Trust Business Support Team Leader at Edward D. Jones in Saint Louis, Missouri

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 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.

As the Business Support Team Leader within Trust you will:

• Communicate directly with Senior Leaders and teams, directing work through project leadership, report creation and maintenance, and data management.


• Direct a team of specialists helping to oversee the day-to-day administrative and operational functions of the business line. 


• Serve as a functional owner for key department applications and data components. 


• Be responsible to the President of the Trust Company


• Implement core and strategic initiatives aligned with the area's goals. 


• Serve as a primary liaison between the Trust Company, Finance, Information Systems, Operations, and other external partners for systems and workflows. 

• Deep project management experience, leading complex projects to successful completion


• 10+ years of experience in a financial services environment or relevant technical and/or system experience required; Trust-specific experience preferred


• Bachelor's degree in business or related field and industry certifications preferred


• Background in change and/or risk management strongly preferred


• Proven ability to communicate complex details effectively; ensuring understanding and influencing senior leaders, branches, internal stakeholders, vendors and other external parties


• Demonstrated ability to quickly learn and help refine internal and external processes and procedures associated with department functions


• Understanding of regulatory environment and ability to reach appropriate conclusions in best interest of clients and firm


• Well-established relationship management expertise and client-first mindset


• Prior formal or informal people leadership in a team setting