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  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Seacoast National Bank job in Ohio

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development * Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: * Call Planning and Follow-Up * Client Retention Calls * New Client Prospecting * Outbound Telephone Calling Efforts * Networking Events * Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. * Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. * Source and build new business relationships. Credit Acumen * Complete understanding of all business credit facilities including, but not limited to: * Structuring proper terms and product based on business need, useful life and business growth. * Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. * Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. * Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. * Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. * Able to balance business needs with customer requests while managing potential risk to the bank. * Adheres to Seacoast Bank's Code of Conduct. * Acts as a mentor to junior level SBA Lenders within Seacoast Bank. * Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: * High School Diploma or equivalent required. * College degree in a financial related discipline preferred. * 5+ years of directly related SBA experience preferred. * 10+ years in business development and/or financial services experience required. * Demonstrate excellent communication (written and verbal) and interpersonal skills. * PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1
    $38k-68k yearly est. 16d ago
  • Senior Learning and Development Specialist

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. Team Overview: The Home Office Leadership Development team in Human Capital is responsible for developing, executing, and measuring the impact of the learning and development strategy for approximately 1500 home office leaders, team leader through director. As a member of the team, you'll have the opportunity to shape the strategy, design innovative and impactful learning experiences, tailored to the unique needs of your audience, deliver first-class learning experiences, and measure the impact they have on your learners. The Senior Learning and Development Specialist is responsible for providing strategic consultation to key business partners in service of supporting and enhancing a leadership development ecosystem that demonstrably impacts business results and supports the ongoing development and engagement of home office leaders. This role is further responsible for designing, developing, curating, deploying, managing, and measuring innovative, best-in-class learning experiences and holistic solutions that align to leader "moments that matter," and support division and firm outcomes. What You'll Do: Identify current and emerging learning and performance needs through ongoing consultation with key business partners within Human Capital. Design, develop and implement learning and development solutions through strategic partnerships with key stakeholders across the firm, positively influencing key performance indicators. Continuously develop and utilize expert knowledge to ensure recommended and designed learning solutions align with business needs, learner needs and best in class leadership development principles and theory. Partner with vendors to align solutions to Edward Jones leader needs, colleague experience and business outcomes. Apply broad business perspective and learning expertise to uncover, prioritize and address leader learning needs. Partner with data and analytics team to identify and implement measurement strategy to determine efficacy of learning solutions on performance and business outcomes. Provide regular reports of learning, performance and business impact of learning solutions. Demonstrate expert level facilitation skills in asynchronous, virtual and in-person classroom experiences. Design learner-centric development experiences that align to user/customer experience (UX/CX) best practices. Key business partners include but are not limited to division leaders, HC business partners, and business unit leaders and leaders/associates in the Talent organization, including the Leadership Development leadership team. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $84100 Hiring Maximum: $143100 Read More About Job Overview Skills/Requirements What Experience You'll Need: Minimum of 7+ years of experience in a learning related role (i.e. leadership development, instructional training design, development, learning measurement, consulting, facilitation, vendor management) 5+ years of experience in influencing and consulting with key stakeholders to enable learning initiatives and projects affecting large audiences with positive outcomes. Ability to define strategy, implement action plans, recommend and implement continuous improvement, develop and monitor expense, manage and implement projects, and manage external resources Deep expertise in current leadership development theory, principles, assessments, and frameworks Ability to lead and manage multiple mid/long term projects concurrently Excellent interpersonal, relationship-building and communication skills Ability to adapt to a dynamic and fast paced business environment Ability to work successfully in ambiguous contexts and projects Strong project management, project planning, time management and coaching skills **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $84.1k-143.1k yearly 4d ago
  • Director - Client Experience (CX) Journey Owner

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 28-Oct-2025. The posting may close early due to the volume of applicants. Opportunity Overview Leads and drives strategy, planning, and execution for key, identified experience journeys that are critical to the success of Edward Jones firm ambition. Accountable for performance and success of key firm portfolio of client experiences. Provides strategic direction to full cross functional organization who play a key role in helping to develop the current and future-state client experience and enabling the firm to be Experience First. Directly leads, and/or provide consultation and/or oversight to division and firm projects, exercising strong critical thinking applying experience practices, driving decision making in the name of delivering the best experiences possible. Identifies vision for future state of key EJ experiences that will serve as competitive differentiation. Directly leads leaders and the teams responsible for establishing Experience practices and driving firm adoption of those practices. What You'll Do Develop and implement highly complex strategies and practices to improve client experience strategy, practices, measures and outcomes for critical experience journeys. Provide clarity to the firm on what it means to be Experience First by leading the teams building the Experience First mindsets and toolsets that can be applied to a variety of situations. Collaborate with and influence senior leaders at the highest level of the firm, including Leadership Forums, to achieve experienced based enterprise, functional and business segment objectives, align work and resources. 'Champion responsibility-based management to enable leaders to build high performing, diverse and inclusive teams. Lead leader and associate development and career pathing. 'Champion the voice of the client / branch team and experience measures to senior leaders articulating the outcomes to be achieved by investing in those areas. Thrives in ambiguity, bringing clarity of direction, processes or tools to establish and achieve outcomes. Empower team members to resolve issues through clarity on their accountability. Investigate and resolve escalations with varying and high degrees of complexity and impact Provide thought leadership and strategic direction for divisional and firm level initiatives, to align with firm objectives and strategies, creating business cases to gain buy-in and advocacy for the experience. Assessing the depth and breadth of capabilities available and bringing together the optimal set to achieve the goal. Deep understanding of business strategy, experience strategy and knowledge/ability to deliver programs that support business initiatives and drive desired action. 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: $168500 Hiring Maximum: $286900 Read More About Job Overview Skills/Requirements What You'll Need 15+ years' experience demonstrating increasing levels of responsibility, leadership and strategic marketing or planning Bachelor's degree (Masters preferred) Experience marketing expertise while demonstrating increasing levels of responsibility 7+ years of direct or indirect leadership experience in strategic roles that impact the customer experience. Experience in developing and directing others to deliver strategic experience and business outcomes in large, complex, matrixed organizations. Ability to lead and manage varying levels of cross functional leadership roles with varying level of responsibilities within division and firm. Excellent people management skills with an emphasis on our leader behaviors and mindsets. Ability to drive action and execution through engaging, transparent, cross functional leadership. Understanding of outcome-based accountability and performance standards. Ability to make multiple complex, non-routine decisions independently without benefit of established guidelines, procedures or policies that have far-reaching impact across the organization. Ability to influence senior levels of the firm and be perceived as a thought leader. 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
    $168.5k-286.9k yearly 4d ago
  • Senior Brand Content Strategist- High Net Worth

