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