What are the responsibilities and job description for the Team Leader-CPT, BDSO position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
The CPT Processing Team Leader role is responsible to the day to day leadership and performance of a team of professionals that ensures clients and branches are moved into transitions successfully. Focused on driving execution and implementing strategies and solutions aligned to firm, division, and team priorities. The Team Leader contributes to department strategy, supports department and firm processes, and serves as a subject matter expert for department to effectively manage the strategies and initiatives. This role works with other home office leaders, across divisions and departments, and field leadership to obtain necessary resources to meet departmental priorities and objectives.
- Develop and execute team objectives and monitor team performance, in support of department and firm objectives. Lead the team through core work to inform, develop, and execute long term practice model strategies that support the firm's core strategies and meet client and branch team needs.
- Lead a team of professionals within Branch Development Strategy and Operations discipline whose responsibilities include, among others:
- Executing on a refresh of strategies related to domain expertise.
- Building institutional knowledge, skills, and abilities on inclusive leadership and fostering an inclusive environment.
- Driving the mindsets and behaviors of the organization forward on matters related to the domain area.
- Providing proactive guidance on creating and refining CPT efforts across the division and firm.
- Integrating new practice models into the firm's ongoing evolution and knowledge development into training, tools, coaching, and performance support. P
- Provide feedback, coaching, training, and guidance to help develop associates to enhance current and future contributions.
- Partner with key stakeholders to inform, develop, and execute long term practice model strategies that support the firm's core strategies and meet client and branch team needs.
- Contribute to CPT results through projects, program improvement, and execution of business plan objectives and measures.
- Provide appropriate resources, support and direction to help associates meet the needs of the team and firm. • Facilitate strategic and project discussions as needed in partnership with senior leaders. • Represent department on division and firmwide committee and projects.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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:
