Senior Learning and Development Specialist
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
The Home Office Leadership Development team in Human Capital is responsible for developing, executing, and measuring the impact of the learning and development strategy for approximately 1500 home office leaders, team leader through director. As a member of the team, you'll have the opportunity to shape the strategy, design innovative and impactful learning experiences, tailored to the unique needs of your audience, deliver first-class learning experiences, and measure the impact they have on your learners.
The Senior Learning and Development Specialist is responsible for providing strategic consultation to key business partners in service of supporting and enhancing a leadership development ecosystem that demonstrably impacts business results and supports the ongoing development and engagement of home office leaders. This role is further responsible for designing, developing, curating, deploying, managing, and measuring innovative, best-in-class learning experiences and holistic solutions that align to leader "moments that matter," and support division and firm outcomes.
What You'll Do:
Identify current and emerging learning and performance needs through ongoing consultation with key business partners within Human Capital.
Design, develop and implement learning and development solutions through strategic partnerships with key stakeholders across the firm, positively influencing key performance indicators.
Continuously develop and utilize expert knowledge to ensure recommended and designed learning solutions align with business needs, learner needs and best in class leadership development principles and theory.
Partner with vendors to align solutions to Edward Jones leader needs, colleague experience and business outcomes.
Apply broad business perspective and learning expertise to uncover, prioritize and address leader learning needs.
Partner with data and analytics team to identify and implement measurement strategy to determine efficacy of learning solutions on performance and business outcomes. Provide regular reports of learning, performance and business impact of learning solutions.
Demonstrate expert level facilitation skills in asynchronous, virtual and in-person classroom experiences.
Design learner-centric development experiences that align to user/customer experience (UX/CX) best practices.
Key business partners include but are not limited to division leaders, HC business partners, and business unit leaders and leaders/associates in the Talent organization, including the Leadership Development leadership team.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
Minimum of 7+ years of experience in a learning related role (i.e. leadership development, instructional training design, development, learning measurement, consulting, facilitation, vendor management)
5+ years of experience in influencing and consulting with key stakeholders to enable learning initiatives and projects affecting large audiences with positive outcomes. Ability to define strategy, implement action plans, recommend and implement continuous improvement, develop and monitor expense, manage and implement projects, and manage external resources
Deep expertise in current leadership development theory, principles, assessments, and frameworks
Ability to lead and manage multiple mid/long term projects concurrently
Excellent interpersonal, relationship-building and communication skills
Ability to adapt to a dynamic and fast paced business environment
Ability to work successfully in ambiguous contexts and projects
Strong project management, project planning, time management and coaching skills
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Senior Brand Content Strategist- High Net Worth
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants.
We're seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires a deep understanding of brand content, marketing and communications tailored to the financial services industry, particularly for investors who have a high net worth and high total investable assets. The right person should be highly familiar with the products and services that align with this target client's interests. This team player will develop strategies that ensure brand differentiation, relevance, and resonance for our HNW investor audiences. The ideal candidate is a strategic thinker with a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex ideas into impactful brand narratives that contribute to quantifiable commercial value for clients and prospects.
What you'll do...
● Lead the creation and execution of clear messages, creative communication plans and campaign ideas for HNW investors, in partnership with agencies and other firm stakeholders.
● Partner with senior firm leaders and matrixed teams to bring our differentiated brand to life through targeted content and client materials.
● Serve as a bridge and translator between product/service/wealth management/business segment teams and content marketing strategy and execution.
● Provide strategic direction for content and campaigns, ensuring alignment with our enterprise-wide content strategy and HNW brand voice.
● Coach and partner with others to develop messaging strategies and ensure consistency across all communications (owned, shared, paid is focus; partner with adjacent team on earned media).
● Utilize data and insights to drive content strategy and inform proactive discussions around audience needs in the high net worth segment
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
What you'll need...
Bachelor's Degree in marketing, communications or similar major
10+ years of experience in marketing communications, preferably in the financial services sector
Communication/Messaging Strategy aligned to brand standards and guidance
Content Development and content marketing
Go-to-Market/Integrated Marketing Strategy
Content Intelligence/ Analytics/Measuring Effectiveness
Omnichannel Management
High degree of personal initiative and critical thinking
Creative thinking and seasoned judgment
Ability to influence and make effective decisions; create consensus among team
Deep understanding of financial services, particularly products and services preferred by high net worth and affluent investors
Experience in developing content strategies for various communication channels, including social media, websites, email, direct mail, events and digital media
Proven track record of navigating complex environments and working effectively in team-based or matrix environments
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
General Manager
Memphis, TN job
Your Opportunity:
General Manager Titlemax Memphis, TN
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
Compensation
This position has an hourly pay rate of $19.25 and is eligible for performance bonuses.
The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Operations experience in a leadership capacity.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.*
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Program Coordinator - Security Risk Analyst
Tempe, AZ job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
Overview:
Within Global Security Services, the program coordinator (Security Risk Analyst) is responsible for coordinating and administrating security programs. The program coordinator responsibilities cross a variety of functional areas. Common responsibilities include intelligence monitoring (OSINT), intelligence product creation and dissemination, project coordination, systems monitoring and administration, data reporting and analysis, implementation of communication strategies, compliance/audit support, and coordination of Global Security Services departmental programs.
