What are the responsibilities and job description for the Senior Product Manager position at EDWARD JONES?
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.
Work closely with Senior Product Leader and/or General Partner to develop and execute the firm's Financial Advice and Planning Specialist Desks which are tiered to support and respond to segmentation needs. These 'desks' allow Financial Advisors to call in with a client-specific situation or need and will allow for broadening of complete wealth management services advisors deliver to clients, while also extending branch team capacity to help clients achieve their financial goals.
Participate in the design and development of innovative Advice Specialist Desks service that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct review of advanced complexity that inform strategy and development.
Responsible for Advice Specialist Desks product partner relationships of significant size, complexity, number or impact in order to: Shape and drive execution of business plans that align with firm strategic direction
Assist in the design of efficient and effective ongoing processes and controls.
Influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
Resolve complex / broad APPS issues and integration points as escalated. Establish root cause and apply systems thinking to prevent future occurrences.
Regularly interface with Wealth Management Advice & Solutions peers
Assist in the coordination and alignment of Business Architecture activities
Serve as a subject matter expert for the Advice Specialist Desk. Will meet with Financial Advisors specific to financial planning and investment analytics. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment for the product line. Make recommendations that help shape the firm position with respect to tax, legal and regulatory issues for these products/programs.
Head significant additional responsibilities specific to the team or area (Eg. recruiting, training, product partner coordination, wholesaler effectiveness)
Manage broad division, firm, or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.)
Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm.
Mentor team members and assist in the ongoing development of their subject matter expertise.
Education/Certification: Bachelor's degree required with preferred disciplines (E.g. business, finance, economics, accounting, math, engineering, actuarial science, etc.).
Series 7, 66 required within 12 months of hire.
Progress toward advanced degree and/or relevant industry designations preferred
CFA & CFP preferred
Experience:7 years of relevant financial services experience, capital markets and securities experience preferred.
Functional Knowledge:Deep subject matter expertise in product line products
Broad knowledge of Branches and branch structure
Exceptional technical aptitude and analytical skills
Highly collaborative
Highly effective written, verbal and presentation skills
Advanced proficiency with systems and tools including MS Office, Tableau and databases
Problem Solving:
Problems faced by associates in this role tend to be advanced, complex and unstructured. Achieve results autonomously and occasionally through others.
Decision Making:
The decisions in this position are high in impact.
Span of Influence:
The span of influence in this position is high. Wealth Management Consultation partners with Financial Planning, Investment Advisory, Advice & Guidance, Banking, Wealth Management Enablement, and other WMAS areas such as Client Consultation Group. Regularly interface with associates and leaders in Branch Development, Compliance, Finance, Legal, Risk, Products, Product Review, Operations, Service and Solutions.
100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ Equality.
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:
Salary: $109696 - $186781
Category: Headquarters
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.
Work closely with Senior Product Leader and/or General Partner to develop and execute the firm's Financial Advice and Planning Specialist Desks which are tiered to support and respond to segmentation needs. These 'desks' allow Financial Advisors to call in with a client-specific situation or need and will allow for broadening of complete wealth management services advisors deliver to clients, while also extending branch team capacity to help clients achieve their financial goals.
Participate in the design and development of innovative Advice Specialist Desks service that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct review of advanced complexity that inform strategy and development.
Responsible for Advice Specialist Desks product partner relationships of significant size, complexity, number or impact in order to: Shape and drive execution of business plans that align with firm strategic direction
Assist in the design of efficient and effective ongoing processes and controls.
Influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
Resolve complex / broad APPS issues and integration points as escalated. Establish root cause and apply systems thinking to prevent future occurrences.
Regularly interface with Wealth Management Advice & Solutions peers
Assist in the coordination and alignment of Business Architecture activities
Serve as a subject matter expert for the Advice Specialist Desk. Will meet with Financial Advisors specific to financial planning and investment analytics. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment for the product line. Make recommendations that help shape the firm position with respect to tax, legal and regulatory issues for these products/programs.
Head significant additional responsibilities specific to the team or area (Eg. recruiting, training, product partner coordination, wholesaler effectiveness)
Manage broad division, firm, or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.)
Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm.
Mentor team members and assist in the ongoing development of their subject matter expertise.
Education/Certification: Bachelor's degree required with preferred disciplines (E.g. business, finance, economics, accounting, math, engineering, actuarial science, etc.).
Series 7, 66 required within 12 months of hire.
Progress toward advanced degree and/or relevant industry designations preferred
CFA & CFP preferred
Experience:7 years of relevant financial services experience, capital markets and securities experience preferred.
Functional Knowledge:Deep subject matter expertise in product line products
Broad knowledge of Branches and branch structure
Exceptional technical aptitude and analytical skills
Highly collaborative
Highly effective written, verbal and presentation skills
Advanced proficiency with systems and tools including MS Office, Tableau and databases
Problem Solving:
Problems faced by associates in this role tend to be advanced, complex and unstructured. Achieve results autonomously and occasionally through others.
Decision Making:
The decisions in this position are high in impact.
Span of Influence:
The span of influence in this position is high. Wealth Management Consultation partners with Financial Planning, Investment Advisory, Advice & Guidance, Banking, Wealth Management Enablement, and other WMAS areas such as Client Consultation Group. Regularly interface with associates and leaders in Branch Development, Compliance, Finance, Legal, Risk, Products, Product Review, Operations, Service and Solutions.
100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ Equality.
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:
Salary: $109696 - $186781
Category: Headquarters
Senior PHP Developer
Axiom Product Administration -
Fallon, MO
Senior Digital Product Manager, Spectrum Enterprise
SPECTRUM -
Saint Louis, MO
ServiceNow - Senior Service Management Product Manager (Remote)
Mercy -
Chesterfield, MO