    Edward Jones 4.5company rating

    Tempe, AZ job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants. We're seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires a deep understanding of brand content, marketing and communications tailored to the financial services industry, particularly for investors who have a high net worth and high total investable assets. The right person should be highly familiar with the products and services that align with this target client's interests. This team player will develop strategies that ensure brand differentiation, relevance, and resonance for our HNW investor audiences. The ideal candidate is a strategic thinker with a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex ideas into impactful brand narratives that contribute to quantifiable commercial value for clients and prospects. What you'll do... ● Lead the creation and execution of clear messages, creative communication plans and campaign ideas for HNW investors, in partnership with agencies and other firm stakeholders. ● Partner with senior firm leaders and matrixed teams to bring our differentiated brand to life through targeted content and client materials. ● Serve as a bridge and translator between product/service/wealth management/business segment teams and content marketing strategy and execution. ● Provide strategic direction for content and campaigns, ensuring alignment with our enterprise-wide content strategy and HNW brand voice. ● Coach and partner with others to develop messaging strategies and ensure consistency across all communications (owned, shared, paid is focus; partner with adjacent team on earned media). ● Utilize data and insights to drive content strategy and inform proactive discussions around audience needs in the high net worth segment Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements What you'll need... Bachelor's Degree in marketing, communications or similar major 10+ years of experience in marketing communications, preferably in the financial services sector Communication/Messaging Strategy aligned to brand standards and guidance Content Development and content marketing Go-to-Market/Integrated Marketing Strategy Content Intelligence/ Analytics/Measuring Effectiveness Omnichannel Management High degree of personal initiative and critical thinking Creative thinking and seasoned judgment Ability to influence and make effective decisions; create consensus among team Deep understanding of financial services, particularly products and services preferred by high net worth and affluent investors Experience in developing content strategies for various communication channels, including social media, websites, email, direct mail, events and digital media Proven track record of navigating complex environments and working effectively in team-based or matrix environments **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $99.2k-168.9k yearly 4d ago
  • Specialist I - Expenditure Management

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 21-Nov-2025. The posting may close early due to the volume of applicants. Overview: The Expenditure Management Specialist I role is an opportunity for a service minded individual to support our branch teams by ensuring timely, accurate and compliant filing and payment of our branch business licenses and personal property tax obligations. The team's goal is to increase the amount of time available for our branch teams to serve clients by eliminating this administrative burden. We have a small, close-knit team that works collaboratively to meet the variable volume and demands of our deadline driven work. We have built and maintain trusted relationships with key stakeholders such as Accounts Payable, Asset Management, Branch Real Estate, Tax, and Legal to deliver superior results. Key Responsibilities: Property tax filing and payments Business license compliance functions and payments Data management including large file manipulation and uploads Credit card and accounts payable payment reconciliations Branch team service escalations and follow up with jurisdictions on licensing and tax matters Work closely with the team, with other departments within Finance, and with various levels of associates in other divisions of the Firm. Coordinate with others to accomplish tasks and meet deadlines efficiently. Identify and proactively escalate complex and broad impact issues to the leadership level unless precedent and/or procedure already exist. Occasional administrative work such as mail review and document scanning 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: $46600 Hiring Maximum: $76800 Read More About Job Overview Skills/Requirements What you will need: A Bachelor's Degree in Accounting, Finance or Business preferred or 3+ years of equivalent experience 1+ years of professional experience is preferred. Proficiency with Office 365 (Excel, Word, Outlook, SharePoint, PowerPoint) General knowledge of accounting practices and principals Ability to identify and research accounting business process and/or control issues that occur Basic financial analysis skills Ability to communicate effectively with internal and external parties in verbal and written communication Excellent organizational skills, strategic thinking, and process improvement Strong initiative and ability to work independently Ability to make routine and low risk decision independently in accordance with precedent and/or workflow procedure Ability to master, influence and teach others on area of responsibility Prior experience with PeopleSoft Financials is a plus. **Candidates that live within in a commutable distance from our St. Louis, MO home office location 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
    $46.6k-76.8k yearly 4d ago
  • Associate General Counsel I- Legal

