Operations Department Generalist, Operations

Edward Jones

About The Position

The Operations Department Generalist supports critical functions within the External Transfers & Insights Department in the Operations division. The role serves as a bridge between associates and their leader, applying advanced operational and technical knowledge to support leaders, associates, and branches in executing departmental priorities, initiatives, and business objectives. The Generalist oversees vendor partnerships, resolves complex issues and escalations, monitors departmental performance, and supports associate development through quality reviews, feedback, coaching, and knowledge sharing. The position also uses data and reporting tools to identify trends, operational risks, capacity impacts, and service-delivery improvements. It partners with stakeholders to evaluate processes, document business requirements, and recommend practical improvements. The Generalist contributes to the development, testing, implementation, and adoption of process improvements, reporting solutions, and automated workflows, using operational insights to support decisions and measure results.

Requirements

At least 5 years of experience in a financial services environment, such as brokerage, banking, or insurance.
Experience with high-risk complex processing, process improvements, onshore processes, and oversight of offshore procedures.
Appropriate securities registrations are required if required for the work performed in the department.

Nice To Haves

A bachelor's degree or relevant work experience is preferred.
Series 99 license is preferred.
Series 7 license is preferred.

Responsibilities

Support execution of departmental priorities, initiatives, and business objectives for the External Transfers & Insights Department.
Provide oversight and accountability for vendor partnerships, including performance expectations, service commitments, operational standards, issue resolution, and continuous improvement.
Resolve complex issues and escalations and contribute expertise toward team goals and service commitments.
Monitor, analyze, and report departmental performance, including timeliness, quality, productivity, and other established metrics; identify trends and improvement opportunities.
Conduct quality reviews, provide constructive feedback, and support associate development through knowledge sharing, coaching, and reinforcement of best practices.
Use data analysis and reporting tools to identify trends, operational risks, capacity impacts, and opportunities to enhance service delivery and business outcomes.
Partner with leaders, associates, and business stakeholders to evaluate processes, identify inefficiencies, and recommend practical solutions that improve effectiveness, consistency, and scalability.
Learn new technologies, business processes, and automation solutions, and help translate business needs into actionable improvement opportunities.
Participate in developing, testing, implementing, and adopting process improvements, reporting solutions, and automated workflows.
Use data and operational insights to support decision-making, prioritize improvement opportunities, and measure the effectiveness of implemented solutions.
Collaborate with cross-functional partners to gather requirements, document business processes, and contribute to initiatives that enhance associate, branch, and client experiences.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage, provided at no cost to associates
Basic life and basic AD&D coverage, provided at no cost to associates
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Potential eligibility for bonuses and profit sharing
Employee Assistance Program