Responsibilities include:
Monitor, administer and refine security systems. Systems currently include, but are not limited to:
Intelligence applications
Mass notification applications
Email surveillance
Develop tactical and strategic intelligence products for firm stakeholders
Develop and coordinate the distribution of inter and intra-departmental communications to service receivers and/or the firm
Conduct travel assessments, email surveillance and other investigations as needed to include persons of interest
Design, develop, deliver, and coordinate the implementation of training programs to service receivers regarding the usage of department reports and systems.
Coordination of education, awareness and training activities pertaining to Global Security Services programs
Coordinate Incident and CAD Reporting and Data Analysis
Coordination and development of operational efficiency initiatives
Design, develop, and implement efficient reporting and tracking systems that will collect and report key measures and data
Create, run, modify, and improve standard ad hoc reports to support the objectives and operations of service receivers
Coordinate Compliance and Audit Support
Coordinate responses to internal requests for security services
Prepare cost estimates and manage costs for various security and life safety programs.
Manage and evaluate performance and capabilities of external vendors
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $61600
Hiring Maximum: $101600
Read More About Job Overview
Skills/Requirements
What you will need:
Education/Certification:
BS or BA in related field (preferred).
Minimum Years of Experience:
3 or more years in a relative role (preferred).
Functional skills:
Strong project management skills, and experience coordinating multiple projects simultaneously
Very strong organizational skills
Ability to evaluate and establish priorities, then implement plans to accomplish them
Highly collaborative
Strong written and verbal communication skills required, including the ability to convey technical information to non-technical audiences
Develops and maintains relationships with key contractors and internal service receivers
Strong business and security system/application acumen
Demonstrable understanding of and experience with the intelligence cycle to include tactical and strategic intelligence product creation and dissemination
Experience with open-source intelligence
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
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Operations Readiness Leader
Westlake, TX job
The Role
Do you have a solid understanding of regulatory reporting requirements for registered investment companies and alternative products? Would you be interested in participating in the implementation of new regulatory reporting requirements, products and technology, and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you! This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall.
In this role, you will leverage your analytical stills, knowledge of accounting and financial reporting, attention to detail, and project management skills combined with strong interpersonal skills to partner with technical, oversight, business partners, operation leaders and operational associates to scale technology and processes to produce accurate time-sensitive reporting and filings required for shareholders and regulators.
You will also coach and mentor staff to achieve high-quality results, adhere to process controls to proactively mitigate risk and manage a backlog. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line's overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity's products.
The Expertise and Skills You Bring
Bachelor's degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting, with Digital Assets / Alternative products preferred.
Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment
You have a solid understanding on the processes involved in producing regulatory reports (e.g., specifically financial statements)
Focus on innovation - ability to identify and drive forward ways to improve and automate current processes
Function as a key liaison with Operations, Technology and Squads to provide requirements, build testing plans, manage and set expectations with business partners (internal and external to Shareholder Reporting), develop and execute on-boarding plans, mitigate risk items, and manage the technology backlog.
Ability to work with all levels of management, across a large multi-faceted organization, and influence high impact decisions quickly and accurately
Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory and technology environment.
You have a strong ability to prioritize work and manage competing deliverables and deadlines and partner with application support members to execute on in-cycle production issues.
Strong understanding of workflows and requirements of internal and external business partners and systems applications
Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness
Excellent written and verbal communication and strong presentation capability
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity's new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity's current and future success!
#FFIOALTS
#FidelityAlts
Certifications:Category:Business Analysis
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Department Leader - IS Governance, Risk, and Compliance
Tempe, AZ job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Team Overview:
As the Cyber Security Department Leader for Governance, Risk, and Compliance (GRC) Practice Management, you are a key member of the Information Security Leadership Team, responsible for driving governance, risk oversight, and regulatory compliance across Cybersecurity, Technology, and Data risk domains. You will collaborate with leaders to align risk management with the organization's security strategy. In this role, you will set the strategic direction and define the approach for Digital Risk Management in alignment with Enterprise Risk Management. This includes establishing frameworks for identifying, assessing, and mitigating risks, and guiding the adoption of industry standards (e.g., NIST CSF, CRI Profile, COBIT). You will shape processes such as exception management, control evaluation, executive risk reporting, and other risk governance activities; and ensure alignment with enterprise objectives and compliance requirements. You will also outline approaches for audits, compliance reviews, and regulatory inquiries while driving continuous improvement while fostering a productive environment for Associates.
What You'll Do:
Set the strategic direction for Digital Risk Management practices in partnership with the Director, ensuring alignment with Enterprise Risk Management and organizational objectives.
Oversee governance processes, including policy management, Key Risk Indicators (KRIs), exception management, control evaluation, risk appetite, and executive risk reporting.
Establish approach to maintaining accuracy of process inventory, control mapping, and effectiveness testing ensuring complete effectiveness and coverage.