    Edward Jones 4.5company rating

    Tempe, AZ job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. We are looking for an experienced attorney to provide legal advice to our network of branch teams and support to business leaders across the Firm. The individual selected for this role will enjoy the benefit of working for a well-established 100+ year-old Fortune 500 firm. This person will be responsible for: Providing legal advice and counsel to the firm, branch teams and internal business areas on a wide variety of branch and account-related legal issues, including matters involving powers of attorneys, court orders, trusts, estates, beneficiaries, account authorization, privacy, financial industry regulations, and client-related litigation. Identifying, mitigating, and managing potential risk to the firm, its affiliates, and its associates. Offering solutions-based advice by resolving conflicts before they escalate into complaints or litigation. Working with internal business areas to provide legal advice on processes and procedures to support our financial advisors and clients. Preparing associates to testify in non-party matters. Ensuring branch teams and home office associates adhere to regulatory and legal guidelines and policies and procedures of the firm. Handling matters independently, while exercising good judgment on when to escalate. Communicating effectively with other attorneys, professionals, associates and leaders. Identifying and managing outside counsel as needed. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $117000 Hiring Maximum: $199300 Read More About Job Overview Skills/Requirements Juris Doctorate with exceptional academic credentials License to practice law in Missouri or an ability to obtain within six months of hire Minimum of 8 years of progressive responsibility as an attorney in private practice, in the public sector, or in an in-house counsel capacity Securities industry and/or litigation experience preferred Excellent analytical and problem-solving skills Sound judgment and an ability to appropriately assess risk Exceptional verbal and written communication skills Strong organizational and prioritization skills in a deadline-driven environment Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $117k-199.3k yearly 4d ago
  • Transaction/Leasing Manager

    Edward Jones 4.5company rating

    Saint Louis, MO job

    You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. Overview: The Home Office Real Estate Division is seeking a highly organized and experienced real estate transaction manager to oversee all aspects of real estate transactions from inception to completion within a designated portion of the firm's real estate portfolio. The ideal candidate will have a deep understanding of the real estate market, exceptional time management and interpersonal skills, strong attention to detail, and a demonstrated ability to communicate and coordinate with multiple cross functional stakeholders. This role is critical in ensuring that real estate transactions are completely efficiently, accurately, and in compliance with legal requirements and EDJ company standards. What you will do: Provide comprehensive oversight of real estate lease transaction from inception to completion ensuring timely negotiation of transactions and achievement of desired lease terms. Advise stakeholders on matters requiring in depth knowledge of real estate industry, related cross-functional processes, and display a high capacity for independent decision making. Negotiate a broad range of real estate transactions including new leases, renewals, terminations, etc., including comprehensive lease document preparation and negotiation. Manage all aspects of real estate transaction timeline, ensuring that all necessary steps are completed in accordance with set deadlines Oversee accurate and timely administration of existing leases by influencing proper lease administration protocols and execution. Communicate and set expectations related to the transactions process to stakeholders at all levels of the firm (including senior leadership) in a comprehensive and easily digestible manner. Serve as the primary point of contact for all parties related to transaction facilitating clear and effective communication, while providing regular status updates to applicable parties and addressing questions or concerns promptly. Including communications with senior firm leaders. Deliver exceptional customer service experience for all stakeholders while adhering to internal guidelines and ensuring desired outcomes for the firm. Cross-functional leadership skills and ability to coordinate and provide alignment across multiple service lines working alongside both internal stakeholders and vendors. Strong organizational skills in managing multiple projects and tasks simultaneously Strong understanding of key commercial lease and legal terms with ability to effectively communicate negotiated terms into lease and legal documents Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements What you need: Associate's degree required 6-10 years of real estate industry experience, particularly in lease negotiations and transaction management Strong analytical and problem-solving skills Financial and real estate acumen with a client focused approach Excellent communication and negotiation skills Project management skills Strong attention to detail Proficient in technology What could set you apart: Bachelor's degree in related field Additional experience in facility management, property management and/or lease administration In house corporate real estate experience 11-14 years of real estate industry experience **Candidates that live within a commutable distance from our St. Louis, MO home office location 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
    $99.2k-168.9k yearly 4d ago
  • Business Support Specialist II, Trust

