Associate Product Manager - Wealth Management Advice and Solutions

Edward Jones; St. Louis (MO); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays

Vacation days

Employee Assistance Program

Job summary

Edward Jones is seeking an Associate Product Manager to collaborate with product leaders and business stakeholders to support the development and execution of product strategies for mutual funds, ETFs, UITs, 529 Plans, and Donor‑Advised Funds.

You will bridge analytical execution and product ownership using data, market insights, and feedback to drive decisions and continuous improvement. This role emphasizes collaboration across Compliance, Legal, Operations, and Finance.

Qualifications

• Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
• Series 7 and Series 66 required (or ability to obtain within 12 months of hire).
• 3+ years of relevant financial services, investment, product management, product strategy, business analysis, or related experience.
• Demonstrated ability to collaborate across teams and influence stakeholders without direct authority.
• Proficiency with Microsoft Office tools and experience with reporting, analytics, or visualization platforms such as Tableau or similar tools.

Responsibilities

• Collaborate with Product Managers and leadership to develop, execute, and enhance product strategies aligned with firm priorities and client needs.
• Gather, analyze, and synthesize data, business insights, market trends, and stakeholder feedback to identify opportunities, risks, and recommendations.
• Support the management of product and partner relationships of moderate size and complexity.
• Help evaluate product performance, competitive positioning, advisor adoption, and client impact to inform product decisions.
• Maintain assigned product portfolios and contribute recommendations related to product enhancements, launches, lifecycle management, and partner changes.
• Assist in the development and execution of business plans that align with the firm’s strategic direction.
• Partner with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support product initiatives and resolve issues.
• Ensure product communications, educational materials, and partner support resources are accurate, effective, aligned with firm messaging, and compliant.
• Serve as a developing subject matter expert for assigned product areas and maintain knowledge of product features, benefits, pricing, industry trends, and regulatory developments.
• Lead selected initiatives and process improvement efforts with limited guidance while contributing to broader divisional and cross‑functional projects.
• Support risk identification and mitigation efforts to maintain product quality, client outcomes, and business continuity.

Skills

Product Management

Data Analysis

Stakeholder Collaboration

Cross-Functional Communication

Excel

Tableau

Education

Bachelor's degree

Tools

Tableau

Job description

This job posting is anticipated to remain open for 30 days, from 24-Sep-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview

The Managed Investments team is seeking an Associate Product Manager to partner with product leaders, business stakeholders, and external partners to support the development, management, and execution of product strategies that help financial advisors deliver exceptional client outcomes. Products supported include mutual funds, ETFs, UITs, 529 Plans, and Donor‑Advised Funds. This role bridges analytical execution and product ownership responsibilities, using data, market insights, and stakeholder feedback to drive decision‑making and continuous product improvement.

What You Will Do

• Collaborate with Product Managers and leadership to develop, execute, and enhance product strategies aligned with firm priorities and client needs.
• Gather, analyze, and synthesize data, business insights, market trends, and stakeholder feedback to identify opportunities, risks, and recommendations.
• Support the management of product and partner relationships of moderate size and complexity.
• Help evaluate product performance, competitive positioning, advisor adoption, and client impact to inform product decisions.
• Maintain assigned product portfolios and contribute recommendations related to product enhancements, launches, lifecycle management, and partner changes.
• Assist in the development and execution of business plans that align with the firm’s strategic direction.
• Partner with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support product initiatives and resolve issues.
• Ensure product communications, educational materials, and partner support resources are accurate, effective, aligned with firm messaging, and compliant.
• Serve as a developing subject matter expert for assigned product areas and maintain knowledge of product features, benefits, pricing, industry trends, and regulatory developments.
• Lead selected initiatives and process improvement efforts with limited guidance while contributing to broader divisional and cross‑functional projects.
• Support risk identification and mitigation efforts to maintain product quality, client outcomes, and business continuity.

What Experience You Need

• Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields)
• Series 7 and Series 66 required (or ability to obtain within 12 months of hire)
• Interest in relevant industry designations such as CFP, CFA, CIMA, ChFC or similar credentials is a plus.
• 3+ years of relevant financial services, investment, product management, product strategy, business analysis, or related experience
• Demonstrated ability to collaborate across teams and influence stakeholders without direct authority.
• Proficiency with Microsoft Office tools and experience with reporting, analytics, or visualization platforms such as Tableau or similar tools.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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.
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
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.
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.