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Associate Product Manager- Retirement Income

Location: Kingsville
Posted on: November 23, 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.Edward Jones is undergoing a major initiative in how we help our FAs and Clients visualize, optimize and materialize retirement for potentially all 7 million+ clients and branch teams.

As an Associate Product Manager, you will be an integral team member of the Retirement Products team within Edward Jones' Wealth Management Advice and Solutions division. The Retirement Products team, including Retirement Income, Individual Retirement Accounts, Workplace Plans and Annuities, is responsible for Edward Jones's retirement initiatives including our existing and new investment solutions. Your role will require significant data management and analysis experience that will support high-impact, complex business projects, delivering the right results and championing change. While focused on data analysis and management within the Retirement Products team, we envision this candidate transitioning to a Product Manager role depending on aptitude and interest.

Key Responsibilities: Conduct meaningful descriptive data analysis to inform business decisions. Primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems.Review the effectiveness of programs, perform calculations, summarize, and present insights to enhance future efforts using appropriate descriptive statistical methods.Create data visualizations that simplify complex information in a robust, accurate, and appealing visual story that engages end users and drives them to action.Design and execute measures, KPIs and descriptive analytic analysis by leveraging business acumen and analytic acumen.Work with stakeholders throughout the organization to identify opportunities for leveraging data & analytics to drive business outcomes.
Span of Influence:
The span of influence in this position is moderate. Regularly interface with associates in Products, Product Review, Marketing, Data Analytics and Solutions.
Position Requirements:

Bachelor's degree Series 7, 66 required within 12 months of hire.Generally, 3+ years of relevant financial services and data analysis experience.
Progressive experience interacting with various database and file storage systems, data manipulation language (i.e. SQL), and/or data visualization tools (i.e. Tableau, Power BI).Ability to prioritize and execute on multiple tasks/projects and adjust to changing priorities with minimal leader inputAdvanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives
Degree in a quantitative discipline (Finance, economics, accounting, math, engineering, actuarial science, etc.).Experience using statistical tools such as R & Python.
  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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. 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: $76798 - $130764
      Category: Headquarters

Keywords: EDWARD JONES, Independence , Associate Product Manager- Retirement Income, Executive , Kingsville, Missouri

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