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Director, Canadian Digital Product Management

Company: Edward Jones
Location: Boonville
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.Within Edward Jones Canada, we are rebuilding our digital platforms as we shift from home grown tools and systems to a paradigm where we will partner with leading Fintech vendors to build an integrated platform that can deliver the experience Canadian clients should expect when seeking Wealth Management advice. The Director, Canadian Digital Portfolio, in partnership with the Director, Technology is responsible for the development of the strategy to enable this shift. This role will also need to develop and staff a resource plan designed to build, maintain and enhance our new digital platforms. The responsibility will span across the digital experience for clients, advisors and operations. Lastly, this leader, in conjunction with other leaders will help to prioritize and sequence initiatives that help to enhance the impact that our Financial Advisors strive to have on the lives of our clients and their families.

Flexible Work Arrangements available - Onsite, Hybrid and Home based

Responsibility Summary:

Develop the future vision, strategy, target operating model and roadmap for the advisor, operations and client experience in partnership with technology, clearly articulating the need and value for bringing in new innovative technology capabilities to the organization
Ensure customer-driven and advisor-driven design using market & industry knowledge as well as continuous research to deliver a well-positioned target operating model and product to drive growth and ROI
Define clear outcomes and goals for each initiative with associated KPIs/Metrics to ensure success and alignment with the overall vision and strategy; define the What and the Why as part of problem discovery.
Understands and keeps up to date with emerging technologies, trends and innovative solutions, especially in the digital wealth advice space.
Drive organizational business evolution and technology innovation through a deep understanding of the Fintech landscape and industry leading practices for technology product development.
Apply knowledge of Edward Jones branch processes, client journeys, investments, and operational workflows to influence strategy and decisions across multiple stakeholders in various Firm divisions.
Lead and assist others in the management of business, system, and regulatory risks to ensure we are prepared for the future.
Lead a team of Digital Product Managers in the Agile development, refinement, and communication of product roadmaps that deliver value/outcomes in short cycles, working in close collaboration with key stakeholders.
Champions a high-performance environment and contributes to an inclusive work environment.
  • Minimum 12+ years of experience within Wealth Management, with recent experience focused on Technology or Digital Platforms.
  • University degree in business administration, management information systems, computer science, or related field. Master's degree preferred.
  • Proven experience building and leading high performing teams. Successful track record of bringing new products to market across various platforms mobile, web, etc.Demonstrated ability to communicate with and develop effective and collaborative relationships across the organization in pursuit of corporate goals.Experience leading geographically dispersed multi-cultural teams within a complex organization.Well-versed in establishing, monitoring, and executing plans and metrics.Must be able to navigate highly complex issues in a dynamic, matrixed environment requiring influence and demonstrated management of differing views from multiple stakeholders.
    • 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 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: $153959 - $262147
        Category: Headquarters

Keywords: Edward Jones, Columbia , Director, Canadian Digital Product Management, Executive , Boonville, Missouri

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