    Edward Jones 4.5company rating

    Tempe, AZ job

    You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. Team Overview: Ready to make an impact? Are you passionate about driving innovation and transforming processes through automation? Do you have a knack for leveraging technology and tools to create smarter solutions? If you thrive in dynamic environments, embrace ambiguity, and love collaborating with stakeholders to streamline operations, then this is your moment! Join Edward Jones as a Business Support Specialist II and help shape the future of efficiency and automation within Trust Operations. Trust Operations plays a critical role within the Operations Division, delivering a comprehensive suite of processes that supports Edward Jones Trust Company and its clients. Our team is uniquely positioned to drive efficiency and innovation across the department. As a Business Support Specialist II, you'll collaborate with stakeholders across the Operations Division and Edward Jones Trust Company to lead initiatives that enhance client experience. In this role, you'll apply and leverage your technical skills to implement, and automate processes, creating smarter solutions that reduce manual efforts and improve outcomes. This is your chance to influence meaningful change, champion automation, and help shape the future of trust services. What You'll Do: Lead and execute business initiatives that drive process improvements and operational excellence within the department. Champion automation and transformation to streamline operations and reduce risk by assessing current workflows, identifying gaps, and implementing innovative solutions. Collaborate cross-functionally to deliver successful outcomes on projects. Broaden and deepen Subject Matter Expertise to serve as department resource for various operations functions. Business Continuity Planning Lead - implement process and coordinate with department to complete applicable requirements. Department representation on broader Trust Company initiatives. Share Knowledge to help develop other associates. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $72700 Hiring Maximum: $119800 Read More About Job Overview Skills/Requirements What You'll Need: Bachelor's degree and/or equivalent experience. 3+ years of relevant experience in financial services industry. Strong technical skills with the ability to leverage tools and technology for automation and process improvement, including: Experience interacting with databases such as Apex Ability to use visualization tools such as Tableau, Power BI Advance Microsoft Excel (macros, vba) Other tools such as Jira, InfoPac, DB2, SQL Developer Excellent organizational, verbal, and written communication skills with proven ability to establish and cultivate relationships with key stakeholders. Excellent critical thinking skills and ability to navigate ambiguous situations. Ability to work effectively both independently and in a team environment. Ability to prioritize and manage multiple tasks/projects along with recurring responsibilities and adjust to changing priorities with minimal leader input. Ability to drive change and lead/influence others without formal authority. What Could Set You Apart: Series 7 Series 99 Project/Change Management ***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.*** INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $72.7k-119.8k yearly 4d ago
  • Department Leader - IS Governance, Risk, and Compliance

    Edward Jones 4.5company rating

    Tempe, AZ job

    Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Team Overview: As the Cyber Security Department Leader for Governance, Risk, and Compliance (GRC) Practice Management, you are a key member of the Information Security Leadership Team, responsible for driving governance, risk oversight, and regulatory compliance across Cybersecurity, Technology, and Data risk domains. You will collaborate with leaders to align risk management with the organization's security strategy. In this role, you will set the strategic direction and define the approach for Digital Risk Management in alignment with Enterprise Risk Management. This includes establishing frameworks for identifying, assessing, and mitigating risks, and guiding the adoption of industry standards (e.g., NIST CSF, CRI Profile, COBIT). You will shape processes such as exception management, control evaluation, executive risk reporting, and other risk governance activities; and ensure alignment with enterprise objectives and compliance requirements. You will also outline approaches for audits, compliance reviews, and regulatory inquiries while driving continuous improvement while fostering a productive environment for Associates. What You'll Do: Set the strategic direction for Digital Risk Management practices in partnership with the Director, ensuring alignment with Enterprise Risk Management and organizational objectives. Oversee governance processes, including policy management, Key Risk Indicators (KRIs), exception management, control evaluation, risk appetite, and executive risk reporting. Establish approach to maintaining accuracy of process inventory, control mapping, and effectiveness testing ensuring complete effectiveness and coverage. Oversee and manage IT General Control (ITGC) completeness, effectiveness, and support of external audit reviews. Ensure controls are tied to regulatory requirements, including SOX, NYDFS, SEC, RegSID, Canada Regulation, EJ Bank Regulators, and other applicable frameworks. Directly interface with regulators and oversee associated document tracking, requests, and meetings. Shape the risk assessment approach, ensuring comprehensive evaluation and mitigation of risks across Cybersecurity, Technology, and Data domains. Collaborate with Enterprise Risk Management, Internal Audit, and other 1st line risk teams to ensure alignment and consistency in risk management practices. Ensure ongoing compliance with regulatory requirements by leveraging technology-driven mapping exercises, continuous monitoring of regulatory updates, and engaging in industry peer networking. Execute on a workforce management strategy that includes identifying, training, and retaining top talent by providing leadership, development, mentoring, and growth strategies in support of successfully achieving objectives. Provide leadership, development, and mentoring to Team Leaders, and Individual Contributors through examples and timely feedback. Accountable for understanding and making prudent decisions related to financials and budgetary considerations for all resources and vendor engagements associated with the organization. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $140400 Hiring Maximum: $239100 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements What Experience You'll Need: 10+ years relevant cyber, technology, and / or data risk experience in progressive roles 5+ years of leadership preferred Be available for on-call work and/or work scheduled outside normal business hours as needed Be able to support highly confidential security investigations that require making critical decisions in extremely high-pressure situations that can have significant impact to the Firm (cost, inability to continue business operations, regulatory impacts and fins, and damage to EDJ brand and clients) Experience in leading a large team of individual contributors or team of leaders. Including demonstratable experience in: defining strategic initiatives, tracking execution of strategic initiatives against clearly defined metrics, basic budget management, resource management, talent development and coaching, and strong employee engagement. In-depth knowledge around leading a security or risk organization (preferably in a regulated industry such as financial). Including: Exceptional, concise, executive-level verbal and written communication, compliance and regulatory adherence, audit and regulatory exam support, continual understanding of the cyber threat landscape, cyber risk management, cyber governance, cyber risk/control/maturity frameworks, cyber technology landscape, and vendor relationship management. Subject matter expertise in at least one security domain or two sub-domains. Including: Cyber Governance, Risk and Compliance; Threat and Vulnerability Management; Identity and Access Management; Security Engineering and Operations; Security Architecture; Application Security; Cyber Resilience and Recovery; or Insider Risk. Functional understanding of core enterprise technology platforms and best practices. Including: infrastructure, software, data, cloud, engineering, architecture, digital transformation, change management, crisis management, business continuity, and disaster recovery. What Could Set You Apart: Certified Information Systems Security Professional (CISSP) Certified in Risk and Information Systems Control (CRISC) SANS Global Information Assurance Certifications (GSLC, GSTRT, GCFA, GCLD, GDSA, etc) Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $140.4k-239.1k yearly 4d ago
  • Lead AI Themes Strategist - Analytics Strategy