Oversee and manage IT General Control (ITGC) completeness, effectiveness, and support of external audit reviews.
Ensure controls are tied to regulatory requirements, including SOX, NYDFS, SEC, RegSID, Canada Regulation, EJ Bank Regulators, and other applicable frameworks.
Directly interface with regulators and oversee associated document tracking, requests, and meetings.
Shape the risk assessment approach, ensuring comprehensive evaluation and mitigation of risks across Cybersecurity, Technology, and Data domains.
Collaborate with Enterprise Risk Management, Internal Audit, and other 1st line risk teams to ensure alignment and consistency in risk management practices.
Ensure ongoing compliance with regulatory requirements by leveraging technology-driven mapping exercises, continuous monitoring of regulatory updates, and engaging in industry peer networking.
Execute on a workforce management strategy that includes identifying, training, and retaining top talent by providing leadership, development, mentoring, and growth strategies in support of successfully achieving objectives. Provide leadership, development, and mentoring to Team Leaders, and Individual Contributors through examples and timely feedback.
Accountable for understanding and making prudent decisions related to financials and budgetary considerations for all resources and vendor engagements associated with the organization.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $140400
Hiring Maximum: $239100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
10+ years relevant cyber, technology, and / or data risk experience in progressive roles
5+ years of leadership preferred
Be available for on-call work and/or work scheduled outside normal business hours as needed
Be able to support highly confidential security investigations that require making critical decisions in extremely high-pressure situations that can have significant impact to the Firm (cost, inability to continue business operations, regulatory impacts and fins, and damage to EDJ brand and clients)
Experience in leading a large team of individual contributors or team of leaders. Including demonstratable experience in: defining strategic initiatives, tracking execution of strategic initiatives against clearly defined metrics, basic budget management, resource management, talent development and coaching, and strong employee engagement.
In-depth knowledge around leading a security or risk organization (preferably in a regulated industry such as financial). Including: Exceptional, concise, executive-level verbal and written communication, compliance and regulatory adherence, audit and regulatory exam support, continual understanding of the cyber threat landscape, cyber risk management, cyber governance, cyber risk/control/maturity frameworks, cyber technology landscape, and vendor relationship management.
Subject matter expertise in at least one security domain or two sub-domains. Including: Cyber Governance, Risk and Compliance; Threat and Vulnerability Management; Identity and Access Management; Security Engineering and Operations; Security Architecture; Application Security; Cyber Resilience and Recovery; or Insider Risk.
Functional understanding of core enterprise technology platforms and best practices. Including: infrastructure, software, data, cloud, engineering, architecture, digital transformation, change management, crisis management, business continuity, and disaster recovery.
What Could Set You Apart:
Certified Information Systems Security Professional (CISSP)
Certified in Risk and Information Systems Control (CRISC)
SANS Global Information Assurance Certifications (GSLC, GSTRT, GCFA, GCLD, GDSA, etc)
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Associate General Counsel I- Legal
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
We are looking for an experienced attorney to provide legal advice to our network of branch teams and support to business leaders across the Firm. The individual selected for this role will enjoy the benefit of working for a well-established 100+ year-old Fortune 500 firm. This person will be responsible for:
Providing legal advice and counsel to the firm, branch teams and internal business areas on a wide variety of branch and account-related legal issues, including matters involving powers of attorneys, court orders, trusts, estates, beneficiaries, account authorization, privacy, financial industry regulations, and client-related litigation.
Identifying, mitigating, and managing potential risk to the firm, its affiliates, and its associates.
Offering solutions-based advice by resolving conflicts before they escalate into complaints or litigation.
Working with internal business areas to provide legal advice on processes and procedures to support our financial advisors and clients.
Preparing associates to testify in non-party matters.
Ensuring branch teams and home office associates adhere to regulatory and legal guidelines and policies and procedures of the firm.
Handling matters independently, while exercising good judgment on when to escalate.
Communicating effectively with other attorneys, professionals, associates and leaders.
Identifying and managing outside counsel as needed.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $117000
Hiring Maximum: $199300
Read More About Job Overview
Skills/Requirements
Juris Doctorate with exceptional academic credentials
License to practice law in Missouri or an ability to obtain within six months of hire
Minimum of 8 years of progressive responsibility as an attorney in private practice, in the public sector, or in an in-house counsel capacity
Securities industry and/or litigation experience preferred
Excellent analytical and problem-solving skills
Sound judgment and an ability to appropriately assess risk
Exceptional verbal and written communication skills
Strong organizational and prioritization skills in a deadline-driven environment
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Business Support Specialist II, Trust
Tempe, AZ job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
Ready to make an impact? Are you passionate about driving innovation and transforming processes through automation? Do you have a knack for leveraging technology and tools to create smarter solutions? If you thrive in dynamic environments, embrace ambiguity, and love collaborating with stakeholders to streamline operations, then this is your moment!
Join Edward Jones as a Business Support Specialist II and help shape the future of efficiency and automation within Trust Operations.
