Product Manager

Edward Jones

11d

About The Position

The Product Manager supports Edward Jones' Workplace Retirement Products team, which manages the firm's workplace retirement offering and relationships with retirement service providers. The role advances workplace retirement product and distribution strategy through cross-functional collaboration, partner relationship management, content development, and initiatives that improve branch team capabilities and client experiences. The Product Manager executes the firm's workplace retirement strategy; manages relationships with recordkeepers, third-party administrators, custodians, and other providers; and serves as a subject matter expert on workplace retirement plans and the retirement plan ecosystem. The role works with internal stakeholders to develop learning resources and innovative products, platforms, processes, and services, while monitoring relevant regulatory and industry developments and evaluating provider performance. The position requires a bachelor's degree and at least seven years of relevant financial services experience. Series 7, 66, and life/health licenses are required within 12 months of hire.

Requirements

Bachelor's degree required.
Series 7, 66, and life/health licenses required within 12 months of hire.
At least 7 years of relevant financial services experience.
Deep understanding of workplace retirement plans, including 401(k), profit-sharing, and related defined contribution plan structures.
Strong knowledge of retirement plan service providers, including recordkeepers, TPAs, custodians, and fiduciary support organizations.
Ability to translate complex retirement industry concepts into practical guidance, training, and business-building resources.
Demonstrated ability to build and manage strategic partner relationships and influence outcomes across internal and external stakeholders.
Strong analytical, communication, and collaboration skills, including the ability to lead initiatives across multiple business functions.

Nice To Haves

A quantitative bachelor's degree discipline, such as finance, economics, accounting, mathematics, engineering, or actuarial science.
Progress toward an advanced degree or relevant industry designation(s).
Insurance experience.

Responsibilities

Execute the firm's Workplace Retirement Products strategy, ensuring branch teams have access to retirement plan solutions, provider support, and educational resources.
Manage strategic relationships with recordkeepers, TPAs, custodians, and other retirement service providers, including business planning, service enhancements, product capabilities, issue resolution, and ongoing relationship management.
Serve as a subject matter expert on workplace retirement plans and the broader retirement plan ecosystem, including plan design, administration, fiduciary considerations, participant outcomes, and industry trends.
Partner with Practice Management, Training, and other stakeholders to develop content, resources, and learning experiences for branch teams.
Gather insights, conduct analysis, and collaborate with internal and external stakeholders to develop and execute solutions that improve products, processes, and service experiences.
Collaborate on integrated platforms, systems, tools, and processes that support business growth and improve client and branch team experiences.
Monitor legislative, regulatory, tax, and industry developments affecting workplace retirement plans and providers, and help evaluate impacts and appropriate responses.
Influence partner strategy and roadmap discussions to align provider capabilities with firm objectives, client needs, and advisor expectations.
Evaluate partner performance and industry offerings to identify opportunities to improve capabilities, service delivery, operational efficiency, and value.
Represent Workplace Retirement Products in cross-divisional initiatives, industry events, and partner meetings, and contribute to training, content development, and strategic projects.

Benefits

Medical and prescription drug coverage.
Dental and vision coverage.
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 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.