Product Analyst II - Wealth Management Advice and Solutions

Edward Jones

About The Position

The Managed Investments team is seeking a Product Analyst II to support product strategy, partner management, business analysis, and execution across the product lifecycle. The role covers mutual funds, ETFs, 529 plans, and donor-advised funds, using data, market insights, and cross-functional collaboration to identify opportunities, improve advisor and client outcomes, and advance strategic initiatives. The analyst supports product and partner relationships, develops business recommendations, leads selected initiatives, and contributes to the growth and optimization of the firm's managed investment offerings. The position collaborates with product leaders and stakeholders across Compliance, Legal, Operations, Service, and Finance. It supports product analysis and communications, maintains performance reporting, develops expertise in assigned product lines and regulatory considerations, and leads select workstreams and process improvements with guidance from team leadership. Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office three days per week before June 1, 2026, preferably Tuesday through Thursday, and four days per week effective June 1, 2026.

Requirements

Bachelor’s degree required.
Series 7 and Series 66 required within 12 months of hire.
Generally, 1 or more years of relevant financial services, business analysis, product, or investment experience.
Strong analytical, organizational, and critical-thinking skills.
Effective written and verbal communication skills.
Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.
Demonstrated ability to collaborate across teams and manage multiple priorities.

Nice To Haves

A degree in a quantitative discipline, such as finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or a related field.
Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA, or similar credentials.
Three or more years of relevant financial services experience.
Experience using data analysis and reporting tools such as SQL, Snowflake, or similar platforms to analyze and interpret data in support of business and product decisions.

Responsibilities

Partner with product leaders and team members to support product strategy, development, and execution.
Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
Support product and partner relationships of limited to moderate complexity.
Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
Lead selected workstreams and process improvement opportunities with guidance from team leadership.
Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
Participate in division, firm, and industry initiatives as needed.

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
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
Potential eligibility for bonuses and profit sharing
Employee Assistance Program