Trust Operations plays a critical role within the Operations Division, delivering a comprehensive suite of processes that supports Edward Jones Trust Company and its clients. Our team is uniquely positioned to drive efficiency and innovation across the department.
As a Business Support Specialist II, you'll collaborate with stakeholders across the Operations Division and Edward Jones Trust Company to lead initiatives that enhance client experience. In this role, you'll apply and leverage your technical skills to implement, and automate processes, creating smarter solutions that reduce manual efforts and improve outcomes. This is your chance to influence meaningful change, champion automation, and help shape the future of trust services.
What You'll Do:
Lead and execute business initiatives that drive process improvements and operational excellence within the department.
Champion automation and transformation to streamline operations and reduce risk by assessing current workflows, identifying gaps, and implementing innovative solutions.
Collaborate cross-functionally to deliver successful outcomes on projects.
Broaden and deepen Subject Matter Expertise to serve as department resource for various operations functions.
Business Continuity Planning Lead - implement process and coordinate with department to complete applicable requirements.
Department representation on broader Trust Company initiatives.
Share Knowledge to help develop other associates.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $72700
Hiring Maximum: $119800
Read More About Job Overview
Skills/Requirements
What You'll Need:
Bachelor's degree and/or equivalent experience.
3+ years of relevant experience in financial services industry.
Strong technical skills with the ability to leverage tools and technology for automation and process improvement, including:
Experience interacting with databases such as Apex
Ability to use visualization tools such as Tableau, Power BI
Advance Microsoft Excel (macros, vba)
Other tools such as Jira, InfoPac, DB2, SQL Developer
Excellent organizational, verbal, and written communication skills with proven ability to establish and cultivate relationships with key stakeholders.
Excellent critical thinking skills and ability to navigate ambiguous situations.
Ability to work effectively both independently and in a team environment.
Ability to prioritize and manage multiple tasks/projects along with recurring responsibilities and adjust to changing priorities with minimal leader input.
Ability to drive change and lead/influence others without formal authority.
What Could Set You Apart:
Series 7
Series 99
Project/Change Management
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
President, Fund Administration
Tempe, AZ job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
This leadership role offers the opportunity to oversee the strategic direction and operational management of two major fund complexes: the $200B Bridge Builder Trust and the $35B Edward Jones Money Market Fund. As President of both funds, the position involves representing their respective advisers in key governance processes, including annual contract renewals and board interactions. The role leads two specialized teams responsible for fund platform initiatives, valuation oversight, compliance, and liquidity management, while also chairing cross-functional operations meetings. Additional responsibilities include negotiating sub-adviser fees, managing large-scale fund transitions, and guiding vendor strategy across critical service providers. The ideal candidate will bring over 15 years of financial industry experience, deep expertise in 1940 Act mutual funds, and a proven track record of strategic leadership and stakeholder engagement.
What you'll do:
Lead Strategic Direction
Assist in the Development and lead the execution of the business plan for the Bridge Builder Funds.
Set strategic goals aligned with Edward Jones priorities and expand product offerings to support financial advisers and clients.
Oversee Functional Teams
Manage PFSM teams including:
Accounting Oversight
Investment Guidelines
Fund Services
Board Oversight
Valuation and Execution
Ensure daily fair valuation, trade cost analysis, and regulatory compliance.
Governance & Board Engagement
Serve as primary liaison to the Board of Trustees
Lead preparation and execution of Board meetings and ensure Board is informed on strategy and initiatives.
Represent the adviser and funds in the annual 15c contract renewal process.
Vendor Management & Oversight
Lead strategy and fee negotiations with Tier One vendors (Fund Accountant, Custodian, Transfer Agent, Distributor).
Oversee due diligence and performance of strategic partners and vendors.
Fund Operations & Transitions
Oversee execution of large-scale fund transitions (often > $1B) due to sub-adviser or model manager changes.
Ensure smooth operational execution and risk management across all fund activities.
Regulatory & Compliance Leadership
Maintain expert-level understanding of the 1940 Act and ensure adherence to regulatory requirements.
Chair Valuation and Liquidity Committees and monitor investment guidelines.
Cross-Functional Collaboration
Partner across all adviser functions to drive growth, change, and strategic initiatives for Proprietary Funds.
Serve as escalation point for complex decisions and mentor team members.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $202200
Hiring Maximum: $344200
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
15+ years of directly related financial industry experience
Bachelor's degree is required. MBA degree preferred
Outstanding verbal and written communications skills. Proven capabilities in preparing for, and presenting to, high-level internal leadership, external Boards, industry regulators, and 3rd party service providers required.
Expert-level understanding of 1940 Act mutual funds and related investments required
Proven ability to initiate, champion, and execute on critical platform-level and firm-level initiatives
Strong analytical, problem solving, and organizational skills
Proven experience in leading, mentoring and providing feedback to fellow associates
Demonstrated experience in serving as a point of escalation for complex or difficult decisions
Strong analytical skills with good attention to detail
Ability to partner with applicable business areas and outside service providers regarding the design and operation of Funds' platform strategies.
