Team Leader

Edward Jones

6d

About The Position

Edward Jones’ Tailored Branch Support team is seeking a Team Leader to lead approximately 20 associates who support branch teams and clients through phone and written inquiries. The role is accountable for team performance, talent development, stakeholder partnership, and execution of department and firm initiatives in a highly regulated environment.

The Team Leader leads and develops associates by setting goals, driving performance, and fostering trust, engagement, and accountability. The role attracts, develops, and retains talent through coaching, feedback, performance management, and partnership with HR and Recruiting. It aligns team efforts with department and division priorities, manages projects and change, builds stakeholder relationships, advocates for branch teams, and enhances the client experience. The position also handles client and branch escalations and supports transformation, process improvement, and talent development initiatives.

Working hours are 8 a.m.–5 p.m. MST. Candidates living within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home office locations are expected to work in the office four days per week.

Requirements

• Current Series 7 license is required (SIE and Series 7 Top Off).
• Bachelor's degree or equivalent experience required.
• At least 3 years of management experience in the financial services industry, or 2 or more years of financial services experience along with 3 or more years of non-industry-specific leadership experience, or successful completion of a Leadership Development course.
• Ability to coach and develop associates.
• Industry knowledge of specific products, processes, and regulations.
• Strong analytical skills and ability to understand processes and procedures.

Nice To Haves

• A diverse background across numerous areas of the division, firm, and/or industry.
• Experience in more than one Service area, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency in increasingly complex responsibilities.

Responsibilities

• Lead and develop a team by setting goals, driving performance, and fostering a culture of trust, engagement, and accountability.
• Attract, develop, and retain talent through coaching, feedback, performance management, and partnership with HR and Recruiting.
• Align team efforts to department and division priorities by managing projects, initiatives, and change.
• Build and maintain strong stakeholder relationships, advocate for branch teams, and enhance the client experience.
• Manage client and branch escalations and ensure timely, effective resolution.
• Use sound business judgment in a risk-sensitive environment, anticipate issues, and implement solutions.
• Support and deliver department and firm initiatives, including transformation efforts, process improvements, and talent development strategies that enhance branch support operations and client experience.

Benefits

• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage
• 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

What This Job Offers

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