Posted in General Business 30+ days ago.
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Location: Tempe, Arizona
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Investment Advisory, a department of our Client Strategies Group division, is responsible for delivering a world-class advisory platform that integrates the firm's advice and guidance and an ideal client experience. Today, Edward Jones offers two major advisory programs, consisting of 2 million accounts and over $270 billion in assets under care. The firm's investment advisory platform will continue to evolve over the next few years in order to meet the changing needs for our investors and clients.
The Investment Advisory department is made up of several teams and Program Development is one of them. Within the Program Development group there are three teams, including the Program Enhancements & Integrations team which is responsible for ensuring that the enhancements and changes to systems used to manage our investment advisory programs are prioritized, developed, and communicated correctly.
•Collaborate with advisory leadership to proactively identify potential system and workflow changes to further the evolution of our advisory platform. This includes prioritizing, designing, and implementing solutions for the form's Mutual Fund Advisory, FA as Advisor, UMA/SMA programs.
•Act with the primary business project leader and deep subject matter expert(s) for projects and enhancements made to current advisory programs and the development of new programs. This includes developing program plans, facilitating meetings, drafting requirements, assisting with IS development, testing and successful implementation.
•Act as a primary advisory systems and tools expert to offer ongoing support, defect management and enhancement prioritization.
•As part of a team work to develop and implement key system controls to keep the firm compliant with internal policies and changes in the regulatory environment.
•Initiate regular communication on system issues and changes with associates and leaders in Client Solutions Group, Information Systems, Compliance, Operations, Service and Branch Training.
•Serve as on call support to manage the firm's advisory systems and handle outages/issues in a timely manner.
•Mentor and train other associates on the team as needed.
Bachelor's degree required.•Series 7 and 66 required within 6 months
•Ability to understand complex topics regarding the firm's advisory programs, tools, and systems.
•Ability to effectively work with and across multiple divisions
•Highly detail oriented to ensure accurate information on requirements, testing and implementations.
•Exceptional organizational, time management and program management skills
•Proficient at creating spreadsheets, analyzing reports and developing project measures.
•Exceptional written, verbal and interpersonal skills.