Ability to maintain a balance of risk and reward to facilitate business growth while effectively managing risk
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Director, Asset Management Risk
Jersey City, NJ job
Job Description:The Role
The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
12+ years of relevant work experience in the financial industry
Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Strong understanding of blockchain technology.
Executive level presentation skills required
Project management and/or consultative experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Promote a culture of experimentation to ensure continuously learning
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Tailored Licensed Support Financial Representative
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants.
The Tailored Licensed Support (TLS) Team acts as a fiduciary, remotely serving clients in partnership with the clients' local Branch Office Team.
Tailored Licensed Support associates are experienced licensed financial advisors with extensive industry knowledge and firsthand branch experience ready to partner with their Branch Teams on day one. The TLS associate effectively and efficiently performs any licensed tasks the Financial Advisor performs and will be paired with up to 2 Branch Teams.
What Characteristics would make you a successful Tailored Licensed Support Financial Representative:
Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Leverage firm systems, tools and resources to support Goal Based Advice conversations in a tailored approach and apply knowledge of the Edward Jones business model, investment philosophies and values.
Demonstrate flexibility in shifting between two branch teams, prioritizing the needs of each branch on a daily basis.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $72700
Hiring Maximum: $119800
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Position Requirements :
High School Diploma/Equivalent required; Bachelor's degree preferred
Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application
Insurance License required and the ability to be licensed in all 50 states at time of application
At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred
Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building
Strong critical thinking skills are necessary
Ability to provide support on Day 1 and immerse yourself into a branch team's business plan to quickly contribute to their success
Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face
Some travel required to the HQ and branch teams served (Less than 10%)
Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Senior Tax Officer
Tempe, AZ job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 16-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations.
What You Will Do:
The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax Manager. Responsibilities include:
Reviewing and understanding trust documents; assimilating the terms of the document with various outside facts to set up and maintain accounts for tax reporting purposes;
Communicating on complex tax matters with trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings opportunities;
Communicating with outside business partners, tax and legal professionals;
Communicating with the IRS and state tax authorities and responding to various notices and inquiries received from these entities;
Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions;
Providing training to administration area associates.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $84100
Hiring Maximum: $143100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You Need:
5+ years' experience in trust, fiduciary or financial services experience including 3 years in preparation and review of trust income and estate tax returns required
Advanced knowledge of fiduciary principals, estate and income taxation
Able to use trust accounting system and work with multiple systems
Able to adapt to constantly changing tax laws and reporting requirements
Able to delegate and exercise oversight, and communicate with associates on complex tax matters in a clear non-technical manner
Outstanding time and organizational management skills required to manage work over extended period and meet critical deadlines
Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills
What Could Set You Apart:
CPA or Masters of Taxation preferred
Experience or education in estate planning concepts
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants.
This is a Paralegal I opportunity. The successful candidate will handle matters across multiple workstreams within the Legal Response Team, with an emphasis on third party document requests, court orders, and other Operations-oriented work supporting branches, clients, and the Legal Response Team's Home Office partners.
Independently analyze and respond appropriately to third party requests for documents and information, court orders, and other requests with support and guidance from Edward Jones attorneys as necessary.
Independently analyze legal documents and provide guidance to branches and Home Office associates.
Contact and respond professionally to questions from branches, other Divisions, attorneys, government agencies, and other actors.
Work efficiently and accurately while accounting for risk and need in a high volume, fast-paced environment.
Conduct legal research with guidance from Edward Jones attorneys.
Acquire and maintain knowledge regarding the operation of client accounts and firm documents, processes, and systems.
Acquire and maintain knowledge of state and federal statutes and requirements pertaining to third party requests for documents (discovery and eDiscovery), conservatorships, guardianships and other relevant matters.
Support the management of the Legal Response Team by participating in intake functions, triaging incoming and pending matters, assisting with special projects, and completing high-level administrative tasks as needed.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $53600
Hiring Maximum: $88300
Read More About Job Overview
Skills/Requirements
High school education required; college degree and/or paralegal certification preferred.
Minimum of 3 years of paralegal experience in private practice or in-house environment handling litigation matters required.
Financial industry experience preferred.
Comfortable using (and learning) technology. Proficient using Microsoft applications and Adobe Acrobat. Exposure to third party legal support applications such as OnIT and Westlaw preferred.
Highly organized, detail-oriented, resourceful, and adaptable to changing priorities.
Self-starter who takes initiative.
Strong verbal and written communication skills and strong interpersonal skills.
Capacity to work both independently and collaborate in team environment.
Commitment to a high level of ethics, professionalism, and confidentiality.
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Field Supervision Officer II
Tempe, AZ job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants.
Do you enjoy putting pieces together to understand the bigger picture and partner to solve complex issues? If so, there is an exciting career opportunity waiting for you in our Field Supervision Department!
Description: The Field Supervision Department plays a critical role in achieving the Compliance Division's purpose of promoting our client's best interests and choices by partnering to improve our culture of compliance and enable the best experience for all. Our associates are our greatest asset, and the opportunity to increase our client impact is directly related to our success in attracting, retaining, and developing a talented and diverse workforce.
