Proprietary Funds Team Leader

7 days ago

Saint Louis, United States Edward Jones Full time

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.Job OverviewPosition Schedule: Full-TimeBridge Builder and EJ Money Market, collectively the proprietary funds complex, currently includes twelve Bridge Builder mutual funds (comprised of 50 underlying sub-advisers) and the Edward Jones money market fund. Bridge Builder is ranked as the 20thlargest mutual fund company is the U.S. (nearly $200B in assets) as of 3/31/2023, as well as represents approximately 50% of our Advisory Solutions (firm discretionary) assets under care. The Proprietary Funds Leader is responsible for overseeing the portfolio management process and decision making for our proprietary funds complex, which ultimately leads to investment excellence and direct client account impact. The leader also contributes significantly to the strategic direction of our asset management offering, with expectations of an expanding product offering, broadening client eligibility, and significantly increasing client assets over the next 1-3 years.Key Responsibilities:Oversee performance and risk profile of Bridge Builder mutual funds and Passport money market Voting member of Portfolio Solutions Review Committee (team governance of Advisory Solutions and Bridge Builder)Quarterly presentation to Board of Trustees, both through direct presentations as well as guiding that of team members Voting member of Asset Allocation Working Group, the subgroup of the Investment Policy Committee responsible for asset allocation recommendationsDirect people leadership of current team of 5 investment professionalsIFOG member, the group responsible for the day-to-day management of the Olive Street (Bridge Builder investment advisor) business planEdward 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.Hiring Minimum: $196626Hiring Maximum: $334794Read More About Job OverviewSkills/RequirementsFinance or Accounting Bachelor's degree and/or MBA preferredCFA or actively pursuing CFA designation consistent with department policy.Series 7 and Series 66 required or attainable within six months of hire.10+ years experience as an analyst and/or extensive industry experience preferred.2+ years leadership experience preferred.Extensive knowledge of asset allocation, portfolio construction, portfolio risk management and manager due diligence.Extensive knowledge of various types of investments, public and private asset classes, and markets.Extensive knowledge of mutual fund and money management industry including various managed investments (mutual funds, ETFs, and separate accounts.)Demonstrated success in leadership.Read More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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.#LI-HO

  • Proprietary Funds Team Leader

    7 days ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Associate Analyst I

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Associate Analyst I

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Associate Analyst I

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Associate Analyst

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Associate Analyst

    2 weeks ago

    Saint Louis, MO, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • RN OR Team Leader

    4 weeks ago

    Saint Louis, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service.   We don’t believe in jobs at Mercy, we believe in careers that match the unique gifts of unique individuals; careers that not only make the most of your skills and talents, but also your heart. At Mercy, you’ll...

  • Team Leader

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Innovate here. And see your ideas come to life.It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain...

  • Team Leader

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Innovate here. And see your ideas come to life.It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain...

  • Team Leader

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Innovate here. And see your ideas come to life.It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain...

  • Team Leader

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Innovate here. And see your ideas come to life.It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain...

  • Associate Analyst I- Portfolio Solutions

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Team Leader-Branch Real Estate, FIN

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Team Leader- Client Consultation Group

    2 weeks ago

    Saint Louis, 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...

  • Associate Analyst I- Portfolio Solutions

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Team Leader-Branch Real Estate, FIN

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Senior Team Leader

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Team Leader- Client Consultation Group

    2 weeks ago

    Saint Louis, 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...

  • Associate Analyst I- Portfolio Solutions

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Restoration Team Leader

    3 weeks ago

    Saint Louis, United States Voda Cleaning & Restoration of St. Louis Full time

    Job OverviewVoda Cleaning & Restoration of St. Louis seeks a skilled Restoration Crew Chief to lead our team in restoring properties damaged by water, fire, mold, or other disasters. As a key member of our team, you will be responsible for supervising technicians, managing job site activities, and communicating with clients and insurance adjusters.Key...