Private Wealth Solutions Specialist

Edward Jones

4d

About The Position

Join Edward Jones Generations® and help shape the future of platforms, ecosystems, and investment management for high-net-worth clients and their advisors. This strategic role combines wealth management expertise, technology and data fluency, and enterprise leadership to define future-state capabilities, address complex challenges, and turn the firm's vision into an actionable roadmap. The role is known internally as Senior Advising Specialist.

The specialist partners with Generations® leaders and cross-functional teams to enhance the firm's capabilities, platforms, and operating model supporting high-net-worth clients. They assess current and future-state capabilities, develop business cases and strategic recommendations, guide enterprise initiatives from strategy through adoption, and advise stakeholders on enhancements to advisor and client outcomes. The role also monitors industry, competitive, and regulatory developments and mentors others within Generations®.

Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week. The posting does not specify a work arrangement for other candidates.

Requirements

• At least 7 years of experience in high-net-worth or private wealth planning and/or investment management.
• Bachelor's degree required.
• FINRA Series 7 and Series 66 required within six months of hire.
• CFP, CFA, CPA, or another advanced designation required.
• Knowledge of wealth and investment management technologies, including Aladdin, FactSet, Bloomberg, MoneyGuide, and related tools and platforms.
• Strong understanding of the end-to-end investment management lifecycle, including supporting platforms, processes, data, operations, and governance.
• Ability to translate business and investment management strategy into future-state capabilities, operating models, technology investments, and strategic roadmaps.
• Experience identifying and evaluating complex business challenges and developing strategic recommendations, business cases, and actionable plans.
• Ability to partner effectively across technology, digital, data, operations, product, compliance, and business teams.
• Ability to lead ambiguous, enterprise-scale initiatives from strategy and problem definition through solution design, prioritization, execution, and adoption.
• Ability to assess how product, platform, process, and technology decisions affect advisor effectiveness and high-net-worth client experiences.

Nice To Haves

• FINRA Series 24.
• Experience with Salesforce Financial Services Cloud, Seismic, and high-net-worth performance reporting tools.
• Demonstrated experience with business transformation efforts.

Responsibilities

• Partner with Generations® leaders and teams to define, enhance, and evolve firm capabilities, platforms, and operating models supporting the high-net-worth client experience.
• Evaluate current and future-state capabilities, processes, and infrastructure to identify opportunities aligned with business operations, advisor needs, client expectations, and strategic objectives.
• Lead the identification, prioritization, and development of business capabilities required for Generations® initiatives, long-term growth strategies, and investment roadmaps.
• Develop business cases and strategic recommendations to inform investment decisions, capability roadmaps, and initiative prioritization.
• Collaborate with stakeholders and cross-functional teams, including Digital, Service, Field Supervision, Compliance, Legal, and Operations, throughout initiative lifecycles to identify challenges, design solutions, coordinate delivery, drive adoption, and enable continuous improvement.
• Serve as a trusted advisor and subject matter expert, influencing outcomes and aligning stakeholders to advance capabilities, experiences, and operating model enhancements for high-net-worth clients.
• Monitor industry trends, competitive developments, emerging wealth management capabilities, and regulatory changes; assess implications for the firm's Private Wealth strategy and recommend enhancements.
• Achieve results with and through others and mentor colleagues within Generations®.

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 at no cost to associates.
• Basic life and basic AD&D coverage at no cost to associates.
• 401(k) retirement plan.
• Health savings account and flexible spending account.
• Ten paid holidays.
• 15 days of vacation for new associates beginning on January 1 of each year.
• Sick time and personal days.
• Paid day for volunteerism.
• Associates may be eligible for bonuses and profit sharing.
• Employee Assistance Program for all associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior