Edward Jones jobs in Phoenix, AZ - 135 jobs

This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. 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. In this role, you will consult and guide business leaders to enhance their business effectiveness and efficiency through creation and adoption of AI powered automation solutions. You will work closely with business leaders across the enterprise to envision how AI can transform their functions, products and capabilities, and workforce - especially focused on automation. This position offers the opportunity to engage with business and technology leaders, driving strategic programs that significantly impact their operations and maximize ROI for the Enterprise. Key responsibilities: * Lead engagement delivery, ensuring quality and risk management throughout the project lifecycle. * Manage internal customer relationships, focusing on business outcomes and the identification of new opportunities. * Develop and manage performance metrics and OKRs for goal setting, tracking and ensuring alignment with performance objectives. * Implement AI strategy for application in automation across the firm * Lead the formulation of enterprise, business, and functional requirements across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities. * Drive multiple projects simultaneously, ensuring timely completion of deliverables * Operate autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress * Develop a deep understanding of the internal client's business objectives across corporate services. * Facilitate alignment sessions, working sessions, vendor demos and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement * Work effectively in a matrixed organization and often lead the matrix team toward the agreed upon milestones. Identify, direct and coordinate resources (people, systems, tools) without direct authority. Independently manage prioritization of work execution of the group. * Independently lead multi-disciplinary teams (comprised of 5+ people and disciplines, including analytics, data science, tech, AI, qualitative research, and social science) to address complex enterprise level business questions, maintain work progress, track progress and accountability to requirements;. * Independently identify patterns across initiatives within and across divisions; make recommendations related to consolidation or alignment. * Facilitate alignment sessions, working sessions, and workshops with key stakeholders, external vendors and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement. Minimum Requirements * Bachelor's degree * 6+ years of experience in technology consulting, digital transformation, emerging technologies or AI-driven business solutions. * Ability to build and manage relationships effectively * Hands-on experience with Generative AI Tools (e.g., OpenAi, CoPilot, Salesforce) What could set you apart: * Master's degree * Degree focus in computer science, applied math, or applied social sciences * Prior experience leading AI initiatives in Financial services industry * Prior experience leading AI automation efforts * 6+ years of experience in AI/ML projects, including stakeholder engagement, delivery of business solutions * Strong expertise in Enterprise AI Platforms and Tools * Strong exposure to financial services industry operations, value levers, and use case landscape * Proven success in developing AI strategy, AI governance models, frameworks. * Strong client-facing skills with ability to articulate technical topics to business executives * Exposure to product management methodologies * Knowledge of emerging technologies and technology strategy, vision and roadmap * Familiarity with agentic AI concepts, cognitive architectures, and autonomous agents * AI certifications (Microsoft) 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. 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. 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 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. 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.

Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Are you an experienced professional with a sharp eye for detail and a strong background in litigation? Join our team as a Complex Liability Adjuster, where you'll play a crucial role in managing Commercial General Liability (CGL) and Business Owners Policy (BOP) claims with precision and expertise. We're looking for someone who thrives in high-stakes environments, communicates with confidence, and knows how to navigate the legal landscape with precision. Key Responsibilities: Conduct thorough investigations of losses, identifying coverage issues and ensuring accurate assessments. Review and analyze evidence, reports, and medical records to establish damages and reserves. Interview insureds, claimants, and witnesses to gather essential information and build strong cases. Collaborate with legal teams to navigate complex litigation processes and defend our insureds effectively. Manage litigated claims involving CGL and BOP policies, including coordination with defense counsel, litigation strategy development, and resolution planning. Process payments efficiently, ensuring timely resolution of claims. Qualifications Prior experience adjusting Commercial General Liability claims with a proven track record in litigation is required. Juris Doctorate (JD) preferred, reflecting the value we place on strong legal acumen in managing complex liability claims. Licensing: Active TX All Lines License, or willingness to obtain one at company's expense. Exceptional written and verbal communication skills. Strong organizational and computer skills. Excellent time management skills with the ability to prioritize tasks effectively.