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 12-Nov-2025. The posting may close early due to the volume of applicants. This position is responsible for strategic consulting on the execution of the firm's AI and automation. The primary focus of this consulting is on applying AI and automation solutions to help solve major barriers to the success of firm strategies. The role is expected to link strategic needs across firm strategies and divisions. This role is highly independent and provides coaching and guidance to leaders and team members (within own area and across the firm). This role is expected to be a model actor of a team-based approach and will often lead in a matrix leader fashion across several HO capabilities. Key Responsibilities: Provide consulting on the successful execution of multiple division and enterprise AI efforts (e.g., design and implementation of AI agents) simultaneously using superior thought leadership, interpersonal skills, and professional expertise. Proactively identifies and builds requirements and integration plan (including scope, timeline, metrics, and resources) for business leaders, from across the firm, to ensure solutions are built consistent to business needs and implemented within and across divisions. Clearly outline the trade-offs in the requirements (enterprise and division level) for stakeholders to align on value, critical path, and ownership; and make recommendations based on well-developed point of view. 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. Represent and explain complex concepts and tools to a variety of audiences (OC members, Division leaders as well associates in small and large groups) by putting the solutions into their context. Validate assumptions of client needs, market dynamics, and regulatory constraints using internal/external data to lead the formulation of enterprise level work; making recommendations to senior leaders on solution approach. Consult with business leaders (VT leaders, division leaders, sr GPs) on the design and execution of innovative solutions; work closely with AI experts in the lab to confirm technical feasibility - represent both the business and technical sides. Independently lead multi-disciplinary teams (comprised of 5+ people and disciplines) to address complex enterprise level business questions, maintain work progress, track progress and accountability to requirements; disciplines include analytics, data science, tech, AI, qualitative research, and social science. Ensure project schedule, scope, and quality objectives are consistent between business requirements and technical design, taking corrective action, and escalating issues when necessary; leading multiple workstreams simultaneously. Proactively initiate and recommend various methodologies to address enterprise business issues commensurate to the size of the opportunity and economic impact. Assess business feasibility and communicate tradeoffs and key dependencies in compelling/concise ways in a manner appropriate for the specific audience. Independently identify patterns across initiatives within and across divisions; make recommendations related to consolidation or alignment. Explain the risks and tradeoffs. Facilitate alignment sessions, working sessions, 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. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $117000 Hiring Maximum: $199300 Read More About Job Overview Skills/Requirements Bachelor's Degree 6+ years of experience in consulting and/or business development experience Understand, analyze, and recommend various research methodologies (both qualitative and quantitative) to address firm-wide business issues. Knowledge of statistics and analytical methodologies. Skills Requirements: Data storytelling, insights generation, negotiation, problem solving, interpersonal communication, project management, strategic and systems thinking, persuasion/influence What could set you apart: Master's Degree Financial Services industry experience is preferred 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.** 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
    $67k-79k yearly est. 4d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Easley, SC job

    Your Opportunity: General Manager Titlemax Easley, SC As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Compensation This position has an hourly pay rate of $19.25 and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $19.3 hourly 5d ago
  • Paralegal I

    Edward Jones 4.5company rating

    Tempe, AZ job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants. This is a Paralegal I opportunity. The successful candidate will handle matters across multiple workstreams within the Legal Response Team, with an emphasis on third party document requests, court orders, and other Operations-oriented work supporting branches, clients, and the Legal Response Team's Home Office partners. Independently analyze and respond appropriately to third party requests for documents and information, court orders, and other requests with support and guidance from Edward Jones attorneys as necessary. Independently analyze legal documents and provide guidance to branches and Home Office associates. Contact and respond professionally to questions from branches, other Divisions, attorneys, government agencies, and other actors. Work efficiently and accurately while accounting for risk and need in a high volume, fast-paced environment. Conduct legal research with guidance from Edward Jones attorneys. Acquire and maintain knowledge regarding the operation of client accounts and firm documents, processes, and systems. Acquire and maintain knowledge of state and federal statutes and requirements pertaining to third party requests for documents (discovery and eDiscovery), conservatorships, guardianships and other relevant matters. Support the management of the Legal Response Team by participating in intake functions, triaging incoming and pending matters, assisting with special projects, and completing high-level administrative tasks as needed. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $53600 Hiring Maximum: $88300 Read More About Job Overview Skills/Requirements High school education required; college degree and/or paralegal certification preferred. Minimum of 3 years of paralegal experience in private practice or in-house environment handling litigation matters required. Financial industry experience preferred. Comfortable using (and learning) technology. Proficient using Microsoft applications and Adobe Acrobat. Exposure to third party legal support applications such as OnIT and Westlaw preferred. Highly organized, detail-oriented, resourceful, and adaptable to changing priorities. Self-starter who takes initiative. Strong verbal and written communication skills and strong interpersonal skills. Capacity to work both independently and collaborate in team environment. Commitment to a high level of ethics, professionalism, and confidentiality. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $53.6k-88.3k yearly 4d ago
  • Operations Specialist II, Cash Receipt and Corrections

