Senior Team Leader

Edward D Jones & Co LP
  • Tempe, AZ
    3 days ago

    Job Description

    This job posting is anticipated to remain open for 30 days, from 24-Aug-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.

    The Performance Senior Team Leader in Tailored Branch Support leads a small team of Solution Specialists and partners with Team Leaders to support underperforming associates. This role focuses on performance recovery through targeted coaching, customized development plans, and structured support to help associates return to consistent productivity. It reinforces accountability, standards, and behavioral alignment while collaborating closely with frontline leadership.

    Senior Team Leaders operate with a high level of autonomy and influence, leading complex initiatives, driving department priorities, and making key decisions with minimal oversight. They mentor leaders, manage high-risk stakeholder relationships, contribute to transformation efforts, and can step in as interim Department Leader when needed.

    What You'll Do:

    • Performance Recovery: Identify at-risk associates, assess root causes, deliver targeted coaching, and implement tailored improvement plans to support successful reintegration.
    • Training & Upskilling: Provide focused retraining on quality, productivity, systems, and SOPs while improving training approaches to address gaps.
    • Behavioral Coaching: Address attendance, engagement, and conduct issues; reinforce expectations and company values; and partner with HR on compliance and documentation.
    • Leader Partnership: Support leaders with coaching strategies and performance management, reducing time spent on prolonged issues.
    • Data & Insights: Track outcomes, analyze trends, and recommend improvements to processes and training.
    • Project Management: Lead department and division initiatives, align team efforts to priorities, and implement change through effective planning and execution.
    • Stakeholder Management: Build relationships across teams, advocate for branch needs, and support an optimal client experience.

    Travel Requirements: Will be asked to travel to participate in meetings, training sessions, etc.

    What Experience You Need:

    • Series 7 license is required (SIE and Series 7 Top Off)
    • Bachelor's degree or equivalent experience required
    • 3+ years leadership experience in financial services industry or 2+ years financial services experience along with 3+ years of non-industry specific leadership experience or successful completion of Leadership Development course required
    • A diverse background across numerous areas of the division, firm, and/or industry is a plus. Experience in more than one Service area preferred, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.
    • Advanced coaching and conflict management skills

    What Could Set You Apart:

    • Series 66 is a plus

    Please note that the hours for this position will support the MST/PST time zones and will be 9-6pm CST.

    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

    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

    LocationTempe, AZ

    Skills

    • Blogunmatched
    • Coachingunmatched
    • Conflict Resolutionunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Diversityunmatched
    • Documentationunmatched
    • Financial Servicesunmatched
    • Flexible Spending Accountsunmatched
    • Fortune 500 Customersunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Performance Managementunmatched
    • Project/Program Managementunmatched
    • Risk Analysisunmatched
    • Risk Managementunmatched
    • Root Cause Analysisunmatched
    • Series 66unmatched
    • Standard Operating Procedures (SOP)unmatched
    • Tax Planningunmatched
    • Team Lead/Managerunmatched
    • Time Managementunmatched
    • Trend Analysisunmatched
    • Willing to Travelunmatched

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