Product Manager - IRA
Company: EDWARD JONES
Posted on: May 16, 2022
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
- ensure that product literature and branch support is effective
(quantity and quality), aligned with key firm messages and
- 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,
- 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:
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.
--- 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
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
- 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
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
Keywords: EDWARD JONES, Columbia , Product Manager - IRA, Executive , Koeltztown, Missouri
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