    Edward Jones 4.5company rating

    Saint Louis, MO job

    You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 24-Nov-2025. The posting may close early due to the volume of applicants. Team Overview: Are you detail oriented with good organizational skills? Do you enjoy a processing atmosphere combined with a great degree of client service? If so, you may be an ideal candidate for the open position of Operations Specialist II at Edward Jones. Operations responsibilities include processing numerous documents in a timely and efficient manner, working with various firm and industry systems and enjoys process improvement and automation of technology. If you enjoy working with branch offices and other departments, this may be an ideal career move for you. The Cash Receipts and Corrections Department is responsible for the asset movement into the firm via checks and wires, as well as Advisory and Guided Fund corrections. **It is a requirement of this candidate to be onsite M-F, EDJ HQ North Campus, 201 Progress Parkway building What You'll Do: High level of attention to detail while processing routine activities. Adhering to guidelines while verifying that documents are complete and accurate. Maintains performance standards and expectations while increasing contribution to department initiatives. Ability to work through challenging tasks to bring timely and accurate solutions. Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies. Retain knowledge of several systems and processing guidelines. Ability to promote a positive team environment with a focus on client service. Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office. Gain a high level of expertise on the processes we support through continued training. Work independently and as a team to meet department, division, and firm objectives. Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions. Partnership with branches via phone 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: $42100 Hiring Maximum: $65100 Read More About Job Overview Skills/Requirements What Experience You'll Need: Ability to report in office 5 days a week. 8:30 -5:00 CST. Bachelor's Degree/Diploma preferred Familiarity with Communication Screens (green screens), Salesforce, Microsoft Outlook and Word, Excel, Power BI, data entry, and data analysis preferred Strong customer service and multitasking abilities Excellent written, verbal and phone communication skills Strong decision-making skills 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
    $42.1k-65.1k yearly 4d ago
  • Network Engineer III- Technology

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. 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. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $84100 Hiring Maximum: $143100 Read More About Job Overview Skills/Requirements Bachelor's degree 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. 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
    $84.1k-143.1k yearly 4d ago
  • HQ Transitional Financial Advisor

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants. Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you! Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely s. This person will be expected to travel 1-2/weeks per trimester, subject to change based on needs of the team. Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be comfortable working with clients via phone and email most of the time. OFFICE HOURS: This office is available to clients Monday - Friday 8 am - 6 pm CST; work hours will be based on your time zone and will be discussed further in the interview process. What you'll do... Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations Provide excellent client service and suitable investment advice during the transition period Provide initial contact and ongoing guidance and service to the clients Research and resolve any service issues or unfinished tasks Work in partnership with the Business Office Administrators to ensure a high level of customer service Keep the department apprised of any Compliance/Field Service concerns At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $59886 Hiring Maximum: $98752 Read More About Job Overview Skills/Requirements What you'll need... 2+ years of experience as a Financial Advisor Series 7 and 66 licenses required Insurance licenses required: life, health and variable annuity Commit to traveling 1-2 weeks/trimester Extensive flexibility, reliability and strong decision-making skills Strong communication and organizational skills Strong telephone and customer-service skills Bachelor's degree in a business-related field is 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.*** 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
    $59.9k-98.8k yearly 4d ago
  • Sr. Security Analyst - Perimeter Security Team