Controller opportunities are in a variety of dynamic and profitable dealerships including import, luxury and domestic brands in the Greater Phoenix, AZ area. These stores offer aggressive compensation packages based on experience. Also, there are highly competitive benefits with an outstanding 401(k) that includes an employer match. Ideal candidates will have successful automotive controller experience with references available. The position requires leadership qualities with strength in controlling expenses and quality balance sheet skills. Benefits: Paid training and development Company-wide Controller Meetings and Training opportunities Employee discounts Career growth opportunities Medical, dental, and vision coverage Paid vacation 401(k) with employer match Responsibilities: This position is accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles and standards. Maintain a documented system of accounting policies and procedures Oversight of the accounting office personnel along with all aspects of the general ledger and financial statements Partner with the General Manager to manage the financial results of the dealership Recommend benchmarks against which to measure the performance of company operations Responsible for adherence to dealership policies and internal control structure Proactively manage and safeguard company assets Actively manage expense structure and vendors Prepare the daily, weekly, and monthly reports required by the management team Work with the management staff of the dealership to review the data and prepare reports/analysis as necessary Qualifications: The controller candidate should have a Bachelor's degree in accounting or business administration, or equivalent Dealership Controller experience (3+ years preferred). Must have strong CDK DMS experience Self-motivated, goal-oriented and enthusiastic presence in a team environment with the ability to lead and influence others Ability to be analytical, problem solve and multi-task Experience building strong teams Consistent and stable work history Valid driver's license and clean driving record Professional appearance and work ethic *All potential employees must pass pre-employment testing including a background check and drug screen Company Overview: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states. The company sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised auto dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure their dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

**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 09-Jan-2026. 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:** $101700 **Hiring Maximum:** $173200 Read More About Job Overview **Skills/Requirements** **What You'll Need:** + **Education:** Bachelor's degree in Marketing, Communications, or related field + **Experience:** 10+ years in brand content strategy or marketing communications, ideally within financial services and wealth management + **Expertise in:** + Omnichannel content development + Integrated marketing strategy + Messaging aligned to brand standards + Content analytics and performance measurement + **Skills:** Strategic thinking, creative problem-solving, ability to influence in complex environments + **Track Record:** Proven success in crafting content strategies that drive engagement and deliver commercial value ****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

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement. Role Responsibilities: * Actively develop the team to deliver a high-quality client experience * Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals * Educate the team on changes in policies and procedures * Stay current with new products and services * Handle and resolve client escalations independently * Assist Priority RMs with daily tasks and pipeline management Minimum Qualifications: * Required Education: Bachelor's Degree preferred * Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration * Minimum Years of Experience: 1+ years Preferred Skills: * Series 9/10 licenses & Trader Certification preferred * Possesses strong business development and marketing skills, with a drive to consistently achieve top results * Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools * Highly collaborative in a team-oriented environment * Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment * Proven track record in handling and resolving complex client issues * Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters * Demonstrates self-confidence and the ability to maintain composure in difficult situations * Ability to work independently * Proficient in MS Word, Excel, PowerPoint, and Salesforce WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level. About our Public Finance Group We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here. We are seeking a Public Finance Investment Banking Intern to join the Hospitality team in Phoenix, AZ. About the Sector The Hospitality Finance Group is a team of bankers and analysts dedicated to providing uniquely tailored strategies to assist clients in raising capital for their hospitality-related needs, including new development, redevelopment, refi, recap, acquisition, economic development support and enterprise level projects. Piper Sandler is the only investment banking firm with a group dedicated to this sector that serves our clients' needs in both the conventional debt and equity and the taxable/tax-exempt bond capital markets. The Hospitality Finance Group at Piper has been the leader in this market over the last twenty-eight years, having successfully completed over $20-billion and 60,000-rooms for our hospitality clients nationwide. About the Role Our Public Finance Investment Banking Intern-Analyst offers an opportunity to provide extensive analytical and quantitative support as well as other transaction support to assist senior bankers in providing investment banking services to our clients. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of financial aptitude and will thrive in a fast-paced, highly collaborative team. Please note that this is a full-time (40 hours/week) internship. It is intended to become a full-time Analyst role soon after completion of the internship period. Consideration for a full-time position is dependent upon performance. Responsibilities * Developing comprehensive and dynamic quantitative financial models to structure and optimize public, public-private and private transactions * Preparing presentations and RFP/RFQ responses for proposals and new business development * Prepare marketing materials for conventional debt and equity capital raising processes * Preparing analyses on client capital structure, debt capacity and credit profile and researching issuer financial information using public and internal resources * Monitoring and tracking of activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends * Gathering and maintaining data and research on hospitality industry trends, supply and demand predictions and capital markets * Interacting with internal and external financing team members in developing, executing and closing of transactions * Assisting in the preparation of bond documents to include credit presentations and summaries, offering and placement memorandums, pricing materials, financing and legal documents, and closing instructions Qualifications Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. Piper Sandler seeks dedicated and motivated individuals possessing demonstrated academic achievement as well as leadership, organizational and teamwork skills. The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential. A successful candidate will possess the following characteristics: * Minimum B.S. or B.A. with major(s) in finance, real estate, hospitality, business, or related fields is preferred * 0-2 years of experience preferred. Experience in one or more of the following areas a plus: hospitality, real estate investment and underwriting; hospitality finance and underwriting; investment banking * Proactive and analytical approach, ability to process information quickly and make sound decisions within firm time constraints * Highly motivated, entrepreneurial mind-set with a high level of intellectual capacity, curiosity, integrity and eagerness to learn * Ability to multi-task in a deadline-sensitive environment with strong attention to detail * Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively and present ideas or positions in a clear and concise manner * Advanced proficiency in Excel and other computer skills, able to utilize new systems or programs as necessary. Working knowledge of DBC Finance is not necessary but preferred * Team-oriented, yet able to work independently to contribute towards the development and implementation of strategic initiatives As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting hourly range is $25-30 hourly for individuals expressing interest in this internship. Placement within this range is dependent upon level of experience, location and other factors. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-AH1

