Strategic Partnerships Manager
Company: EDWARD JONES
Location: Warrensburg
Posted on: May 13, 2022
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Job Description:
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000 branch offices where our
more than 7 million clients live and work. In a typical branch
office, a financial advisor meets with clients and receives branch
office support, so they can focus on building deep relationships
with clients. Headquarters associates in St. Louis, Tempe and
Mississauga provide support and expertise to help U.S. and Canada
branch teams deliver an ideal client experience. We continue to
grow to meet the needs of long-term individual investors.
Opportunity Overview: Strategic Partner Integration is seeking a
Product Manager to help lead the integration of our strategic
partners' capabilities and resources across the firm to accelerate
firm initiatives, strategic priorities and elevate the branch and
client experience. This position predominantly focuses on
intentional collaboration and connectivity across the organization
to understand the needs of the business in order to identify
opportunities for strategic partners to serve as a lever and/or be
part of the consideration set in terms of a solution. This position
requires an individual who can demonstrate a strong ability to
collaborate, communicate with impact to internal/external
stakeholders and identify needs to strategically plan and execute
on a recommended solution with and through our strategic partners.
Being effective in this role requires a high degree of influence
and decision-making when interacting with other departments and
divisions, including senior leadership. This role also provides for
the opportunity to join a team that is helping the firm to envision
how Edward Jones partners beyond our existing partners to support
our transformation and the needs of our client now and in the
future. Responsibility Summary: Identify and lead opportunities to
collaborate across business lines and the enterprise to properly
position and advocate for strategic partner capabilities and
resources. Support internal departments and committees in making
informed decisions as it relates to the option to partner.
Responsible for the relationship management of partners of moderate
to significant size, complexity, and impact with regard everything
beyond the product. Help influence and consult on the business plan
in order to properly align with the firm's strategic priorities and
initiatives. Resolve broad to moderately complex issues involving
the strategic partner. Routinely interface with strategic partner
peer contacts and leadership. (i.e., relationship managers,
division managers/heads) Serve as a subject matter expert on
strategic partner capabilities (i.e., insights, intellectual
capital, tools, value-add etc.) and resources to appropriately
represent a partner's abilities to provide an innovative solution
to a business need. Act as a thought leader representing the team,
division, and firm as a part of product partner events as needed.
Bring together the team's working knowledge of a business need and
the appropriate strategic partner to creatively co-create and
design-build programs (i.e., education, learning & training) that
support our Financial Advisors and branch teams. Establish and
maintain an understanding of the regulatory environment and the
rules and policies that impact strategic partners. Participate in
broad firm, division and department efforts as needed to represent
the team. (i.e., cross-divisional projects, internal committees,
strategic summits etc.) Leverage your talent to help the team drive
the future approach to wholesaler support for our branch team and
their evolution. Develop and maintain working relationships with
internal constituents (i.e., Products, Compliance, Legal, Branch
Development, Advice & Guidance, Marketing, Solutions) Lead certain
additional responsibilities specific to the team or area. (i.e.,
process improvement) Qualifications Required in the Job:
Education/Certification: Bachelor's degree required. Series 7, 66
required with a relevant industry designation(s) preferred. (i.e.,
AAMS, CFP, ChFC) Years of Experience: Generally, 7 years of
relevant financial services experience. Broad knowledge of the
industry landscape and Edward Jones' business. Functional Knowledge
Strong interpersonal skills are necessary to express ideas and
communicate with impact to other areas of the firm, strategic
partners and senior leadership. Ability to represent the firm and
Home Office by meeting with strategic partner firms, field
leadership and branch teams. High level of professionalism and
integrity. Strong written, verbal and presentation skills. Ability
to partner effectively, connect and collaborate in a team-based
environment. Broad and some advanced knowledge of product line
products Strong technical aptitude and analytical skills
Intermediate proficiency with systems and tools such as MS Office,
Zoom etc. Problem Solving: Problems faced by associates in this
role tend to be complex and unstructured. Achieves results with
minimal guidance from their leader and team members. Ability to
apply sound judgment to formulate recommendations by analyzing
existing information and being resourceful to ensure a broader
understanding of the problem if needed. Decision Making: The
decisions in this position are medium to high in impact. Span of
Influence: The span of influence in this position is medium to
high. 2021 FORTUNE 100 Best Companies to Work For-- By Great Place
to Work-- and FORTUNE Magazine --- Edward Jones was named No. 20 on
the list. From FORTUNE --2021 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments. 2021 Corporate Equality
Index --- Edward Jones joins the ranks of 767 major U.S. businesses
that received top marks in the Foundation---s 19th annual scorecard
on LGBTQ workplace equality. From The Human Rights Campaign. All
Rights Reserved 2021 Training Top 100 list - Edward Jones ranked
No. 19, up six spots from last year in its 21st consecutive year on
this prestigious list. J.D. Power, 2021 --- Edward Jones has ranked
"highest in Employee Advisor Satisfaction among Financial
Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor
Satisfaction Study. Edward Jones received the highest score among
employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015,
2017-2021 Financial Advisor Satisfaction Studies of employee
advisors--- satisfaction among those who are employed by an
investment services firm. Visit jdpower.com/awards for more
information. Edward Jones does not discriminate on the basis of
race, color, gender, religion, national origin, age, disability,
sexual orientation, pregnancy, veteran status, genetic information
or any other basis prohibited by applicable law. At Edward Jones,
we value and respect our associates and their contributions, and we
recognize individual efforts through a rewards program that
promotes a long-term career, financial security and well-being.
Visit our career site to learn more about our total compensation
approach, which in addition to base salary, typically includes
benefits, bonuses and profit sharing. The salary range for this
role is based on national data and actual pay is based on skills,
experience, education, and other relevant factors for a potential
new associate: Salary: $90628 - $154313 Category: Headquarters
Keywords: EDWARD JONES, Independence , Strategic Partnerships Manager, Executive , Warrensburg, Missouri
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