Branch Support Leader - Baytown, TX at Edward D. Jones in Baytown, Texas

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

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, MO, Tempe, AZ and Mississauga Canada 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.

If you’re looking for a challenging and rewarding career, the Branch Support Leader role at Edward Jones may be the right opportunity for you. Branch Support Leaders team up with Financial Advisors to align processes with business planning to strengthen meaningful client connections.

Our Branch Support Leaders are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We don’t often brag, but we’re frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine1 and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.

We'll give you the support you need.

Our team will be there every step of the way, providing:

• Training which includes mentoring, job shadowing, coaching and branch office visits


• A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

• A compensation package that includes bonus potential, 401K (US) or Group RRSP (Canada), and comprehensive and competitive health benefits


• Paid time off, including vacation, sick, holidays and personal days


• A culture of continuous improvement and professional development

What characteristics would make you a successful Branch Support Leader?

• A creative and progressive mindset that supports a nimble learning environment


• Resilience and adaptability with the ability to be proactive and incorporate constructive feedback


• Strong time management skills with the capacity to work with multiple Financial Advisors balancing priorities in a deadline-driven environment


• Detail-oriented and organized ensuring a high standard of accuracy


• Critical-thinking and analytical skills to:
  
  
  
  • Identify, analyze, and resolve branch team questions in an efficient manner
  
  
  • Effectively use resources to determine the best resolution for the support staff and branch
  
  
  
  


• An independent self-starter, comfortable taking initiative and identifying opportunities for efficiency


• Service-oriented with strong relationship-building and communication skills to support Financial Advisors and the branch team


• Strong computer skills and an aptitude to quickly learn new software

• 
  As a leader, recruit, onboard, train and conduct performance reviews for the branch support team


• Take an active role in the annual business planning process and enable branches to meet their business plans through monitoring, supporting, and anticipating obstacles


• Ensure ongoing partnership with headquarters and Regional Leadership to identify and implement new processes for increased capacity and client experience


• Champion branch adoption of services that make it easy for clients to do business with Edward Jones (examples may include e-delivery, WebEx, Online Access, etc.)