This job posting is anticipated to remain open for 30 days, from 05-Jan-2026. The posting may close early due to the volume of applicants. 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. Team Overview: As a Software Engineer on the Proposal Activations and Documents team, you'll play a pivotal role in building and evolving a high-impact platform that empowers financial advisors to deliver personalized, investment strategies with speed, clarity, and confidence. What You'll Do: * Design, develop, and maintain scalable, secure, and intuitive digital tools that streamline proposals and onboarding workflows. * Collaborate with product managers, UX designers, and fellow engineers to deliver seamless advisor experiences that integrate retirement, brokerage, education, and other account types into a unified proposal. * Leverage modern technologies and cloud-native architectures to build resilient, high-performance services that support Edward Jones' growing SMA/UMA and fee-based planning initiatives. * Contribute to the continuous improvement of engineering practices, CI/CD pipelines, and DevOps automation. What Experience You'll Need: * Bachelor's degree (preferred) in Computer Science, Management Information Systems, related field or related work experience * Minimum of 5 years of experience in software development. Understands infrastructure architecture - networks, productivity tools, operating systems - and provides input to leaders about the impact of these components * Strong written and verbal communication skills, including the ability to explain technical issues and their implications for projects and business decisions, facilitate discussion and resolution of problems, and mentor other Information Systems (IS) associates * Expert level in at least one of the following: * Web Application Development * Client Application Development * Mainframe Online and/or Batch Development * Enterprise or solution specific purchased software 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. 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 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. 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.

