliver against our products and services roadmap. This will involve leveraging data, insights and industry knowledge to identify and assess products and services that will be necessary to transform the experiences of high net worth clients and the branch teams who serve them. You'll have an opportunity to build, maintain and influence a diverse network of business partners both within Edward Jones and externally to deliver the products and services that fulfill our unique high net worth value proposition.

What You Will Do:

• Collaborate with the team to develop and execute the firm's High Net Worth (HNW) Products and Services strategy to ensure Edward Jones has Products and Services needed to serve HNW clients.

• Participate in the design, development and management of competitive, innovative and high quality products & services in collaboration with internal and external stakeholders.  Gather data and insights and conduct analysis of advanced complexity that inform product strategy and development.

• Responsible for HNW products & services partners and/or matrixed team relationships of moderate to significant size, complexity, number or impact in order to:

• manage and maintain the portfolio of products and services including influencing recommendations to firm governance committees add / remove / change products, services or product partners as needed.

• help identify gaps and opportunities in products and services. Shape, maintain and execute roadmap to address in alignment with firm strategic direction.

• Collaborate with key stakeholders in the division such as Advice and Guidance and Financial Planning to ensure that advice and planning is aligned and tailored to the HNW client segment needs.

• Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience.

• Resolve moderately complex / broad HNW products and services issues as escalated. Contribute to root cause analysis to prevent future occurrences.

• Regularly interface with internal and external peer contacts (e.g. relationship managers, product analysts, divisional sales managers, and operational managers)

• Serve as a subject matter expert for the assigned HNW products and services for the firm.  Includes broad and some advanced knowledge of multiple products and services, advice, planning strategies, and relative positioning in the marketplace.

• Develop understanding of rules and potential changes in the tax, legal and regulatory environment impacting HNW products and services.

• Leads certain additional responsibilities specific to the team or area (e.g. recruiting, training, product partner coordination, wholesaler effectiveness)

• Participate in broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.)

**This position is known internally as a Product Manager

What Experience You Need:

• Bachelor's degree required with quantitative discipline preferred (e.g. business, finance, economics, accounting, math, engineering, actuarial science, etc.).
• 5+ years of relevant financial services experience
• Product management, product strategy/development, and or consulting experience strongly preferred
• Series 7, 66 required within 12 months of hire.
• Strong cross-functional collaboration and leadership
• Data driven problem solving and decision making
• Plan, organize and prioritize across multiple bodies of work
• Ability to navigate ambiguous and complex business situations to drive towards action and results

*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.

What Could Set You Apart:

• Experience in High Net Worth
• Progress toward advanced degree or relevant industry designation(s) preferred (e.g., MBA, CFP, CFA,  ChFC,)
• Broad and some advanced knowledge of product line products
• Strong technical aptitude and analytical skills
• Highly collaborative with solid written, verbal and presentation skills
• Intermediate proficiency with systems and tools such as MS Office, Tableau and databases

At Edward Jones, w e 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:

Check out our Canadian awards and accolades: 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. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary: $96471 - $164262
Category: Headquarters

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