Field Supervision Officers are registered with FINRA as designated supervisory principals to enforce firm and regulatory compliance rules utilize extensive electronic processing systems and exception reports to complete work and provide support to branch offices regarding client activity, firm policies, and industry regulations.
Key Responsibilities:
Review of non-supervisory and basic supervisory client and branch activity to identify fraudulent or manipulative activity.
Review of electronic communication for branch teams and home office associates.
Verify account information and accuracy through contacts with our clients and branch teams.
Identify supervisory issues, trends, and potential concerns in branch activity and effectively communicate them to clients, Financial Advisors, and home office associates.
Develop and deliver training, coaching and feedback.
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:
Hiring Minimum: $53600
Hiring Maximum: $88300
Read More About Job Overview
Skills/Requirements
Series 7 license that is currently active and has been held a minimum of one year
Must obtain Series 9, 10, 24, and 66 within 4 months of hire
Preferred Requirements:
Insurance license is preferred
General understanding of compliance or industry experience is preferred
One to two years of compliance experience is preferred
Bachelor's degree or equivalent experience is preferred, but not required
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
Read More About Skills/Requirements
Awards & Accolades
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.
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Operational Efficiencies Project Leader, Operations
Tempe, AZ job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
On the Transformation team in the Operations Division at Edward Jones, you'll focus on creating the ideal client and branch experience. From account opening, trade settlement, movement of client cash and securities, statement production, and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. The Transformation team collaborates across the division to drive improved experience for clients, branch teams and home office.. Utilizing these insights, both teams strive to enhance the client and branch experience by delivering innovative solutions ranging from smart automation and workflow, to process improvement, to data analysis and reporting.
The OE Project Leader is responsible for enabling the division with simple, standardized and scalable solutions using a process first mentality and risk mindset. You will be responsible for leading business areas though the solving of complex problems while demonstrating the ability to evaluate a range of potential capabilities including process re-engineering, process improvement enabled through technology, data analysis and project management. Your responsibilities will also include working in partnership with various stakeholders across the organization to identify and deliver insights and innovative solutions.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
SIE and Series 99 required within 90 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required. Other certifications may be required.
Proficiency in Microsoft Word, Excel, PowerPoint, Visio, as well as other software programs and databases.
5+ years in a people and/or project leader role with comprehensive knowledge of process improvement and/or operational excellence required
Ability to create strategy and approach based on changing business priorities.
Ability to collaborate and partner with various associates and leaders across the organization.
Excellent communication, written and documentation skills; Ability to communicate at all levels of the organization including executive presentations
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Team Leader- Generations Tax Strategy
Tempe, AZ job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 06-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
The Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
Lead a team of tax subject matter experts holding advanced designations who are responsible for supporting branch teams and complex client engagements in order to better meet client needs and deepen client relationships through the delivery of the Edward Jones Generations Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax planning needs. They also leverage relationships with, and provide oversight to, external 3rd party service providers, such as tax planning and advice firms, to bring forward tax planning strategies, recommendations, and implementation support. We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. The team leader is expected to run the day-to-day business, including updating and ensuring alignment to all written supervisory (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients. The team leader is also expected to hold the team accountable for exceeding business results and will be required to ensure all tax planning recommendations are suitable and align to client goals.
Responsibilities include:
Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.
Lead the strategy to evolve and set team guidance on presenting complex concepts in an understandable and actionable manner to home-office associates, branch teams and clients to provide customized solutions.
Coach team members on their tax planning delivery including but not limited to their collaboration with Generations colleagues, written tax planning summaries, and client interactions.
Act as an advanced subject matter expert in their area of tax planning and translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas.
Act as a resource for firm strategy, knowledge and interpretation of industry rules and regulations, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
As a tax subject matter expert, present to branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs led by Enterprise Learning, WMAS Content Creation or other areas.
Lead department, division, and/or firm-wide committees and projects; demonstrating the ability to influence without authority with peers and senior leaders.
Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.
As a series 24 principle - review and approval client facing materials to ensure it's fair and balanced, accurate, and evaluate financial planning recommendations to ensure alignment to client goals and suitability given client's full financial picture.
Support the development, maintenance and modification of vision, mission, and long-term strategic plan with the HNW Business Segment team through the management of a strategic planning process, including driving measurement of progress against stated short, medium, and long-term strategies
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $140400
Hiring Maximum: $239100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Experience You Need:
Bachelor's degree in Business, Finance, Accounting or Law required
CPA required
CFP preferred or obtained in accordance with firm policy
Series 7, 66, and 24 required or must be obtained within 6 months of hire
Direct client service experience as a member of a HNW client-facing professional team required
Deep Subject Matter expertise in complex tax planning for HNW clients
Previous formal leadership experience required
Strong presentation and communication skills
Personal initiative and ability to collaborate and build relationships
Ability to lead small groups and present findings in a clear and concise manner
Ability to lead a client meeting with multiple professionals
Ability to understand and interpret how changes in tax laws, legislation, and regulatory changes impact HNW tax planning and client facing strategies and recommendations
What Could Set You Apart:
Advanced degree preferred
Active FINRA licenses
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Senior Compliance Officer
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants.
