1+ months

Transition Integration Manager (TIM), Branch Team Talent Acquisition

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.
Branch Team Talent Acquisition supports regionally aligned recruiting leaders with a team of talent acquisition professionals aligned to business/geographic needs supporting the vision of continuing to grow our Financial Advisor representation. Integral to achieving this vision is a highly functioning and performing talent acquisition organization. This role will have direct alignment to the firm's strategic efforts, the operational excellence and the tactical execution of talent acquisition practices that will result in Edward Jones' accomplishment of this goal.

As a Transition Integration Manager you will be working with Branch Team Talent Acquisition to assist in the development of the recruiting, transition, and integration strategy of experienced Financial Advisors to support the growth and health of the firm. You will partner with home office and the region to attract, select and onboard experienced advisors. You will also evaluate a candidate's fit with the firm including but not limited to determining the portability and suitability of the FA's book of business to Edward Jones. You will work to ensure a financial advisor's smooth transition and integration to Edward Jones during the Financial advisor's first 6 months with the firm.

* Lead Practice Acquisition Consultant and EARLs while partnering with Branch Team Talent Acquisition (BTTA) Teams to achieve Experienced Advisor hiring objectives
* Evolve and refine execution of target strategies to increase EA hires
* Develop self and associates to accelerate leadership readiness and capabilities
* Develop and maintain onboarding strategies and business plans to attract experienced candidates and successfully transition and integrate experienced candidates to Edward Jones
* Promote the Edward Jones Opportunity and be able to discuss the Edward Jones Opportunity in context within the industry
* Evaluate a Financial Advisor's book of business to determine portability and suitability for Edward Jones
* Manage the onboarding of experienced candidates, which includes partnering with various departments such as, Branch Team Talent Acquisition, Compensation, Training, Compliance, etc., and facilitate work space and technology needs
* Manage relationships with Talent Acquisition teams and region leadership teams to provide guidance and resources for attracting and sourcing a pool of qualified experienced candidates
* Gather marketing intelligence on other firms and industries
* Maintain and be able to communicate advanced knowledge of Edward Jones as well as competitor firms products and services platform to experienced candidates

* Bachelors degree required
* Series 7 and Series 66 required or obtained within 6 months of hire
* 10 years of Financial Services Experience
* Must have the ability to lead, manage and develop leaders, associates and programs
* Ability to develop and implement new business strategies to support the changing market conditions and future firm growth
* Knowledge of products, tools, and capabilities to meet our clients needs as well as the ability to articulate this understanding
* Applicant tracking systems
* Microsoft Office Products

* 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: 2021-01-18 Expires: 2021-03-26

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Transition Integration Manager (TIM), Branch Team Talent Acquisition

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

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