There's power in partnership.

Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.

What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.

Job Overview

Position Schedule: Full-Time

This job posting is anticipated to remain open for 30 days, from 11-Mar-2026. The posting may close early due to the volume of applicants.

Team Overview

In this role, you will work closely with the Senior Product Leader and/or General Partner to develop and execute the firm's product management and strategy for managed investments (I.e., Mutual Funds, ETFs, UITs, 529 plans, Money Market Funds and Donor Advised Funds) to ensure branch teams have quality products and support needed to help clients achieve their financial goals. This is an individual contributor role.

What You'll Do

• Lead highly visible and impactful initiatives tied to Managed Investments products involving a great degree of collaboration, analysis, presenting and subject matter expertise.
• Responsible for product partner relationships of significant size, complexity, number, and impact to:
• manage and maintain their portfolio of products including making recommendations to add / remove / change products or product partners as needed.
• shape and drive execution of business plans that align with firm strategic direction.
• ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages, and compliant. Assist in the design of efficient and effective ongoing processes and controls.
• influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience.
• resolve complex and broad product partner issues as escalated. Determine root cause and apply critical thinking to prevent future occurrences.
• regularly interface with product partner peer contacts (I.e., key account managers, product managers, national sales managers, and operational leaders)
• assist in the coordination and alignment of product partner relationship management activities across all product partners.
• Serve as a subject matter expert for the Managed Investments product line for the firm. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace. Managed Investments products include Mutual Funds, ETFs, 529 Plans and UITs.
• Understand and interpret rules and potential changes in the tax, legal and regulatory environment for the product line; make recommendations that help shape the firm position with respect to tax, legal and regulatory issues for these products/programs.
• Leads significant additional responsibilities specific to the team or area (I.e., recruiting, training, product partner coordination, wholesaler effectiveness)
• Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm.
• Mentor team members and assist in the ongoing development of their subject matter expertise.
  

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.

Hiring Minimum: $120000

Hiring Maximum: $204300

Skills/Requirements

Read More About Job Overview

What Experience You'll Need

• Bachelor's degree required with quantitative discipline preferred (I.e., finance, economics, accounting, math, engineering, actuarial science, etc.)
• 10+ years of relevant financial services experience, with Investment Product Management or Portfolio Management experience preferred, including:
• Series 7, 66 required within 12 months of hire
• Deep subject matter expertise in product line products
• Exceptional technical aptitude and analytical skills
• Highly collaborative
• Highly effective written, verbal and presentation skills
• Advanced proficiency with systems and tools including MS Office, Tableau and database
  

What Could Set You Apart

• Advanced degree or relevant industry designation(s) (e.g. Managed Investments: CFA, CIMA, CFP, ChFC, CPA, etc)
• Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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.**
  
  

Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work

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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

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 9 million clients and 20,000 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 2024, data as of December 2023. 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.