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants. 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. Team Overview This opening is to support two ARTs made up of several teams supporting various technology platforms within the Investment Management portfolio. The products and teams are in various stages of their Agile transformation journey. The Release Train Engineer is viewed as a chief Scrum Master and partners with portfolio product and technical leadership to ensure alignment with their strategies to provide guidance, facilitation and coaching to the Agile Release Trains using a Lean-Agile mindset. The Release Train Engineer is a master of facilitation for all program level events including Program Increment Planning, Inspect & Adapt Workshops and Scrum of Scrums. They are a servant leader and coach for the Agile Release Train. We're seeking an exceptionally talented Release Train Engineer with a specific focus on the following: What you'll do… * Manage and optimize the flow of value through the Agile Release Train using various tools, such as the Program and Solution Kanban's and other information radiators such as dashboards and templates. * Plan, facilitate and organize SAFe Program Increment planning and its communication. * Facilitate PI Planning readiness by fostering a Continuous Exploration process which drives the synthesis of a Vision, a Roadmap, and Backlogs, and through Pre- and Post-PI Planning meetings Facilitate the PI planning event Summarize Team PI Objectives into Program PI Objectives * Share an agile mindset with a focus on Lean Agile principles and concentration on Systems thinking. * Assists with managing risks and dependencies and addressing critical bottlenecks Servant leader - serve the Scrum Master community as a primary escalation contact. * Elevate Scrum Masters performance and mentor them to increase their teams' understanding of Agile principles and practices * Provide a safe space which promotes relentless improvement and continuous learning. * Guide and coach the scrum team on how to use agile practices and principles to deliver quality products and business value. * Coach leaders, teams, and Scrum Masters in Lean-Agile practices and mindsets * Builds and supports high-performing Agile teams and Agile Release Trains. * Assist tracking the execution of features and capabilities. * Facilitate periodic synchronization meetings, including the Scrum of Scrums. What you'll need… * Bachelor's degree required * Agile or SAFe certifications preferred. * 2+ years of experience as a Release Train Engineer. * Advanced knowledge of the Lean-Agile mindset, using various methodologies, techniques, and frameworks, such as Scrum, Kanban and XP, to deliver solutions. · Experience using Jira, Clarity, or similar tools. * Outstanding communication, facilitation, negotiation, and coaching skills. * A bias towards action and driving for results * Ability to identify problems and guide the teams to a resolution 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. External 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. 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 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. 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.

Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global-and a market leader in the U.S., Europe and Asia as well as in emerging markets. Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do. Morgan Stanley Private Bank, National Association ("MSPBNA") a division within Morgan Stanley Wealth Management (MSWM). Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. MSPBNA is seeking to hire candidates for the position of Mortgage Specialist for the Morgan Stanley Home Loans team. As a Mortgage Specialist (MS), you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle. The ideal candidate will be a subject matter expert in jumbo mortgages, complex income and assets and have a high degree of comfort engaging with affluent clients and their advisors. An individual that exhibits high energy, takes ownership and demonstrates a collaborative pro-active approach is critical for this role. Position can be based: (a) in our Dallas, TX office or (b) Tempe, AZ office Job Description/Position Responsibilities: * Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers * Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process * Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate * Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations * Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title * Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings * Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios) * Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary * Provide perspective and feedback relative to client experience enhancements and process efficiencies Qualifications * Requires 2 years in Morgan Stanley Associate Mortgage Specialist role. * Established track record of developing and maintaining Client relationships * Proven track record of meeting individual and organizational loan production goals while maintaining a large client base * High school diploma or equivalent required * Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry ("NMLS") as a mortgage loan originator Skills/Abilities: * Extensive knowledge of mortgage products and client service experience * In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID * Strong communication skills, both written and verbal, and interpersonal skills required * Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly * Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint) * Achieve high levels of Client and Financial Advisor satisfaction * Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience * Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants. 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. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! 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. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs. What You Will Do: * Associate Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways: * Serve as an estate planning expert in partnership with the Senior Estate Strategists to uncover, understand, and articulate client estate and legacy goals * Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals * Leverage the firm's full suite of financial planning tools to help clients define their financial goals and identify estate planning opportunities * Ability to review HNW client estate planning documents and identify opportunities to implement strategies that better align to client goals related to estate planning. * Expected to translate complex planning strategies in a way that clients can understand (both verbal and written) including education and trade-offs for each proposed strategy. Additional Responsibilities include: * Support Senior Estate Strategists and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client's wealth management and estate planning needs. * Serve as an estate planning subject matter expert. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies. * Communicate at an appropriate technical level with financial advisors, Generations team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors. * Facilitate the timely creation of estate planning deliverables including the summarization of current estate planning documents in tables and flow charts, identification of goal misalignments, and education on new strategies for consideration. * Actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services. What Experience You Need: * Bachelor's degree in Business, Finance, Accounting or Law required * Advanced degree (such as JD) 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 * 5+ years of experience in the financial services industry preferred * Direct client service experience as a member of a HNW client-facing professional team required * Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings * Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client * Proficiency using financial planning software or tools and interpreting results * Deep understanding of financial planning concepts and application * Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients * Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning * Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations What Could Set You Apart: * Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients * 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 how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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. 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 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. 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.

