1+ months

Leader in Partnership Accounting

St Louis, MO 63103
  • Jobs Rated
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At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
The Partnership Accounting area focuses on maximizing the value to each partner type at Edward Jones (General Partners, Subordinated Limited Partners, Limited Partners, Service Partners and Joint Venture Service Partners) by providing both proactive and reactive support, guidance and education.

As a Partnership Support Leader and key member of the Partnership Accounting area, you will be responsible for leading a team of Partner Specialists and Partner Consultants to providing world class service and support to the firm's partners. Additionally, you will play an integral role developing and executing on strategies and tactics to evolve the services that we offer our partners.

The Partnership Support Leader will:
* Plan, direct, and lead a team of associates responsible for supporting the proactive and reactive needs of the firm's partners related to their partnership type, benefits and tax planning considerations.
* Build, maintain, and leverage relationships to gather critical information and influence key decisions. This involves communication and coordination both within and outside the organization.
* Continually evaluate and improve the financial and operational processes and controls related to each of the firm's partner types.
* Provide leadership, development, and mentoring to associates through timely coaching and feedback.
* Builds individual and associate understand of financial concepts, federal and state tax law, and SME level of knowledge of each type of partner.
* Understand the roles, responsibilities, and activities performed by organizational functions (e.g., marketing, sales, operations, finance, human resources); understand the interrelationship among organizational functions; have experience and skill in managing across functional and organizational lines.
* Takes constructive action at work with little or no direction from others; drives for results through new, innovative ideas or work methods.
* Use complex problem-solving and critical thinking skills to resolve situations
* Strive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.
* Create education and communication material to raise the level of understanding of each partner type. Partnership Consultants will create and host webinars.
* Draw information from multiple sources to identify, analyze, and resolve complex needs.
* Identify trends, insights and needs of partners, proposing solutions and implementing changes.

*Skills/Requirements:*
* BA/BS in related field. Certification or advanced degree preferred (focus in accounting, finance, CPA or comprehensive relative experience strongly preferred).* *
* 5-10 years relevant experience preferred (i.e. accounting, financial services industry, customer service, or Edward Jones experience recommended).
* Must be able to effectively communicate with internal and external parties including associates, leaders, and business area(s).
* Fosters open communication by creating a candid and open environment.
* Displays confidence in one's ability to make decisions and perform difficult job tasks; displays self-assurance in all work relationships; communicates and appropriately defends beliefs and opinions.
* Intermediate/advanced knowledge of Microsoft Office is required.
* Understanding of PeopleSoft is a plus.

* Ability to maintain a culture of confidentiality of sensitive personal information


* 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list.
* From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* 2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundations 19th annual scorecard on LGBTQ workplace equality.
* From The Human Rights Campaign. All Rights Reserved

* 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
* J.D. Power, 2021 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
* Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.


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. [Visit our career site](https://careers.edwardjones.com/compensation-and-values/) 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:

Categories

Industry

  • Banking / Finance

Jobs Rated Reports for Accounting

Posted: 2022-06-27 Expires: 2022-09-09

Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. We attribute a great deal of our success to our principles and personal, long-term approach to investing.

We have consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And we’re very proud of that.

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Leader in Partnership Accounting

Edward D. Jones & Co., L.P
St Louis, MO 63103

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