Senior Team Leader

4 weeks ago

Tempe, Arizona, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated Senior Team Leader to join our Operations team. As a key member of our team, you will play a critical role in leading our firm's effort to expand the array of products able to be offered to our branch teams and clients.

Key Responsibilities
  • Represent the Operations Division within cross-divisional working groups for the consideration of onboarding new product(s) to the firm.
  • Assist the working group in researching, consultation, and advisement of impact to operations, e.g., considerations, digital build, etc.
  • Seek out subject matter experts within Operations and outside of it to understand impact.
  • Vet out varying methodologies for the potential build and work with your leader to determine the optimal path forward.
  • Establish criteria, requirements, and completion of EPICs to support various endeavors.
  • Lead efforts to identify ownership across the capability structure and assist with coordination of the workflow with impacted stakeholders.
  • Understand the upstream/downstream impacts to other departments and divisions within the firm.
  • 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.
  • Analyze, research, and make decisions on non-routine issues independently with little or no guidance.
  • Deep understanding of the regulatory environment and ability to apply knowledge to reach appropriate conclusions in the best interest of clients and firm.
  • Continually increase acumen in the alternative assets space.
  • Become acclimated with technology utilized within the department.
  • Responsible for Records and Information Management (RIM coordinator) for the department.
  • Establish controls and oversight for any new work staying within our department.
Requirements
  • Series 7 license.
  • Familiarity with varying products within the capital markets.
  • Aware of firm policies, structure, and organization.
  • Comfortable driving results in an ambiguous environment.
  • Ability to research, and problem solve questions and or issues arising.
  • Clear articulation of thoughts both verbally and through the written channel.
  • Comfortable representing Edward Jones to external vendor(s), product partners, and other entities.
  • Comfortable in a consistently evolving space.
  • Ability to evaluate processes and assist in mitigating inherent risks.
  • Well-organized and able to create structure and documentation for work performed.
  • May be asked to travel from time to time as the job requires.
About Us

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

We are committed to creating a workplace where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received.

For more information on our benefits and rewards program, please visit our website.

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