Business Support Specialist II - Operations

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Profit sharing

401(k) retirement plan

Job summary

Edward Jones in Tempe, AZ seeks a dynamic operations professional to build and scale our alternative investment processes. You will work across multiple areas and stakeholders to execute complex operational functions and support product initiatives.

The role emphasizes ownership of daily workflows, risk mitigation, and strong analytical problem-solving to ensure accurate servicing and client experience.

Qualifications

• Strong problem-solving skills to research non-routine questions and complex situations.
• Deep regulatory understanding applied to client and firm interests.
• Ability to analyze, research, and decide with minimal guidance.
• Understand upstream/downstream impacts and coordinate across teams.

Responsibilities

• Own daily processing and operational support of alternative investment products.
• Maintain high quality and precision, research discrepancies, and coordinate resolutions.
• Ensure timely execution of trades within regulatory and policy constraints.
• Develop subject matter expertise in alternative investment operations and trading processes.
• Collaborate with internal areas, vendors, product sponsors, and service providers.
• Identify opportunities to improve efficiency, reduce manual touchpoints, and strengthen controls.
• Lead complex operational inquiries with strong analytics and problem-solving.
• Help develop procedures, controls, and training materials for scalable operations.

Skills

Analytical problem solving

Regulatory awareness

Cross-functional communication

Ambiguity tolerance

Job description

This job posting is anticipated to remain open for 30 days, from 25-Aug-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 500¹ 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.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Seeking a dynamic individual to assist in continuing build out of a new area within operations supporting alternative investments. The team is growing quickly and building many of the processes from the ground up. Individual should feel comfortable performing various functions and responsibilities associated with the product(s) in scope. The individual will play a centralized role in leading our firm's effort and increased ability to expand the array of alternative investment products able to be held in firm name. Individual will be able to operate in a complex product involving working across multiple areas and stakeholders to execute operational functions.

What You'll Do…

• Ownership of the daily processing and operational support of alternative investment products, ensuring transactions, trade activity, and related servicing functions are executed accurately, thoroughly, and within established service level expectations.
• Responsible for maintaining a high level of quality and precision in daily operational activities; proactively identifying discrepancies, researching exceptions, and coordinating resolution with internal and external stakeholders while mitigating risk and ensuring a positive client experience.
• Own daily workflows to ensure timely execution of alternative investment transactions while adhering to regulatory requirements, firm policies, and operational controls.
• Develop and maintain subject matter expertise in alternative investment operations and associated trading processes to support business continuity, operational scalability, and process excellence.
• Partner with internal business areas, vendors, product sponsors, and service providers to facilitate the accurate and timely processing of alternative investment transactions and servicing requests.
• Identify opportunities to enhance operational efficiency, reduce manual touchpoints, strengthen controls, and improve overall processing quality through process improvements, automation initiatives, and enhanced reporting capabilities.
• Serve as a key resource for complex operational inquiries related to alternative investments, leveraging strong analytical and problem-solving skills to drive timely and effective resolutions.
• Contribute to the development of procedures, controls, training materials, and best practices that promote consistent, accurate, and scalable execution of alternative investment trading and related operational functions.

Skills Required

• Strong problem-solving skills are required in order to research non-routine questions and recognize complex situations involving client accounts and/or firm systems.
• Ability to analyze, research and make decisions on non-routine issues independently with little or no guidance.
• Deep understanding of regulatory environment and ability to apply knowledge to reach appropriate conclusions in best interest of clients and firm.
• Must be able to understand the upstream/downstream impacts to other departments and divisions within the firm and coordinate time sensitive work across multiple areas.

Position Requirements

• Familiarity with varying products within the capital markets.
• Comfortable in and able to drive results in an ambiguous environment.
• Able to independently research, and problem solve questions and issues related to broad team functions.
• Able to clearly articulate thoughts both verbally and through the written channel.
• Comfortable representing Edward Jones to external vendor(s), product partners, and other entities.
• Able to evaluate processes and assist in mitigating inherent risks.

What Could Set You Apart

• Series 7 / 99 preferred but not required.
• Complex products / alternatives operational experience.

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.

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.