Associate Product Manager-Cash and Banking

Found in: Careerbuilder One Red US C2 - 2 weeks ago

Columbia MO United States EDWARD JONES Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Team Overview:
The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs.

The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm.

The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. 

What You Will Do:

  • Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals.
  • Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners.
  • Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development.
  • Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders.
  • Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: 
    • Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed,
    • Help shape and execute business plans that align with firm strategic direction,
    • Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant,
    • Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience,
    • Resolve moderately complex / broad product partner issues as escalated,
    • Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers)
  • Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders.
  • Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.)
  • Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed.

What Experience You Need

  • Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus.
  • Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire.
  • 3+ years of financial services, product management, or consulting experience.

What Could Set You Apart:

  • Reporting, data querying, and/or financial modeling experience
  • Progress towards advanced degree, such as an MBA
  • Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.)
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesEdward 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: $81750 - $139194
Category: Headquarters

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