Associate Product Manager - Wealth Management Advice and Solutions

Edward Jones

1d•Hybrid

About The Position

The Managed Investments team is seeking an Associate Product Manager to partner with product leaders, business stakeholders, and external partners to support the development, management, and execution of product strategies that help financial advisors deliver exceptional client outcomes. Products supported include mutual funds, ETFs, UITs, 529 Plans, and Donor-Advised Funds. This role bridges analytical execution and product ownership responsibilities, using data, market insights, and stakeholder feedback to drive decision-making and continuous product improvement.

Requirements

Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields)
Series 7 and Series 66 required (or ability to obtain within 12 months of hire)
3+ years of relevant financial services, investment, product management, product strategy, business analysis, or related experience
Demonstrated ability to collaborate across teams and influence stakeholders without direct authority.
Proficiency with Microsoft Office tools and experience with reporting, analytics, or visualization platforms such as Tableau or similar tools.

Nice To Haves

Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred

Responsibilities

Collaborate with Product Managers and leadership to develop, execute, and enhance product strategies aligned with firm priorities and client needs.
Gather, analyze, and synthesize data, business insights, market trends, and stakeholder feedback to identify opportunities, risks, and recommendations.
Support the management of product and partner relationships of moderate size and complexity.
Help evaluate product performance, competitive positioning, advisor adoption, and client impact to inform product decisions.
Maintain assigned product portfolios and contribute recommendations related to product enhancements, launches, lifecycle management, and partner changes.
Assist in the development and execution of business plans that align with the firm’s strategic direction.
Partner with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support product initiatives and resolve issues.
Ensure product communications, educational materials, and partner support resources are accurate, effective, aligned with firm messaging, and compliant.
Serve as a developing subject matter expert for assigned product areas and maintain knowledge of product features, benefits, pricing, industry trends, and regulatory developments.
Lead selected initiatives and process improvement efforts with limited guidance while contributing to broader divisional and cross-functional projects.
Support risk identification and mitigation efforts to maintain product quality, client outcomes, and business continuity.