This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants. 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. Join the Firm Analytics team and help us unlock the power of data science to solve a wide range of business challenges and improve the people-experience through data-driven capabilities and insights. As a Senior Data Scientist on our team, you will design, develop and deliver data science solutions requiring advanced mathematical methods, statistical and machine learning models in support of data-driven strategies. You will combine data from multiple sources to develop innovative solutions to business problems and collaborate with business partners and other data scientists to develop tailored analytic solutions that inform and influence business decisions across the firm. If you thrive in a collaborative environment, have a learning mindset, and can communicate complex ideas in a straightforward way, this could be the role for you to make a real impact. Key Responsibilities: * Work closely with business partners and other data scientists to translate their ideas and requirements into well-formed machine learning problems that enable hyper-personalized experiences for our financial advisors and clients. * Interpret and communicate findings and recommendations to stakeholders, translating solutions into meaningful value propositions. Clear communication without technical jargon is important to success. * Partner with data engineers and digital product owners to scale and deploy your models into systems. * Act as a mentor and help your teammates learn and grow. * Stay up to date with industry trends and best practices in optimization techniques and tools. * Collaborate on and advocate for adoption of best practices and cutting-edge methods within the team. * Master of Science Degree in Statistics, Applied Mathematics, Industrial Engineering, Computer Science or related field required. PhD degree desired. * 9+ years professional experience with predictive statistical models or numerical optimization, and working with typical data used in such analyses * Strong programming skills in one or more programming languages (Python, R, Scala) with demonstrated ability to mentor others at lower skill levels * Familiarity with cloud computing platforms and distributed systems for large-scale data processing. * Skilled in manipulating data in one or more of (SQL, Snowflake, Databricks) * Demonstrated ability to translate data into meaningful value propositions for business partners to facilitate understanding and generate solutions that are in the best interest of the client and firm 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. * 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* 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 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. 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.

Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley's institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client's MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting. The Client Relationship Specialist will provide world-class customer service to our institutional client base. The Client Relationship Specialist enhances the client experience by providing exceptional, bespoke client service to each client, supporting Branch functions as needed, and assisting in safeguarding client assets. The Client Relationship Specialist is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Investment Officers, Morgan Stanley Fund Services, outside Custodians, Funds, and clients. In order to perform daily business activities, the Client Relationship Specialist is required to have active Series 7 and 66 (or 63 and 65) Licenses. Role Responsibilities Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests Ability to provide a flexible delivery of client procedures for bespoke MFO client needs Onboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs Support non-investment related services including expense management and reporting as well as proper handling of client referral situations to other areas of the Firm (ex: wealth education, philanthropic and estate planning strategies, and executive administrative services) Project manage activities with Fund Services partner Engages in strategic planning with other team members on client matters Focuses strategically on client facing procedures Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians Regularly seek opportunities to use firm resources for peer sharing and collaborating with Investment Officers and Financial Advisors Work across multiple lines of business and operation departments to resolve client issues Qualifications Education and/or Experience College degree preferred 3+ or more years of industry experience preferred Active Series 7, 63 and 65 (or Series 7 and 66) Additional product licenses may be required Experience with multi-family offices and institutions required Experience supporting clients with multiple custodians required Experience with clients with meaningful allocation to alternative investments a plus Knowledge/Skills Detail oriented with superior organizational skills and ability to prioritize tasks Exceptional writing, interpersonal and client service skills Team player with the ability to collaborate with others Strong industry, product and branch procedures knowledge Experience working with multiple third party custodians for one client Experience with portfolio accounting processes Knowledge of applicable compliance rules and regulations and firm policies Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Strong analytical skills and the ability to interpret complex data Self-motivated / self-starter with excellent work ethic Ability to work in a fast-paced, evolving environment Demonstrate leadership skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This job posting is anticipated to remain open for 30 days, from 05-Jan-2026. The posting may close early due to the volume of applicants. 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. Team Overview: The Regulatory & Operational Reporting department strives to be trusted experts that protect the firm and ensure value through leading the firm's regulatory reporting and compliance, including management of regulator relationships. The team is also responsible for partnering with key stakeholders across the firm to assess, design, implement, and improve controls critical to operational, financial and regulatory performance. What You'll Do: * Support and influence decision making by proactively analyzing and interpreting regulatory and operational data * Continuous evaluation of processes for improvement * Record and review monthly regulatory and operational results * Perform the customer reserve calculation and prepare regulatory filings, ensuring accuracy and completeness that is critical to firm operations and compliance with regulations * Support external and internal audits and regulatory exams * Oversee 17a-5 control framework * Collaborate with the team regarding key regulatory project initiatives * Develop relationships with key stakeholders across the Finance and Operations divisions What Experience You'll Need: * 4+ years of relevant experience in accounting or finance * Bachelor's degree with emphasis in accounting or finance * Proficiency with Microsoft Office * Series 27 license required within 1 year of hire * Highly qualified candidates will have demonstrated experience in the following: * Critical thinking and problem resolution * Drive to understand the how and why of end-to-end processes * Continuous learning mindset, independently challenging status quo What Could Set You Apart: * Financial services or brokerage industry experience * Professional license, or working towards designation * Working knowledge of PeopleSoft Financials and/or Broadridge * Working knowledge of Microsoft PowerBI or similar platform 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 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 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. 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.

