Team Leader - Digital Portfolio Operations
Company: EDWARD JONES
Location: Warrensburg
Posted on: January 21, 2023
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.
Team Overview:
Our vision in Digital Portfolio Operations is to be the invaluable
partner to the Digital Portfolios by bridging execution excellence
with operational intelligence.
The Products & Services we provide to the Digital Portfolios
include:
- Strategic Enablement: Business Alignment, Engagement Model and
Stakeholder Feedback
- Delivery Excellence: Resource/Financial Planning, Metrics &
Analytics, Reporting and Insights & Storytelling
- Team Enablement: Onboarding, Tools & Process Optimization, and
Content Management What You'll Do:
- Provide leadership for a team of Product Operations Managers
(POMs) who provide operational support for the Digital Product
Portfolios - ensure the timely execution and quality of the work
the team performs
- Manage people leadership, talent development, and mentoring to
associates through coaching, timely feedback and holding the team
accountable for results
- Align team strategies, responsibilities and priorities with
strategic direction of the Firm & the Digital Division
- Develop a solid understanding of the team's systems, tools,
processes, and reporting
- Drive continuous improvement through operational best practices
and evolving new capabilities
- Establish effective relationships across portfolio leaders,
departments/teams, vendors & other stakeholders Qualifications:
What Experience You'll Need:
- Bachelor's degree required
- 5+ years of related business experience with increasingly
responsible positions. Experience includes leading teams, planning,
setting strategy and direction, and leading large, complex
efforts.
- 1+ years of people leadership experience including demonstrated
ability to deliver results through others.
- 5+ years of project management or Agile/product management
experience.
- Experience mentoring associates in similar role (project
leaders, POMs)
- Ability to multi-task and effectively lead during ambiguity
and/or a fast pace of change What Could Set You Apart:
--- MBA or graduate degree preferred
--- Project management certification (PMP) or Agile Certification a
plus
--- Experience in planning for execution in Agile and Agile
Transformations preferred
- 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. 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: $106916 - $182047
Category: Headquarters
Keywords: EDWARD JONES, Independence , Team Leader - Digital Portfolio Operations, Hospitality & Tourism , Warrensburg, Missouri
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