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-Time
This job posting is anticipated to remain open for 30 days, from 11-Sep-2025. The posting may close early due to the volume of applicants.
Responsibility Summary :
1. Works closely with Senior Product Leader and/or General Partner to develop and execute the firm's strategy for leveraging strategic partnerships in support of firm initiatives and priorities.
2. Develops and leads team on the analyses of high impact strategic issues confronting development and implementation of the products business plan. Influences business and functional leaders as a leader, providing well-informed and strategically critical inputs to identify and recommend opportunities to yield measurable business outcomes.
a. Develops and leads on the creation of analytical insights related to products strategic plans over multiple time horizons.
b. Develops and leads team on analysis based on competitor developments and industry announcements related to products/solutions, partnerships, services, and financial data to prepare recommendations for decision-making by senior leaders.
c. Develops and leads team on the analysis, strategy and development of financial advisor facing product systems, vendors, and third party tools.
d. Leads team to understand and interpret rules and potential changes in the legal and regulatory environment; makes recommendations that help shape the firm position with respect to legal and regulatory issues.
e. Leads and drives the ongoing design and development of innovative products and programs, leveraging data and insights to drive progress on firm initiatives and priorities.
3. Leads insurance partner relationships of significant size and lead a team that is responsible for product partner/vendor relationships in order to:
a. Approve and drive execution of business plans that align with firm strategic direction
b. Accountable for the team having efficient and effective ongoing processes and controls to ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant.
c. Provide thought leadership and influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
d. Ensures the resolution of complex / broad product partner issues as escalated. Determines root cause and apply systems thinking to prevent future occurances.
e. Regularly interfaces with product partners peer contacts (Eg. senior leadership, divisional leaders, product line leaders, sales leaders, and operational leaders)
4. Provides expert support for complex client & firm issues and support branch teams as needed
5. Establishs trusted partnerships as a consultant to business and functional leaders throughout the organization, employing diplomacy and objectivity, to strategize, influence, prioritize, plan, and deliver product capabilities that improve overall firm performance.
6. Leads 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.)
7. Deep subject matter expertise in multiple product lines or disciplines
8. Responsibility for leading others on functional or cross-functional teams beyond their immediate team.
9. Leads a team of associates and has has responsibility for the development of associates to build firm talent
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: $140400
Hiring Maximum: $239100
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 Job OverviewSkills/RequirementsCurrent INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
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
Education/Certification:• Bachelor's degree required with preferred discipline (Eg. business, finance, economics, accounting, math, engineering, actuarial science, etc.).
• Series 7, 66 and State life/health license required within 12 months of hire.
• Advanced degree or relevant industry designation(s) preferred. (e.g.: MBA, CFA, CIMA, CFP, ChFC, CPA, etc.)
Years of Experience:• Generally, 12+ years of relevant financial services experience with 8+ years of product line experience strongly preferred.
• Formal or matrix leadership experience preferred
Functional Knowledge:• Advanced working knowledge of firm priorities, initiatives and offerings.
• Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent.
• Strong drive with ability to get results with and through others in positive manner.
• Comprehensive and deep subject matter expertise in the product line
• Exceptional emotional intelligence, technical aptitude and analytical skills
• Highly collaborative and intellectually curious; regularly demonstrates critical thinking
• Highly effective written, verbal and presentation skills
• Advanced proficiency with systems and tools including MS Office, Tableau and databases
Problem Solving:Problems faced by leaders in this role tend to be advanced, complex and unstructured. Achieves results largely through others.
Decision Making:The decisions in this position are high in impact.
Span of Influence:The span of influence in this position is high. Periodic interaction with firm senior leaders and governance and planning committees. Regularly interface with associates in Compliance, Firm Analystics, Firm Strategy, Legal, Products, Branch Development, and Service.
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 9 million clients and 20,000 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 2024, data as of December 2023. 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.
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