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Department Leader, Client Transition

Location: Warrensburg
Posted on: January 22, 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.
The Department Leader in Client Transition is a critically important role focused on the strategic transition of client relationships as the result of a Financial Advisor retirement or in-career transition. This role is essential to ensuring the firm can achieve Financial Advisor growth goals for 2023 and 2024 through the successful execution of client transitions. The role leads two Team Leaders and a department of dedicated consultants focused on coaching branch teams to optimize their practice through capacity analysis and/or succession planning. These coaches also support recipients of client transition plans and provide veteran Financial Advisors with tailored support for their client transition plans including recipient selection, timing, compensation, branch support planning, teaming options, and real estate implications.

  • Bachelor degree or equivalent experience required.
  • Series 7 and 66 required.
  • 5 or more years of Edward Jones experience (directly supporting branch teams) required or equivalent experience within the financial services industry.
  • 2+ years of leadership/management experience required.
  • Project management experience strongly preferred.
  • Strong knowledge of advanced practice management levels.
  • Must have the ability to lead, manage, and develop multiple leaders, associates and programs.
  • Ability to develop and implement new business strategies to support future firm health and growth.
  • Strong marketing and presentation skills, as well as exceptional written and verbal communication skills, in order to effectively lead the firm's internal and external communication efforts regarding asset sharing programs.
  • Exceptional conflict resolution and negotiation abilities are required.
  • Exceptional understanding of the work, responsibilities, success factors, and expectations of the branch team in order to understand the impact that home office/department decisions have upon the clients and branches.
  • Strong collaborative skills in order to work with others and drive for results with General Partners, Regional Leaders, Financial Advisors, and associates in other departments/divisions. Proven ability to collaborate with multiple divisions to successfully execute on objectives.
  • Very strong coaching and consulting skills necessary in order to work with the most experienced veteran Financial Advisors.
  • Ability to set and effectively communicate direction.
  • Knowledge of Branch Training, Planning & Development, and FA Coaching policies/procedures.
  • General knowledge of human resources, legal and compliance policies as they relate to client transition situations.
    • 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: $90628 - $154313
              Category: Headquarters

Keywords: EDWARD JONES, Independence , Department Leader, Client Transition, Other , Warrensburg, Missouri

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