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Senior Team Leader
1 month ago
We are seeking a dynamic individual to assist in continuing the build out of a new department within our Operations Division, supporting alternative investments.
This role will play a centralized role in leading our firm's effort to expand the array of products able to be offered to our branch teams and clients.
The individual will take a lead role representing the Operations Division within cross-divisional working groups for the consideration of onboarding new product(s) to the firm.
The successful candidate will be responsible for researching, consulting, and advising on the impact to operations, including digital build and other considerations.
They will also assist in seeking out subject matter experts within Operations and outside of it to understand the impact.
The individual will vet out varying methodologies for the potential build and work with their leader to determine the optimal path forward.
They will assist in establishing criteria, requirements, and completion of EPICs to support various endeavors.
The role will also involve leading efforts to identify ownership across the capability structure and assist with coordination of the workflow with impacted stakeholders.
The successful candidate will be able to understand the upstream/downstream impacts to other departments and divisions within the firm.
They will explore multiple options available and arrive at an appropriate solution that aligns with area goals.
Strong problem-solving skills are required to research non-routine questions and recognize complex situations involving client accounts and/or firm systems.
The individual will be able to analyze, research, and make decisions on non-routine issues independently with little or no guidance.
They will have a deep understanding of the regulatory environment and be able to apply knowledge to reach appropriate conclusions in the best interest of clients and firm.
The associate is expected to continually increase acumen in the alternative assets space.
They will become acclimated with technology utilized within the department.
The role will also involve being responsible for Records and Information Management (RIM coordinator) for the department.
The individual will assist with establishing controls and oversight for any new work staying within our department.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, 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: $96,471
Hiring Maximum: $164,262
Read More About Job Overview
Skills/RequirementsThe individual must have their Series 7 license.
The individual should have familiarity with varying products within the capital markets.
The individual should be aware of firm policies, structure, and organization.
The individual should be comfortable and able to drive results in an ambiguous environment.
The individual should be able to research, and problem solve questions and or issues arising.
The individual must be able to clearly articulate thoughts both verbally and through the written channel.
The individual should feel comfortable representing Edward Jones to external vendor(s), product partners, and other entities.
The individual should feel comfortable in a consistently evolving space.
The individual should be able to evaluate processes and assist in mitigating inherent risks.
The individual must be well organized and able to create structure and documentation for work performed.
The individual may be asked to travel from time to time as the job requires.
Read More About Skills/Requirements
Awards & 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 Jones (https://www.edwardjones.com/us/en/about-us/awards-and-accolades.html)
Check out our Canadian awards and accolades:
Insights & Information Blog Postings about Edward Jones (https://www.edwardjones.ca/en/about-us/awards-and-accolades.html)
Read More About Awards & Accolades
About 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 (https://www.edwardjones.com/us/en/about-us/purpose-inclusion-and-citizenship-report.html)
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.