    Edward Jones 4.5company rating

    Tempe, AZ job

    Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Team Overview: As a Security Analyst you will work independently to manage 1 - 2 platforms within a product team and collaborate with colleagues to solve routine to difficult engineering challenges. You will ensure that all platforms within your span of responsibility meet your customer's requirements; are designed, built, documented, and maintained in adherence with the Firm's standards and architectural patterns; and are managed to the highest level for performance, stability, and security. As a Security Engineer you deeply understand network architecture and data flows, proxy solutions, remote access platforms and have the ability and drive to solve complex issues and manage competing priorities. What You'll Do: Identify and implement opportunities to improve solutions and ensure system availability while maintaining acceptable risk levels for the firm to remain in compliance with industry regulations and security framework. Serve as a subject matter expert for proxy and intrusion prevention platforms, remote access connectivity, zero-trust, and network security monitoring. Lead and oversee the solution design lifecycle for Zscaler and IPS, including stakeholder requirement gathering and prioritization, alignment with architectural standards and best practices, implementation planning, implementation execution, documentation completeness, and ongoing health monitoring and maintenance. Provide design thinking and oversight for Zscaler and IPS to ensure cohesiveness, completeness, and effectiveness of the platform; and provide feedback to the Team Lead on the overall direction of the technology stack. Continue to implement new features and performance improvements for Zscaler and IPS in partnership with key stakeholders. Adhere to frameworks and processes for cohesive change management, health monitoring, performance monitoring, stability, and backups across the product space. Support technology incidents including: triaging technology services performance segregation or outages, performing root cause analysis across a complex environment, and identifying short and long-term solutions while operating in stressful and time sensitive situations. Effectively communicate with peers and leaders to ensure the awareness of progress, the awareness of challenges, the identification and escalation of risks, and the impact of ongoing security work. Including the ability to clearly discuss complex technical or security topics with a non-technical audience. Establish and maintain effective communications and relationships across key departments, business areas, and vendors. Including supporting engagements with key vendors to ensure the correct level of support to the Firm and drive solution roadmaps to meet Firm needs. Mentor and coach less senior team members and represent the Firm across the financial service's information security community through industry forums, working groups, and conference presentations. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $84100 Hiring Maximum: $143100 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements What Experience You'll Need: Degree in Cyber Security, Computer Science, Computer Engineering, or Information Systems or related field preferred; or equivalent training and certifications (A+, Net+, Sec+, SANS, Cloud, etc), or related work experience 3-5 years of managing enterprise class proxy solutions, remote access solutions, network security platforms, on-prem and cloud data centers. Experience in a variety of technical fields including software, infrastructure, and security engineering at an enterprise level. This experience gives you deep understanding of the full stack required to deliver and operate software and platforms at an enterprise level. Understanding of core enterprise technology platforms including: infrastructure, software, data, cloud and cloud native platforms, microservices, API management, event streaming, CI/CD pipelines. Experience with core enterprise level information security components, principles, practices, and procedures. Including common technology stack components, deep knowledge of threats and adversary tactics, and experience managing regulatory requirements and common frameworks used by security teams within the Financial Industry. Understanding of core enterprise best practices, including: security risk management, architecture diagrams and documentation, digital transformation, change management, crisis management, business continuity, disaster recovery, and observability. Experienced in designing and building highly scalable, distributed & secure solutions that run in a cloud environment such as Azure, AWS, or GCP. Including demonstrated proficiency in deploying infrastructure as code through Terraform, Ansible, or similar technologies. Experience with managing and delivering on stakeholder requirements in a way that balances design functionality, cost optimization, and production support considerations. Advanced experience with writing code/scripts in at least one language (Python, PowerShell, Bash, Go, etc) Demonstrated competency with reading and generating architectural diagrams and maintaining full and accurate documentation of software, systems, and platforms. Strong understanding of observability, performance monitoring, and root cause analysis principles to perform continuous platform improvements or quickly troubleshoot and restore services in a case of disruption. Experience working with Product Teams and Agile methodology and practices Demonstrated proficiency with proxy solutions and zero trust methodologies Demonstrated proficiency with network security best practices Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $84.1k-143.1k yearly 4d ago
  • Tailored Licensed Support Financial Representative

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants. The Tailored Licensed Support (TLS) Team acts as a fiduciary, remotely serving clients in partnership with the clients' local Branch Office Team. Tailored Licensed Support associates are experienced licensed financial advisors with extensive industry knowledge and firsthand branch experience ready to partner with their Branch Teams on day one. The TLS associate effectively and efficiently performs any licensed tasks the Financial Advisor performs and will be paired with up to 2 Branch Teams. What Characteristics would make you a successful Tailored Licensed Support Financial Representative: Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Leverage firm systems, tools and resources to support Goal Based Advice conversations in a tailored approach and apply knowledge of the Edward Jones business model, investment philosophies and values. Demonstrate flexibility in shifting between two branch teams, prioritizing the needs of each branch on a daily basis. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $72700 Hiring Maximum: $119800 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Position Requirements : High School Diploma/Equivalent required; Bachelor's degree preferred Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application Insurance License required and the ability to be licensed in all 50 states at time of application At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building Strong critical thinking skills are necessary Ability to provide support on Day 1 and immerse yourself into a branch team's business plan to quickly contribute to their success Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face Some travel required to the HQ and branch teams served (Less than 10%) Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $72.7k-119.8k yearly 4d ago
  • Senior Campaign Manager

