Team Leader

This job posting is anticipated to remain open for 30 days, from 26-May-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 Team Leader in Tailored Branch Support is responsible for leading a team of 20 associates who support our branch teams and clients via phone and written inquiries. A TBS Team Leader operates with influence and accountability, supporting business‑plan initiatives, leading decisions, and enabling department‑level projects. They manage risk, stakeholder relationships, enable firm‑wide transformation efforts, consistently applying business judgment to anticipate issues, implement solutions, and ensure impactful results. The critical responsibilities include:

Department/Team Performance: Ensure successful team performance by partnering with Department Leader to establish team goals, building relationships with associates to create an environment oriented to trust and open communication, and allocating resources to accomplish work in the most efficient and cost-effective manner.

Talent Leadership: Attract, Develop, and Retain Talent: Hold each associate accountable for meeting goals, coaching for continuous improvement by providing associates with timely, relevant feedback, partnering with the HR and Recruiting departments of the firm to ensure the most qualified candidates are selected for the role, ensuring associates are trained appropriately, providing support to all associates on their development plans, ensuring strong associate engagement and an inclusive work environment.

Project Management: Communicate division objectives and focusing team efforts on high priority actions that directly align to Firm/Division/Department goals, managing department and division projects and programs, applying change management and innovation techniques in order to successfully implement new processes.

Stakeholder Relationships: Contribute to relationships with critical stakeholders as well as peers in other divisions/departments, bringing an understanding of branch processes and workflow into critical relationships to advocate for the branch and help create an ideal client experience. Responsible for working with other areas in the firm, vendors and auditors. This includes engaging with these stakeholders, coordinating system or process improvements, and contributing to timely and effective problem resolution

Market/Firm/Industry Event Sensitivity: Stay up to date on internal/external market, firm, and/or industry events influencing workflow and stakeholders.

Escalations: Appropriately addressing client/branch escalations.

Leadership Responsibilities: Effectively managing a team with high regulatory, financial, control/risk, anticipating and analyzing issues and implementing solutions, serving as a backup for the Department Leader.

Decision Making:

• Decisions are non-routine and require the exercise of judgment that represents an assumption of business risk. When decisions have significant impact to the firm and our clients, they are subject to review by the Department Leader.
• Poor decisions could result in financial, tax, legal, regulatory and client service risk.
• Decision making will involve providing guidance and oversight of decisions made by associates responsible to the Team Leader, ensuring alignment with the firm's objectives and values.

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

Problem Solving:

• Must understand and consider upstream and downstream impacts, including impacts to the branch and client experience.
• Must identify, recommend and implement solutions regarding team processes, systems, regulations, resource allocation, and controls. Must provide direction to those responsible to them to help make informed decisions.
• Ability to recommend solutions to problems that are non-routine or in gray areas where little or no guidance is available.
• Must have knowledge of technology and tools available to identify and implement solutions and create process efficiencies for the team in a high-volume, deadline-driven environment.
• Current Series 7 license is required (SIE and Series 7 Top Off)
• Bachelor's degree or equivalent experience required
• 3+ years' management 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.

Required Skills/Abilities:

• Coach and develop associates
• Industry knowledge on specific products, processes, and regulations
• Strong analytical skills and ability to understand process and procedures
• Ability to adapt to and drive/support change
• Strong decision making and problem-solving ability

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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.