14 days old

Senior Product Manager, Managed Accounts

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
As a Senior Product Manager, with a specific focus on UMA enabled features such as model-based SMAs and tax management, you orchestrate the product management and development activities for the firms managed account offerings across the organization. You will have an opportunity to build and maintain a strong network of business partners, and partner with them on challenges, opportunities and solutions. You will lead cross-functional teams of colleagues from portfolio management, operations, marketing, and development in order to drive decision making to improve our platform to better meet the needs of our clients.

Day-to-day responsibilities of the Senior Product Manager include, but are not limited to:

* Significant role in the design of program enhancements.
* Lead multiple projects that enhance the platform and client experience.
* Acting as an informal leader, mentoring and building capabilities of other associates on the team, as needed.

* Bachelor's degree required.
* 7-12 years of professional experience in financial services, product management, or strategic planning/consulting experience preferred.
* Master's degree strongly preferred
* Additional financial license/certification preferred (CFA, CFP, CIMA, etc.) preferred
* Series 7 and 66 required within 6 months of hire
Qualifications for the Ideal Candidate:
* Strong client focus and the ability to think in terms of the client experience and perspective.
* Strong ability to collaborate with and influence others to gain consensus and alignment in order to drive change.
* Proven success in an ambiguous and fast-changing environment.
* Ability to advocate and articulate the business case for program changes that will impact the client experience.
* Brings solutions instead of problems by challenging the status quo. Willing to take an unpopular stance.
* Ability to exercise good judgment to identify, prioritize and resolve the most complex problems
* Demonstrated success in driving projects to completion.
* Expert level knowledge of advisory programs, systems, tools, and workflow a plus.

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 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.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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.


Posted: 2021-01-12 Expires: 2021-02-24

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Senior Product Manager, Managed Accounts

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

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast