Overview
On Site
Full Time
Skills
Strategic Alliance
FOCUS
Orchestration
Training
Marketing
Business Strategy
Network
Roadmaps
Strategic Management
Root Cause Analysis
Regulatory Compliance
Partnership
Pricing
Blogging
Finance
Economics
Accounting
Financial Services
Product Management
Product Strategy
Collaboration
Problem Solving
Conflict Resolution
Decision-making
Presentations
Management
.NET
Wealth Management
MBA
Control Flow Analysis
Analytical Skill
Marketing Operations
Taxes
Job Details
Opportunity Overview
Team Overview:
Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management - Products area, is responsible for the development and execution of the firm's Networks and Alliances strategy, roadmap and standards as well as the HNW Solutions strategy and roadmap. We build, grow and nurture the firm's strategic partnership ecosystem needed to deliver a comprehensive wealth management offering to meet multiple client segments' complex needs through both our HNW and branch channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions, real estate, other specialty HNW solutions, and more. As part of this team, you will have an opportunity to shape Edward Jones' partnership and HNW strategy, cultivate industry relationships, and collaborate with matrixed teams to deliver against our products and services roadmap.
What You Will Do:
**This position is known internally as an Associate Product Manager
EEO Statement
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.
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
At 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 Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Position Requirements
What Could Set You Apart:
Current 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.
Salary Information
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.
Team Overview:
Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management - Products area, is responsible for the development and execution of the firm's Networks and Alliances strategy, roadmap and standards as well as the HNW Solutions strategy and roadmap. We build, grow and nurture the firm's strategic partnership ecosystem needed to deliver a comprehensive wealth management offering to meet multiple client segments' complex needs through both our HNW and branch channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions, real estate, other specialty HNW solutions, and more. As part of this team, you will have an opportunity to shape Edward Jones' partnership and HNW strategy, cultivate industry relationships, and collaborate with matrixed teams to deliver against our products and services roadmap.
What You Will Do:
- Collaborate with team members to support the design, development and management of competitive, innovative and high quality partnerships and solutions that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development.
- Collaborate with cross-functional teams to develop and integrate solutions into the client and branch team experience.
- Support the orchestration of partnerships and solutions, which includes ensuring roadmaps for training, positioning, marketing, product lifecycle, etc. are in place, high quality, and aligned to the business strategy.
- Responsible for product or service partners, referral network members and/or matrixed team relationships of moderate size, complexity, number or impact in order to:
- Manage and maintain the portfolio of products and services including influencing and helping prepare recommendations to firm governance committees to add / remove / change products, services or vendors as needed.
- Help identify gaps and opportunities in products and services. Help shape, maintain and execute roadmap to address gaps in alignment with firm strategic direction.
- Resolve moderately complex / broad products and services issues as escalated. Contribute to root cause analysis to prevent future occurrences.
- Interface with internal and external peer contacts (e.g. relationship managers, HNW Segment, WMAS, Branch Teams, Experience COE, Change & Enablement, Legal, Compliance, Risk, Operations, Digital).
- Ensure that products and services literature and enablement resources are effective (quantity and quality), aligned with key firm messages and compliant. Assist in the design of efficient and effective ongoing processes and controls.
- Serve as a subject matter expert for the assigned partnerships and solutions for the firm. Includes foundational knowledge of product partner products features, benefits, pricing, etc. and their relative positioning in the marketplace.
**This position is known internally as an Associate Product Manager
EEO Statement
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.
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
At 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 Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Position Requirements
- Bachelor's degree required with quantitative discipline preferred (e.g. business, finance, economics, accounting, etc.).
- 3+ 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
- Data driven problem solving and decision making
- Plan, organize and prioritize across multiple bodies of work
- Ability to navigate moderately complex business situations to drive towards action and results
- Highly collaborative with solid written, verbal and presentation skills
What Could Set You Apart:
- Experience working with or managing third-party vendors or product partners
- Broad and some advanced knowledge of High Net Worth products and services
- Experience in High Net Worth client wealth management
- Progress toward advanced degree or relevant industry designation(s) preferred (e.g., MBA, CFP, CFA, ChFC,)
- Strong technical aptitude and analytical skills
- Intermediate proficiency with systems and tools such as MS Office
Current 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.
Salary Information
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.