Product Manager - IRA

Company: EDWARD JONES
Location: Koeltztown
Posted on: May 16, 2022

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.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.------------------Responsibility Summary :

• Collaborate with the team to develop and execute the firm's IRA strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals.
• Participate in the design, development and management of IRA business that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of advanced complexity that inform product strategy and development.
• Responsible for IRA strategy and execution, including related product/service partner relationships in order to:
• help shape and execute business plans that align with firm strategic direction
• ensure that product literature and branch support is effective (quantity and quality), aligned with key firm messages and compliant
• collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
• regulary interface with cross divisional partners in service, operations, legal, compliance, government relations, etc.
• Serve as a subject matter expert for IRAs for the firm. Includes broad and some advanced knowledge of rules, regulations, products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
• Develop understanding of rules and potential changes in the tax, legal and regulatory environment for the product line
• Leads certain additional responsibilities specific to the team or area (Eg. recruiting, training, product partner coordination, wholesaler effectiveness)
• Participate in broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.)Qualifications Required in the Job:
  Education/Certification:
  Bachelor's degree required.
  Series 7, 66 required within 12 months of hire.
  Progress toward advanced degree or relevant industry designation(s) preferred (e.g. CFP, CFA, etc.)
  
  Years of Experience:
  Generally, 5+ years of relevant financial services experience, IRA product management, or consulting experience preferred.
  
  Functional Knowledge:
  --- Broad and some advanced knowledge of product line products
  --- Strong technical aptitude and analytical skills
  --- Highly collaborative
  --- Solid written, verbal and presentation skills
  --- Intermediate proficiency with systems and tools such as MS Office, Tableau and databases
  
  Problem Solving:
  Problems faced by associates in this role tend to be complex and unstructured. Achieves results with minimal guidance from their leader and team members.

• 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
  • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
    From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.

    Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.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.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. 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:
    Salary: $90628 - $154313
    Category: Headquarters

Keywords: EDWARD JONES, Columbia , Product Manager - IRA, Executive , Koeltztown, Missouri