The Compliance Division of Edward Jones seeks a qualified individual to serve as a Senior Compliance Officer within the firm's Trading and Market Surveillance area in Financial Crimes.
Key Responsibilities:
Monitor information barriers, associate personal account dealing, and potential conflicts associated with the firm's investment advisory programs, trading operations and other sensitive areas
Develop and maintain a high level of expertise in current regulatory trends, enforcement actions and topics that may identify potential gaps and/or enhance our surveillance efforts
Manage risk by detecting and investigating red flags through the use of trade surveillance tools
Support the resolution of identified risks
Identify, design and implement process efficiencies to our surveillance system and our surveillance program; adjusting to the addition of new products and surveillance needs
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $72700
Hiring Maximum: $119800
Read More About Job Overview
Skills/Requirements
Bachelor's degree preferred.
5+ years securities industry experience with minimum 3+ years in a compliance capacity or surveillance, trading or capital markets experience.
Series 7, 9, 10. 24 and 66 licenses are required for the position.
Must be detailed oriented, able to make sound decisions, and able to communicate the practical application of rules and surveillance findings to leaders across the division and firm.
Resolve complex issues through interpretation and application of industry regulations and firm business practices with limited guidance using seasoned judgment.
Often leads or carries significant responsibility on projects involving process improvement or analysis of business/regulatory changes.
Autonomy to apply policy interpretation to individual cases and situations when no established business practice exists. Ability to understand when an issue needs to be escalated for further review or action.
Collects, analyzes and acts on relevant information to make decisions, considering impact to the firm and/or clients.
Strong writing, verbal communication and problem-solving skills.
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Private Banking Strategist- High Net Worth
Tempe, AZ job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If so, this could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations™. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here.
The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
The Private Banking Strategist role offers a unique opportunity to shape and launch a new offering within a dynamic, startup-like environment. This individual will work strategically and creatively to evolve the vision for the private banking strategist role, design the framework, and bring it to life in support of Generations associates, advisors, and clients. This is a chance to make a meaningful impact and help define what banking, lending, and cash management support looks like for high-net-worth (HNW) clients at Edward Jones.
This individual must have extensive experience and deep technical knowledge of banking, lending, and cash management services to deliver guidance, influence strategic development, and ensure alignment with the firm's holistic wealth management approach
Responsibilities include:
Design and launch the private banking offering, including frameworks, processes, and best practices aligned with Generations' goals and HNW client needs.
Serve as a subject matter expert for complex banking, lending, and cash management situations requiring deep technical knowledge.
Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients.
Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations.
Act as a conduit between Edward Jones, the Banking Business Unit, and third-party providers (e.g., U.S. Bank, HNW Referral Network) to ensure timely, customized solutions aligned with firm guidance.
Facilitate execution of banking, lending, and cash management strategies between third-party providers and HNW teams.
Leverage financial planning tools to identify opportunities, integrate banking solutions into holistic plans, and monitor progress toward client objectives.
Collaborate with internal stakeholders (Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
Contribute to strategic initiatives within Wealth Management Advice & Solutions (WMAS) to advance the firm's HNW capabilities and future product development.
Shape client-facing guidance on complex banking strategies and provide input on new products and services to meet evolving client needs.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $140400
Hiring Maximum: $239100
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Skills/Requirements
What Experience You Need:
Bachelor's degree in Business, Finance, Accounting or other related degree required
Series 7 and 66 required within 6 months of hire
Insurance license required 6 months of hire
CFP preferred or obtained in accordance with firm policy
8+ years Private Banking experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing, business banking.
11+ years of experience in the financial services industry preferred
Direct client service experience as a member of a HNW client-facing professional team required
Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking, and Financial Planning offerings for HNW clients.
Ability to interpret and apply firm advice and guidance to create tailored banking and lending solutions that integrate seamlessly into holistic financial plans.
Deep expertise in the banking industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation.
Ability to analyze complex client documents-such as banking and investment statements, personal financial statements, shareholder agreements, business agreements, executive compensation plans, and partnership agreements-to identify planning opportunities and recommend strategies
What Could Set You Apart:
Advanced degree preferred
Prior commercial lending experience preferred
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
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Sr. Security Analyst - Perimeter Security Team
Tempe, AZ job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Team Overview:
As a Security Analyst you will work independently to manage 1 - 2 platforms within a product team and collaborate with colleagues to solve routine to difficult engineering challenges. You will ensure that all platforms within your span of responsibility meet your customer's requirements; are designed, built, documented, and maintained in adherence with the Firm's standards and architectural patterns; and are managed to the highest level for performance, stability, and security. As a Security Engineer you deeply understand network architecture and data flows, proxy solutions, remote access platforms and have the ability and drive to solve complex issues and manage competing priorities.
What You'll Do:
Identify and implement opportunities to improve solutions and ensure system availability while maintaining acceptable risk levels for the firm to remain in compliance with industry regulations and security framework.
