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Product Manager

Location: Windsor
Posted on: November 25, 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.As a Product Manager, you will help orchestrate the product management and development activities for the firm's managed account offerings across the organization. You will have an opportunity to build and maintain a strong network of business relationships, and partner with them on challenges, opportunities, and solutions. You help lead cross-functional teams of colleagues from portfolio management, operations, marketing, and development to improve our investment platforms to better meet the needs of our clients.

Day-to-day responsibilities of the Product Manager include, but are not limited to:
--- Collaborate with team members to support the development and execution of Investment Advisory Platform (IAP).
--- Develop and facilitate an intake and prioritization process within IA for new efforts, including alignment of with work already identified.
--- Work with the Senior Product Managers and the Digital Products Teams (DPTs) to get new efforts prioritized on the Digital roadmaps.
--- Work with business owners to track progress on the delivery of non-technology items that have been approved by IA leadership.
--- Ensure alignment between DPT roadmaps and the IAP Master Plan and Targeted Outcomes & Timeline, which includes working to get a resolution on any differences between the plans.
--- Assess if the expected value/benefits of the effort were realized based on the measures of success defined from the intake process.
--- Ensure alignment with Client Strategies Group (CSG) project managers, Digital product managers, and IA leadership.
Position Requirements:
--- Bachelor's degree required.
--- 5 years of professional experience in financial services, product management, or strategic planning/consulting experience preferred.
--- Work toward master's degree or other financial certification preferred (CFA, CFP, CIMA, etc.).
--- Series 7 and 66 are required within 6 months of hire.

Qualifications for the Ideal Candidate:
--- Strong client focus and the ability to think in terms of the client experience and perspective.
--- Strong ability to collaborate with and influence others to gain consensus and alignment to drive change.
--- Ability to succeed in an ambiguous and fast-changing environment.
--- Brings solutions instead of problems by challenging the status quo.
--- Ability to exercise good judgment to identify, prioritize and resolve problems.
--- Demonstrated success in driving for results.
--- Expert -level knowledge of advisory programs, systems, tools, and workflow is a plus.

  • 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: $90628 - $154313
      Category: Headquarters

Keywords: EDWARD JONES, Independence , Product Manager, Executive , Windsor, Missouri

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