Senior Product Manager - High Net Worth Solutions & Partnerships

Edward Jones•Tempe, AZ

54d•Hybrid

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Team Overview: Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management - Products area, is responsible for the development and execution of the firm's Networks and Alliances strategy, roadmap and standards as well as the HNW Solutions strategy and roadmap. We build, grow and nurture the networks and alliances ecosystem needed to deliver a comprehensive wealth management offering to meet multiple client segments' complex needs through both our HNW and branch channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions, real estate, other specialty HNW solutions, and more. As part of this team, you will have an opportunity to shape Edward Jones' Networks and Alliances and HNW strategy, cultivate industry relationships, and collaborate with matrixed teams to deliver against our products and services roadmap.

Requirements

Bachelor's degree required with quantitative discipline preferred (e.g. business, finance, economics, accounting, etc.).
6-10 years of relevant financial services experience
Product management, product strategy/development, and or consulting experience strongly preferred
Series 7, 66 required within 12 months of hire.
Strong cross-functional leadership and ability to influence without authority to deliver shared goals
Ability to navigate ambiguous and complex business situations to drive towards action and results
Data driven problem solving and decision making
Plan, organize and prioritize across multiple bodies of work
Highly collaborative with solid written, verbal and presentation skills
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to comply with Edward Jones policies, which are currently to work in the office three days per week, with preference for Tuesday through Thursday.

Nice To Haves

Broad and some advanced knowledge of HNW products and services
Experience establishing and cultivating industry networks and centers of influence
Experience in High Net Worth client wealth management
Progress toward advanced degree or relevant industry designation(s) preferred (e.g., MBA, CFP, CFA, â¯ChFC,)
Strong technical aptitude and analytical skills

Responsibilities

Work closely with the Networks, Alliances, and HNW Solutions Director and/or General Partner to develop and execute the roadmap and strategy to ensure Edward Jones has necessary products and services available to meet multiple client segments' needs.
Lead and influence cross-functional teams across Business Segments, Ventures, Products and other areas to design, develop, operationalize and manage innovative networks and alliances and HNW solutions. Determine the data, insights and analysis needed to inform product strategy and development.
Responsible for referral network member, product or service partner, strategic alliance relationships and/or matrixed team relationships of significant size, complexity, number and impact to:
Manage and maintain their portfolio of services including making recommendations to firm governance committees to add/remove/change products, services or vendors as needed.
Identify gaps and opportunities in products and services. Shape and drive execution of business plans that align with the strategic direction of the firm.
Determine optimal path to market for a given solution across referral, partner or alliance and build and maintain the product or service in line with networks and alliances framework and standards.
Influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
Resolve complex/broad product and service partner or referral member issues as escalated. Determine root cause and apply systems thinking to prevent future occurrences.
Regularly collaborate with both internal and external network and alliance peer contacts (e.g. relationship managers, WMFM, Ventures, Branch Teams, Legal, Compliance, Risk, Operations, Digital).
Ensure that products and services literature, thought leadership and enablement resources are effective, aligned with key firm messages, and compliant. Lead the design of efficient and effective ongoing processes and controls.
Assist in the coordination and alignment of the partner and/or referral member relationship management activities described above across all Networks and Alliances solutions and firms.
Serve as a subject matter expert for the assigned Networks, Alliances, and HNW Solutions for the firm.â¯ Includes advanced knowledge of multiple products and services, features, benefits, pricing, etc.
Lead broad division, firm or industry initiatives and events as needed to represent the product or service line in alignment with firm strategy
Understand and interpret the rules and potential changes in the tax, legal and regulatory environment impacting HNW solutions. Make recommendations that help shape the firm's position with respect to tax, legal and regulatory issues for these products/programs.
Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm.
Mentor team members and assist in the ongoing development of their subject matter expertise.

Benefits

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Associates may be eligible for bonuses and profit sharing.
All associates are eligible for the firm's Employee Assistance Program.
For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

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