Product Manager - IRA
Company: EDWARD JONES
Location: Belle
Posted on: May 16, 2022
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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 Reserved 2021 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.
Visit our career site 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 , Belle, Missouri
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