    Edward Jones 4.5company rating

    Tempe, AZ job

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Are you a strategic thinker with a passion for driving impactful initiatives that support the firm's 2030 goals? We're looking for a Senior Campaign Manager to join our team and lead high-visibility campaigns that support financial advisors in growing their businesses. In this role, you'll serve as a trusted partner to advisors and key leaders, using your deep market knowledge and campaign expertise to deliver tailored solutions that drive results. You'll also mentor other campaign managers and help shape the future of our campaign strategy. This is a high-impact role ideal for someone who thrives in a fast-paced, matrixed environment and enjoys leading cross-functional teams to deliver innovative, data-driven campaigns aligned with business priorities. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements Minimum Experience: Understanding of campaign management strategies to drive successful growth & utilization of services through financial advisors in the wealth management industry. Highly effective at stakeholder management. Advanced proficiency in campaign management tools and analytics platforms. Knowledge of B2B2C & B2C campaigns, sales enablement & change management best practices. Comfortable with data-driven decision-making. Familiar utilizing campaign & sales enablement platforms such as SalesForce or Seismic to personalize content based on FA stage of practice, geography & client opportunity. Experience packaging sales collateral and client go-to market materials to enable branch teams to indentify and select opportunities to grow their practice. Understanding of wealth management products and/or client segmentation strategies. Understanding of regulatory requirements in financial services. Preferred Skills: Expertise in market research and data-driven decision-making. Experience with marketing automation leveraging SalesForce & Seismic platforms. Familiarity with regulatory requirements in financial services. Expertise in consulting and advisory services. High adaptability to evolving market conditions and organizational priorities. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $99.2k-168.9k yearly 2d ago
  • Senior Risk & Control Associate

    Edward Jones 4.5company rating

    Tempe, AZ job

    You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. Team Overview: The Wealth Management and Field Management 1st Line Risk Team work together to identify, assess, manage and elevate risks associated with the WMFM organization. The WMFM 1LOD Risk Team works to implement and operationalize the Enterprise Risk Management Framework. The WMFM 1LOD Risk Team drives alignment to the standards, provides transparency and visibility related to the risks in the WMFM profile and helps to design and monitoring risk mitigation plans that help the functional area manage risks. What You'll Do: Develop and execute on the WMFM Controls Management program, ensuring internal controls are effective in managing risks (includes identifying, implementing, assessing, monitoring, testing, reporting and training on the controls program). Work in partnership with WMFM product risk managers to execute on the controls program for the division. Execute on various firm wide programs such as Conflicts of Interest and Policy Management for the WMFM division. Provide insights to leadership for potential consideration in risk forums & escalates emerging risk concerns Act as a resource to the team and assist divisional leaders and associates, as needed Support the initiatives of the firm's ERM division in rolling out policies and standards to WMFM, as needed Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements What You'll Need: Bachelor's Degree 5+ years risk management experience Experience leading and managing multiple initiatives/projects/large efforts Ability to communicate effectively with general partners, directors and senior leadership Ability to operate independently and communicate to leader effectively Strong analytical, problem-solving and systems thinking skills including the ability to independently identify, prioritize, monitor, communicate, and/or resolve issues, including root cause analysis FINRA Series 7 license or acquire within 12 months of hiring. What Could Set You Apart: Prior experience as part of a dedicated first line of defense risk management function, including leading control programs and assessments. **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $99.2k-168.9k yearly 4d ago
  • Private Banking Strategist- High Net Worth

    Edward Jones 4.5company rating

    Saint Louis, MO job

    Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. Team Overview: Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If so, this could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations™. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here. The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. What You Will Do: The Private Banking Strategist role offers a unique opportunity to shape and launch a new offering within a dynamic, startup-like environment. This individual will work strategically and creatively to evolve the vision for the private banking strategist role, design the framework, and bring it to life in support of Generations associates, advisors, and clients. This is a chance to make a meaningful impact and help define what banking, lending, and cash management support looks like for high-net-worth (HNW) clients at Edward Jones. This individual must have extensive experience and deep technical knowledge of banking, lending, and cash management services to deliver guidance, influence strategic development, and ensure alignment with the firm's holistic wealth management approach Responsibilities include: Design and launch the private banking offering, including frameworks, processes, and best practices aligned with Generations' goals and HNW client needs. Serve as a subject matter expert for complex banking, lending, and cash management situations requiring deep technical knowledge. Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients. Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations. Act as a conduit between Edward Jones, the Banking Business Unit, and third-party providers (e.g., U.S. Bank, HNW Referral Network) to ensure timely, customized solutions aligned with firm guidance. Facilitate execution of banking, lending, and cash management strategies between third-party providers and HNW teams. Leverage financial planning tools to identify opportunities, integrate banking solutions into holistic plans, and monitor progress toward client objectives. Collaborate with internal stakeholders (Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies. Contribute to strategic initiatives within Wealth Management Advice & Solutions (WMAS) to advance the firm's HNW capabilities and future product development. Shape client-facing guidance on complex banking strategies and provide input on new products and services to meet evolving client needs. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $140400 Hiring Maximum: $239100 Read More About Job Overview Skills/Requirements What Experience You Need: Bachelor's degree in Business, Finance, Accounting or other related degree required Series 7 and 66 required within 6 months of hire Insurance license required 6 months of hire CFP preferred or obtained in accordance with firm policy 8+ years Private Banking experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing, business banking. 11+ years of experience in the financial services industry preferred Direct client service experience as a member of a HNW client-facing professional team required Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking, and Financial Planning offerings for HNW clients. Ability to interpret and apply firm advice and guidance to create tailored banking and lending solutions that integrate seamlessly into holistic financial plans. Deep expertise in the banking industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation. Ability to analyze complex client documents-such as banking and investment statements, personal financial statements, shareholder agreements, business agreements, executive compensation plans, and partnership agreements-to identify planning opportunities and recommend strategies What Could Set You Apart: Advanced degree preferred Prior commercial lending experience preferred Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO
    $66k-82k yearly est. 4d ago

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