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Program Manager
Edward Jones Investments
Tempe, AZ, United States
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Opportunity Overview
At Edward Jones the Investment Advisory Platform Management team, which is part of the Client Strategies Group division, is responsible for developing and managing world-class investment managed account offerings that integrate firm advice and help drive an ideal client experience.
As a Platform Specialist you orchestrate the product management and development activities for the firm's managed account offerings across the organization. You'll have an opportunity to build and maintain a strong network of business partners, and partner with them on challenges, opportunities and solutions.
You’ll participate on cross-functional teams of colleagues from portfolio management, operations, marketing, and development. Your responsibilities will include helping to build and execute plans to deliver on annual and longer term enhancements; all while managing the day-to-day needs of the business.
Position Requirements
Position Requirements:
• Bachelor's degree required.
• 5-12 years of professional experience with 3-7 years in financial services, product management, or strategic planning/consulting experience preferred.
• Progress toward a Master's degree or additional financial license/certification preferred (CFA, CFP, CIMA, etc.)
• Series 7 and 66 required within 6 months of hire
Qualifications for the Ideal Candidate:
• Strong client focus and the ability to think in terms of the client experience and perspective
• Strong ability to collaborate with and influence others to gain consensus and alignment in order to drive change
• Tolerance for ambiguity in a fast-changing environment
• Strong conceptual and analytical skills. Be able to tell a clear and compelling story from data and other sources
• Brings solutions instead of problems by challenging the status quo. Willing to take an unpopular stance
• Curious and inquisitive about new ideas and trends
• Ability to exercise good judgment to identify, prioritize and resolve problems
• Demonstrated success in managing projects