Team Leader - Portfolio Strategy

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

Team Overview :

Do you have a desire to be a part of the wealth management process? Do you have a passion for leading people? Do you have a strong background in financial planning and experience with complex financial planning concepts?

What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you!

Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions.

We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.

Our branch teams receive a comprehensive view of portfolio management and planning through analytics and visualizations, enabling them to deliver the wealth management services that our clients' needs.

As Home Office investment specialists, theInvestment Consultation teampartners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.

Through detailed analysis, the team develops and implements customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy.

What You Will Do :

The Team Leader, Investment Consultation will lead associates who are responsible for bringing the client's financial plant to life by leading the development of the client's investment plan and ensuring alignment with the client's goals and expectations.

The leader is responsible for associate development, guiding the development and creation of client deliverables, advocating for the team, creating standard operating procedures, and representing the team across the enterprise.

Some team leaders may have matrix teams they are responsible into or responsible for.

Responsibilities include :

• Lead a team of investment consultations who :
• Independently and consistently provide the right level of support across the client journey based on the client's needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
• Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.

e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.

• Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
• Engage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes
• Lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
• Work in partnership with WMC internal stakeholder groups to ensure proper alignment and continued evolution in concert with business segment and APPS strategies
• Manage significant branch team and client interactions directing resources to achieve the right results.
• Achieve results through others, by setting clear goals, objectives, and measures and driving accountability to those results.
• Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients
• This position is known internally as Team Leader - Investment Consulting

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 : $136571

Hiring Maximum : $232541

Skills / Requirements

What Experience You Need :

• Bachelor's Degree
• Minimum of 11-14 years' experience
• Charted Financial Analyst (CFA) designation required
• FINRA Series 7 & 66 required
• FINRA Series 24 required or acquired within 6 months
• 10+ years of Financial Services experience required.
• People leadership experience, strategic planning, and business plan execution experience
• Strategic planning and execution to drive the continued evolution of a functional capability
• Advanced technical aptitude, analytical, and critical skills.
• Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
• Advanced skills in some of the following areas : systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
• Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms / concepts to branch teams and directly to clients.

What Could Set You Apart :

• 7+ years of relevant portfolio management, portfolio construction, and / or investment consultation experience strongly preferred.
• 15+ years of experience
• Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
• Other licenses or advanced designations
• 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.

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

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 8 million clients and 19,000 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 2023, data as of December 2022. 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.

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