Manager - High Net Worth Client Development

1 month ago

Tempe, United States Edward Jones Full time
Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

The HNW Client Development Manager will be a part of the High-Net-Worth Business Unit, which focuses on the holistic offering and experience for High-Net-Worth clients of Edward Jones. The HNW Client Development Manager is a non-people leader position and is responsible for the execution of key High Net Worth client acquisition and development strategies, enabling advisors to win new business and expand existing business through the extensive resources of our home office and High Net Worth offering. This position will support the team serving as the primary point of contact between financial advisors and the High Net Worth offering, identifying business opportunities across the advisor population, and aligning them to the best support and service model that most addresses the clients' needs. This role will implement operational efficiencies to manage a high volume of HNW business cases and ensure timely execution of next steps to connect Financial Advisors with the team(s) that will support their client and prospect opportunities. They will be responsible for the overall program management of the HNW Client Development team, including tracking and reporting on progress to business leadership and key stakeholders.

Key responsibilities include:
  • Business Development: Support the team's engagement Financial Advisors and Market Management, and create organized environment for advisors to build relationships with High Net Worth clients and prospects by taking advantage of the various resources and support models that exist within the High Net Worth offering. Facilitate the business development into the High Net Worth service models to support achieving ambitious incremental asset targets. Increase Advisor adoption of the Firm's High Net Worth offering by proactively consulting and advising FAs to deliver value-added strategies that meet client needs.
  • Strategy Support: Identify opportunities to refine the business's client acquisition and prospecting strategies to generate scalable growth. Examples may include supporting the integration of internal and external professional networks that identify and develop prospective High Net Worth client relationships, including opportunities for professional referral networks.
  • Cross-function collaboration: Lead the collaboration efforts across various HNW service models representing the business cases sourced from advisors and ensuring smooth handoffs to the client services teams.
  • Enhance Branch Experience: Develop and lead engagement processes that drive a positive branch experience through sourcing, identifying, validating, and onboarding clients / prospects into the High Net Worth offering.
  • Manage and Optimize Capacity: Lead the facilitation of aligning client/prospect development cases with the appropriate HNW client service team to optimize the available resources within the High Net Worth offering. Create and execute operational processes that ensure client/prospect cases are handled appropriately, quickly, and with the highest branch and client experience possible.
  • Business Performance Management & Process Improvement: Oversee and enhance the overall performance of an organization by strategically aligning goals, monitoring key performance indicators (KPIs), and implementing initiatives to optimize efficiency and effectiveness in the business processes and workflows.
  • Program Management: Oversee the progress of the program and individual projects/cases, and lead the reporting of program status and obstacles to stakeholders.

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Updated Benefits statement:

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

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:

Hiring Minimum: $96471
Hiring Maximum: $164262

Read More About Job Overview

Skills/Requirements

Position requirements include:
  • 6-10 years of experience in Financial Services, Consulting, or similar role
  • Robust Wealth Management experience and knowledge, with a working understanding of the Financial Advisor or other client-facing functions (including objectives, day-to-day responsibilities, prospecting, and client service).
  • Deep program/project management experience as well as experience developing and executing an operational process that optimizes stakeholder experience and client development/growth objectives.
  • Working knowledge of HNW products and services (i.e., investment advisor platforms, tax efficient portfolio construction/management, private markets, estate/tax planning, generational/family governance, philanthropic products).
  • High organizational skills and attention to detail to ensure timely and accurate handling of business opportunity cases
  • Ability to lead small groups and present findings in a clear and concise manner
  • Problem solving skills, supported by a results-driven, analytical, and creative approach to solutions
  • High proficiency with Microsoft Office tools, including cross-team collaboration toolsets
  • Understanding of Financial Advisor/BOA/branch processes including the implementation of a solutions-based approach
  • Business Performance Management: ability to oversee and enhance overall performance against goals, monitor KPIs, and implement initiatives to optimize efficiency and effectiveness.


Read More About Skills/Requirements

Awards & Accolades

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 Jones

Read More About Awards & Accolades

About Us

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.

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.

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