1+ months

Team Leader, Tailored Branch Support, Service (remote work eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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.
This Team Leader is responsible for leading a team of associates who support our branch teams and clients via phone and written inquiries. The team is a combination of Tailored Branch Support On Call (supporting short terms of all branch levels covering critical work for the in office BOA) as well as Tailored Branch Support New FA (a long term program where Financial Advisors can be supported until they meet the minimum requirements for hiring for an in office BOA. respond directly to phone and written inquiries from our branch offices and/or clients.

1. Department/Team Performance: ensuring successful team performance by partnering with Department Leader to establish team goals, building relationships with associates to create an environment oriented to trust and open communication, and allocating resources to accomplish work in the most efficient and cost-effective manner.

2. Talent Leadership: Attract, Develop, and Retain Talent: holding each associate accountable for meeting goals, coaching for continuous improvement by providing associates with timely, relevant feedback, partnering with the HR and Recruiting departments of the firm to ensure the most qualified candidates are selected for the role, ensuring associates are trained appropriately, providing support to all associates on their development plans, ensuring strong associate engagement and an inclusive work environment.

3. Project Management: communicating division objectives and focusing team efforts on high priority actions that directly align to Firm/Division/Department goals, managing department and division projects and programs, applying change management and innovation techniques in order to successfully implement new processes.

4. Stakeholder Relationships: contributing to relationships with critical stakeholders as well as peers in other divisions/departments, bringing an understanding of branch processes and workflow into critical relationships to advocate for the branch and help create an ideal client experience.

5. Market/Firm/Industry Event Sensitivity: staying up to date on internal/external market, firm, and/or industry events influencing workflow and stakeholders.

6. Escalations: Appropriately addressing client/branch escalations.

7. Leadership and Decision Making: effectively managing a team with high regulatory, financial, control/risk, anticipating and analyzing issues and implementing solutions, serving as a backup for the Department Leader.

**Current Series 7 license is required**
-Bachelor's degree or equivalent experience required
-3+ years' management experience in financial services industry or 2+ years financial services experience along with 3+ years of non-industry specific leadership experience or successful completion of Leadership Development course required.
-A diverse background across numerous areas of the division, firm, and/or industry is a plus. Experience in more than one Service area preferred, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.

Coach and develop associates
Industry knowledge on specific products, processes, and regulations
Strong analytical skills and ability to understand process and procedures
Ability to adapt to and drive/support change
Strong decision making and problem solving ability

* 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.
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]() 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:


Posted: 2021-03-17 Expires: 2021-06-04

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:

Team Leader, Tailored Branch Support, Service (remote work eligible)

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