This job posting is anticipated to remain open for 30 days, from 26-Dec-2025. The posting may close early due to the volume of applicants. 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. The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives, increasing overall branch capacity. * Consistently executing the appointment process * Deepen and broaden client relationships * Make it easy to do business through digital client experience * Continuously improve and execute client and branch processes * Facilitate branch business planning process TBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual branch needs. * Partner with multiple FAs and Client Support Teams virtually to plan and execute daily branch functions and add value through project work, client outreach, account maintenance, research, financial planning assistance, etc. * Deliver excellent remote client service by anticipating branch and client needs and delivering the right outcome, improving the client experience through branch partnerships, and effectively communicating in a timely manner * Provide a high level of support to multiple FAs and Client Support Teams and serve as a resource to idea share, problem solve, and take action * Create and update standard operating procedures for the branch, and contribute business plan objectives and results * Provide advanced administrative support, i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up appointments, document management and scanning, asset movement, balance priorities and time management across multiple branch partnerships simultaneously, etc. * Assist multiple FAs and Client Support Teams with event planning and seminars * Leverage high level of administrative experience as branch partner * Minimum of 3 years of administrative support or customer service experience * Bachelor's degree preferred or equivalent experience * Superior client service skills, working independently and in a team environment * Strong problem solving and analytical skills * Ability to navigate conflict resolution and change management * Excellent verbal and written communication skills * Organizational and time management skills with ability to multi-task * Strong computer and technical skills including effective use of Microsoft Office applications, and familiarity with Salesforce Desktop preferred. * Comfortable utilizing multiple systems at the same time, troubleshooting and maintaining stakeholder relationships * Critical thinking along with self-sufficient decision making * Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information. * MUST live in either the MST or PST time zone. Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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. 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 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. 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.

This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. 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. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. 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 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. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: * Medical and prescription drug coverage, * Health Savings Account and Flexible Spending Account, * Voluntary Benefits (such as accident, hospital indemnity, and critical illness), * Well-being programs (such as the Employee Assistance Program), and * Retirement Plan (if compensated for 1,000 hours of service during the plan year). * In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. 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. Designs and leads impactful end-to-end change and communication strategy and plans that deliver business results. Adhere to firm's Change methodology and framework, and systems and tools to ensure efficiency, consistency, and alignment with other capabilities. Must be able to be strategically focused on multiple initiatives concurrently. What You'll Do: * Partners with the business and leads cross-functional teams to identify and assess risks, issues, and opportunities related to change impacts. Develops multi-channel messaging strategy and coordinates timelines with those teams to integrate and align adoption tactics and efforts, through a field-centric lens. Grounds approach in data-based decisions and stakeholder input. * Leverages strategic consultations skills to coach/advise and influence strategic decisions of business leaders on people-related change strategies and change risk mitigation approaches. * Manages alignment across competing efforts, flagging risks and recommending timing adjustments as needed to mitigate oversaturation. Creates communication plans and artifacts that bridge enterprise narratives with stakeholder-specific action steps. * Partners with other areas of change and communication, and other enabling functions, to plan and deliver a seamless, value-driven experience for our practice teams (Financial Advisors and CSTs). * 5+ years of change management, communications or related experience on complex projects * Strong project and content ownership * Experience with large change initiatives or transformation work * Comfort leading through both planning and execution * Excellent written and verbal communication skills * Experience creating, monitoring, and interpreting stakeholder change readiness and adoption metrics through the entire development lifecycle 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 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 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. 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.