Serve as a subject matter expert for proxy and intrusion prevention platforms, remote access connectivity, zero-trust, and network security monitoring.
Lead and oversee the solution design lifecycle for Zscaler and IPS, including stakeholder requirement gathering and prioritization, alignment with architectural standards and best practices, implementation planning, implementation execution, documentation completeness, and ongoing health monitoring and maintenance.
Provide design thinking and oversight for Zscaler and IPS to ensure cohesiveness, completeness, and effectiveness of the platform; and provide feedback to the Team Lead on the overall direction of the technology stack.
Continue to implement new features and performance improvements for Zscaler and IPS in partnership with key stakeholders.
Adhere to frameworks and processes for cohesive change management, health monitoring, performance monitoring, stability, and backups across the product space.
Support technology incidents including: triaging technology services performance segregation or outages, performing root cause analysis across a complex environment, and identifying short and long-term solutions while operating in stressful and time sensitive situations.
Effectively communicate with peers and leaders to ensure the awareness of progress, the awareness of challenges, the identification and escalation of risks, and the impact of ongoing security work. Including the ability to clearly discuss complex technical or security topics with a non-technical audience.
Establish and maintain effective communications and relationships across key departments, business areas, and vendors. Including supporting engagements with key vendors to ensure the correct level of support to the Firm and drive solution roadmaps to meet Firm needs.
Mentor and coach less senior team members and represent the Firm across the financial service's information security community through industry forums, working groups, and conference presentations.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $84100
Hiring Maximum: $143100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
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Skills/Requirements
What Experience You'll Need:
Degree in Cyber Security, Computer Science, Computer Engineering, or Information Systems or related field preferred; or equivalent training and certifications (A+, Net+, Sec+, SANS, Cloud, etc), or related work experience
3-5 years of managing enterprise class proxy solutions, remote access solutions, network security platforms, on-prem and cloud data centers.
Experience in a variety of technical fields including software, infrastructure, and security engineering at an enterprise level. This experience gives you deep understanding of the full stack required to deliver and operate software and platforms at an enterprise level.
Understanding of core enterprise technology platforms including: infrastructure, software, data, cloud and cloud native platforms, microservices, API management, event streaming, CI/CD pipelines.
Experience with core enterprise level information security components, principles, practices, and procedures. Including common technology stack components, deep knowledge of threats and adversary tactics, and experience managing regulatory requirements and common frameworks used by security teams within the Financial Industry.
Understanding of core enterprise best practices, including: security risk management, architecture diagrams and documentation, digital transformation, change management, crisis management, business continuity, disaster recovery, and observability.
Experienced in designing and building highly scalable, distributed & secure solutions that run in a cloud environment such as Azure, AWS, or GCP. Including demonstrated proficiency in deploying infrastructure as code through Terraform, Ansible, or similar technologies.
Experience with managing and delivering on stakeholder requirements in a way that balances design functionality, cost optimization, and production support considerations.
Advanced experience with writing code/scripts in at least one language (Python, PowerShell, Bash, Go, etc)
Demonstrated competency with reading and generating architectural diagrams and maintaining full and accurate documentation of software, systems, and platforms.
Strong understanding of observability, performance monitoring, and root cause analysis principles to perform continuous platform improvements or quickly troubleshoot and restore services in a case of disruption.
Experience working with Product Teams and Agile methodology and practices
Demonstrated proficiency with proxy solutions and zero trust methodologies
Demonstrated proficiency with network security best practices
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
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Senior Campaign Manager
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Are you a strategic thinker with a passion for driving impactful initiatives that support the firm's 2030 goals? We're looking for a Senior Campaign Manager to join our team and lead high-visibility campaigns that support financial advisors in growing their businesses. In this role, you'll serve as a trusted partner to advisors and key leaders, using your deep market knowledge and campaign expertise to deliver tailored solutions that drive results. You'll also mentor other campaign managers and help shape the future of our campaign strategy.
This is a high-impact role ideal for someone who thrives in a fast-paced, matrixed environment and enjoys leading cross-functional teams to deliver innovative, data-driven campaigns aligned with business priorities.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
Minimum Experience:
Understanding of campaign management strategies to drive successful growth & utilization of services through financial advisors in the wealth management industry.
Highly effective at stakeholder management.
Advanced proficiency in campaign management tools and analytics platforms.
Knowledge of B2B2C & B2C campaigns, sales enablement & change management best practices.
Comfortable with data-driven decision-making. Familiar utilizing campaign & sales enablement platforms such as SalesForce or Seismic to personalize content based on FA stage of practice, geography & client opportunity.
Experience packaging sales collateral and client go-to market materials to enable branch teams to indentify and select opportunities to grow their practice.
Understanding of wealth management products and/or client segmentation strategies.
Understanding of regulatory requirements in financial services.
Preferred Skills:
Expertise in market research and data-driven decision-making.
Experience with marketing automation leveraging SalesForce & Seismic platforms.
Familiarity with regulatory requirements in financial services.
Expertise in consulting and advisory services.
High adaptability to evolving market conditions and organizational priorities.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO