Director - Wealth Management Enablement Wholesaling - Edward Jones
Saint Louis, MO
About the 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
The Director of Wealth Management Wholesaling at Edward Jones is responsible for leading the vision, strategy, and execution of wholesaling efforts aligned with the firm's wealth management priorities. This role involves direct and matrixed leadership of a team of financial planning subject matter experts, including other leaders, to accelerate the adoption of tools, resources, products, and services that deliver a consistent client experience. There is opportunity and need to effectively collaborate with others in the organization to ensure effective support of our firm's Market Leadership needs from a wholesaling capacity.
Responsibility Summary:
+ Leadership and Development: Lead a team of associates and leaders in a matrixed environment, supporting the firm's transformation from Goals-based Advice (GBA) to comprehensive advice and planning.
+ Capability Building: Oversee the development of acumen in wealth management priorities, including advisory products, banking, retirement, insurance, and financial planning tools.
+ Strategic Partnerships: Collaborate with GPs and Directors across home office support areas to provide consistent support and coaching to branch teams.
+ Performance Management: Ensure the business area's performance through strategic planning, adoption of business tools, and achievement of sales/revenue objectives.
+ Complex Problem Solving: Work with others to address complex HQ needs impacting the adoption of transformative changes from a wholesaling perspective.
+ Resource Allocation: Provide resources, support, and direction to help associates meet area and firm needs, developing their professional and leadership capabilities.
+ Thought Leadership: Synthesize branch feedback and collaborate to influence the design and development of integrated platforms, systems, tools, and processes for a better client and branch team experience.
+ Representation: Represent the wealth management story at firm conferences, client events, and industry conferences.
+ Initiative Leadership: Lead broad division, firm, or industry initiatives and events to represent wealth management in alignment with firm strategy.
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.
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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
Hiring Minimum: $136571
Hiring Maximum: $232541
Read More About Job Overview
Skills/Requirements
Position Requirements:
+ Bachelor's Degree required, Master's Degree preferred
+ 6+ years of experience with deep expertise in financial planning and wealth management (CFP®).
+ Series 7 and 66 required
+ CFP/ChFC/CFA required
+ Technical knowledge of financial planning and investment management software (MoneyGuide, Portfolio Tools, etc.).
+ Proven partnership and collaboration skills.
+ Experience influencing and coaching leaders.
+ Strong business acumen and critical thinking skills.
+ Excellent oral and written communication skills.
Preferred:
+ Broader industry knowledge.
+ Organizational understanding.
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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)
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 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .
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.
#LI-HO
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
The Director of Wealth Management Wholesaling at Edward Jones is responsible for leading the vision, strategy, and execution of wholesaling efforts aligned with the firm's wealth management priorities. This role involves direct and matrixed leadership of a team of financial planning subject matter experts, including other leaders, to accelerate the adoption of tools, resources, products, and services that deliver a consistent client experience. There is opportunity and need to effectively collaborate with others in the organization to ensure effective support of our firm's Market Leadership needs from a wholesaling capacity.
Responsibility Summary:
+ Leadership and Development: Lead a team of associates and leaders in a matrixed environment, supporting the firm's transformation from Goals-based Advice (GBA) to comprehensive advice and planning.
+ Capability Building: Oversee the development of acumen in wealth management priorities, including advisory products, banking, retirement, insurance, and financial planning tools.
+ Strategic Partnerships: Collaborate with GPs and Directors across home office support areas to provide consistent support and coaching to branch teams.
+ Performance Management: Ensure the business area's performance through strategic planning, adoption of business tools, and achievement of sales/revenue objectives.
+ Complex Problem Solving: Work with others to address complex HQ needs impacting the adoption of transformative changes from a wholesaling perspective.
+ Resource Allocation: Provide resources, support, and direction to help associates meet area and firm needs, developing their professional and leadership capabilities.
+ Thought Leadership: Synthesize branch feedback and collaborate to influence the design and development of integrated platforms, systems, tools, and processes for a better client and branch team experience.
+ Representation: Represent the wealth management story at firm conferences, client events, and industry conferences.
+ Initiative Leadership: Lead broad division, firm, or industry initiatives and events to represent wealth management in alignment with firm strategy.
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.
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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
Hiring Minimum: $136571
Hiring Maximum: $232541
Read More About Job Overview
Skills/Requirements
Position Requirements:
+ Bachelor's Degree required, Master's Degree preferred
+ 6+ years of experience with deep expertise in financial planning and wealth management (CFP®).
+ Series 7 and 66 required
+ CFP/ChFC/CFA required
+ Technical knowledge of financial planning and investment management software (MoneyGuide, Portfolio Tools, etc.).
+ Proven partnership and collaboration skills.
+ Experience influencing and coaching leaders.
+ Strong business acumen and critical thinking skills.
+ Excellent oral and written communication skills.
Preferred:
+ Broader industry knowledge.
+ Organizational understanding.
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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)
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 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .
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.
#LI-HO
Source : Edward Jones