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants. 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. Team Overview: As a part of the Digital Risk Management team, you'll assist management by working with the various domains within the Digital, Data, and Information Security organizations to help perform various activities related to the governance, risk, and compliance efforts of the enterprise. You will be looked at as a relationship leader with these domains, helping them manage the risks and controls associated with their functions. You will consult, analyze, work on remediation, and help ensure that the groups have the technology-related risks and controls properly managed to meet the firm's risk appetite. What You'll Do * Conduct detailed risk analysis efforts to measure and report on the residual risk of the various Digital functions. * Act as a consultant to the Digital functions during any audits of their environments, helping them manage any findings and remediation efforts. * Act as a subject matter expert on cross-divisional risk assessments, helping properly represent the risks identified and being mitigated within the Digital organization. * Perform other activities in the effort to help identify, measure, report on, and mitigate technology-related risks. What Experience You Need * Bachelor's degree or equivalent related work experience. * 7+years Information Security, Internal Audit, or Financial Industry experience; or 7 years of Information Technology experience with a focus on security controls and processes. * Working knowledge of industry control frameworks (e.g, COBIT, NIST, other applicable frameworks). * Demonstrated success navigating complex, dynamic environments and ability to manage conflicting priorities. * Ability to work in a team-based or matrix environment, mentoring and cross training other team members. * Develops relationships; seen as trusted and trustworthy. What could set you apart * Experience working in equivalent roles within the financial services industry * Undergraduate or graduate degrees related to technology and/or risk management * CISA, CRISC, or other applicable and equivalent certifications 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 a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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. 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 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. 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.

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants. 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 is seeking a skilled and motivated Network Engineer III to join our Technology Division. This role is focused on the design, deployment, and engineering support of our enterprise branch network infrastructure, which connects over 15,000 branch offices. The successful candidate will ensure secure, scalable, and resilient connectivity using technologies such as SD-WAN, SASE, enterprise routing / switching, and Wi-Fi. This is an excellent opportunity for a network engineering professional who thrives in a dynamic environment and is passionate about delivering high-performance branch connectivity solutions. * Bachelor's degree in Network Engineering, Information Technology, or related field; equivalent experience or certifications (e.g., CCNP, CWNA, etc) will be considered. * Minimum of 5 years of hands-on experience in enterprise network engineering, preferably in a distributed branch environment. * Proven expertise in: * SD-WAN design, deployment, and support * SASE architecture and integration * Routing and switching (Cisco / Meraki, Arista, Juniper, etc.) * Enterprise Wi-Fi (design, deployment, and troubleshooting) * Experience with network monitoring and diagnostic tools (e.g., Wireshark, NetScout, SolarWinds). * Strong analytical and problem-solving skills with the ability to resolve complex network issues. * Excellent communication skills, with the ability to explain technical concepts to non-technical stakeholders. * Ability to work independently and collaboratively in a fast-paced, team-oriented environment. * Willingness to participate in an on-call rotation and perform after-hours work for configuration rollouts and maintenance. Preferred Qualifications / What Could Set You Apart: * Experience with Zero Trust Network Access (ZTNA) and integration with SASE platforms. * Familiarity with cloud networking and hybrid environments (Azure, AWS, GCP). * Knowledge of network automation and scripting (Python, Ansible, etc.). * Exposure to financial services industry networking requirements and compliance standards. * Advanced certifications such as Cisco CCNP, Aruba ACMP, Fortinet NSE, or Palo Alto PCNSA. 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. 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 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. 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.