Job Description
This job posting is anticipated to remain open for 30 days, from 19-Oct-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
Join the Edward Jones Generations® team and help shape the future of the platforms, ecosystems, and investment management for high net worth clients and the advisors who serve them. In this strategic role, you’ll bring together deep wealth management expertise, technology and data fluency, and enterprise leadership to define future-state capabilities, solve complex challenges, and turn an ambitious vision into an actionable roadmap.
What You Will Do:
Join the Edward Jones Generations® team and help shape the future of the platforms, ecosystems, and investment management for high net worth clients and the advisors who serve them. In this strategic role, you’ll bring together deep wealth management expertise, technology and data fluency, and enterprise leadership to define future-state capabilities, solve complex challenges, and turn an ambitious vision into an actionable roadmap.
What You Will Do:
- Partner with Generations® leaders and teams to define, enhance, and evolve the firm's capabilities, platforms, and operating model supporting the high net worth client experience.
- Evaluate current and future-state capabilities, processes, and infrastructure to identify opportunities that better align with business operations, advisor needs, client expectations, and strategic objectives.
- Lead the identification, prioritization, and development of business capabilities required to support Generations® initiatives, long-term growth strategies, and investment roadmaps.
- Develop business cases and strategic recommendations that inform investment decisions, capability roadmaps, and initiative prioritization.
- Collaborate with stakeholders and cross-functional teams, including Digital, Service, Field Supervision, Compliance, Legal, and Operations, throughout the full initiative lifecycle to identify challenges, design solutions, coordinate delivery, drive adoption, and enable continuous improvement.
- Serve as a trusted advisor and deep subject matter expert, influencing outcomes and driving alignment across stakeholders to advance capabilities, experiences, and operating model enhancements that support high net worth clients.
- Monitor industry trends, competitive developments, emerging wealth management capabilities, and regulatory changes; assess implications for the firm's Private Wealth strategy and recommend enhancements that strengthen advisor and client outcomes.
- Achieve results with and through others; serve as a mentor to others within Generations®.
What Experience You Need:
- 7+ years of experience of HNW, private wealth planning and/or investment management experience
- Bachelor's Degree required
- FINRA series 7 & 66 required within 6 months of hire
- CFP, CFA, CPA, or other advanced designation required
- Knowledge of wealth and investment management technologies, including Aladdin, FactSet, Bloomberg, MoneyGuide, and related tools and platforms.
- Strong understanding of the end-to-end investment management lifecycle, including the platforms, processes, data, operations, and governance that support it.
- Demonstrated ability to translate business strategy into future-state capabilities, operating models, technology investments, and strategic roadmaps.
- Experience identifying, evaluating, and solving complex business challenges through strategic recommendations, business cases, and actionable plans.
- Proven ability to partner effectively across technology, digital, data, operations, product, compliance, and business teams.
- Ability to lead ambiguous, enterprise-scale initiatives from strategy and problem definition through solution design, prioritization, execution, and adoption.
- Ability to assess the impact of product, platform, process, and technology decisions on advisor effectiveness and HNW client experiences.
- Demonstrated ability to translate business and investment management strategy into future-state capabilities, operating models, technology investments, and strategic roadmaps.
- Experience identifying and evaluating complex business challenges and developing strategic recommendations, business cases, and actionable plans.
- Ability to lead ambiguous, enterprise-scale initiatives from strategy and problem definition through solution design, prioritization, execution, and adoption.
What Could Set You Apart
- FINRA Series 24
- Experience with Salesforce Financial Services Cloud, Seismic, and high net worth performance reporting tools
- Demonstrated experience with business transformation efforts
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Numbers & Facts
| Location | Tempe, AZ |
| Industry | Financial Services |
| Company Size | 10,000 employees or more |
| Year Founded | 1922 |
| Website | http://careers.edwardjones.com/us/index.html |
About Company
Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.
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