Director, Alternative Investment Strategy
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About The Position
The Director of Alternatives Strategy will influence the recommended product strategy for the Edward Jones Advice & Guidance (A&G) Department. Using prior experience in leading or conducting alternatives research or product strategy (ideally, in retail product channels), the Director will liaise with A&G teams and other areas such as (High Net Worth, Products, Wealth Management Consultation, et al.) integral to the business strategy for alternatives adoption, and will work to prioritize types of new alternatives that would optimally be available for Edward Jones Financial Advisors and Clients, first through the firm's High Net Worth offering, and later through a broader set of branch teams for certain clients meeting criteria. The Director will optimize potential areas of focus based on practical business considerations, client marketplace dynamics, industry trends in alternative offerings and organizational constraints and dynamics when formulating recommendations on paths forward. The Director may have a background in alternatives due diligence research, including at the strategy level and holistic client portfolio construction level, but this is not strictly necessary. However, the Director should be able to advise on, influence and lead key components of alternative investment buildout projects with multiple stakeholders at large organizations. This role is not currently contemplated to have direct reports now or in the near term, but that could evolve or change depending on the organization's appetite for a more rapid expansion into alts in the coming years.
