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Strategic Partnerships Manager

Company: EDWARD JONES
Location: Warrensburg
Posted on: June 24, 2022

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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