Opportunity Overview Opportunity Overview : * this is a non technical role
The Cash Sweep Associate Product Manager delivers excellent product support and contributes to the strategy that empowers branch teams to offer tailored brokerage cash solutions that meet clients' unique needs for spending, liquidity, protection, and yield. They ensure, through execution of our sweep strategy and initiatives, that Edward Jones is positioned to serve clients for generations to come while continuing to invest in the client, branch, and colleague experiences.
As a member of the Banking Sub-Portfolio Team, this individual accelerates the delivery of saving, spending, and borrowing products, tools, and resources so that our branch teams and clients, in all segments, have confidence in achieving their desired financial outcomes.
Responsibility Summary : - Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their desired financial outcomes
- Support the development and management of cash products in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of moderate complexity to inform product strategy, development, and evolution
- Support the orchestration of strategic and operational product management
- help shape and execute business plans that align with firm strategic direction
- 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 product partner issues as escalated
- manage and maintain cash products and associated documentation and reporting
- manage cash product partner relationships of moderate size, complexity, number or impact including influencing recommendations to add / remove / change products or product partners as needed
- ensure product literature, wholesaling support, positioning, and marketing is effective, compliant, and aligned with key firm messages
- interface with product partner peer contacts (relationship managers, product analysts, divisional sales managers, and operational managers, etc)
- Serve as a subject matter expert for assigned cash products for the firm. Includes foundational knowledge of product features, benefits, pricing, relative positioning in the marketplace, market impacts, and lifecycle events
- Support broad division, firm or industry initiatives and events as needed to represent the product line
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 Qualifications Required:
- 3+ years of relevant financial services experience, product management, or consulting experience
- Education/Certification: Bachelor's degree required with preferred discipline of business, finance, economics, accounting or similar focus.
- Securities Industry Essentials (SIE) Exam, Series 7, Series 66 required within 12 months of hire.
- Progress toward advanced degree or relevant industry designation(s) preferred (MBA, CFA, CFP, etc.)
Functional Knowledge:
- Foundational knowledge of product line products
- Strong technical aptitude and analytical skills with attention to detail
- Highly collaborative
- Highly effective written, verbal and presentation skills
- Advanced proficiency with Excel; intermediate proficiency with systems and tools such as MS Office, Tableau and databases
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.
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