Data Advisor II

Edward Jones; Tacoma (WA); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Edward Jones in Tacoma, WA, is seeking a Data Advisor to own security reference data and pricing processes, ensuring data quality and operational excellence across the firm. You will analyze complex issues, coordinate workflows, and partner with stakeholders to drive strategic initiatives.

The role requires deep knowledge of securities data, strong analytical skills, and experience with SQL and Power Platform tools to automate insights and improve processing accuracy.

Qualifications

• Bachelor's degree or relevant work experience preferred.
• 4+ years of experience in a financial services environment or equivalent.
• Knowledge of complex systems and interdependencies within Operations.
• Experience with SQL, data analysis, or reporting tools preferred.
• Experience leveraging Microsoft Power Platform tools to deliver insights and automate workflows.

Responsabilités

• Own and execute designated security reference data and pricing processes, ensuring accuracy, completeness, timeliness, and adherence to established controls.
• Coordinate workflow execution, balance priorities, and provide mentoring to associates within the department.
• Develop deep expertise in PMF functions and understand upstream/downstream impacts of security data across firm platforms and client-facing applications.
• Lead departmental and cross-functional projects supporting operational transformation and modernization efforts.
• Monitor, analyze, and resolve complex security data, pricing, and processing exceptions; identify root causes and risk mitigation opportunities.
• Partner with business, technology, and vendor teams to support strategic initiatives, testing efforts, production implementations, and issue resolution.
• Serve as a subject matter expert for security reference and pricing data; guide stakeholders on business rules, data standards, and operational processes.

Connaissances

SQL

Power BI

Power Automate

Data analysis

Formation

Bachelor's degree

Outils

Power Platform

Description du poste

This job posting is anticipated to remain open for 30 days, from 29-Oct-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.

The Product Master File department is looking for a Data Advisor to serve as a subject matter expert in security reference data and pricing operations. This role has broad responsibility for owning critical business processes, ensuring data quality and integrity, coordinating workflow execution, and supporting strategic initiatives across the department and firm.

The position requires a deep understanding of securities data, operational workflows, system interdependencies, and downstream business impacts. The associate is expected to independently analyze complex issues, make informed decisions, identify risks, and partner with stakeholders across the firm to drive solutions.

In addition to processing responsibilities, this role functions as a data owner within assigned areas of responsibility by establishing expertise, influencing outcomes, identifying improvement opportunities, and helping ensure the accuracy and reliability of critical data utilized throughout the firm.

What You'll Do:

• Own and execute designated security reference data and pricing processes, ensuring accuracy, completeness, timeliness, and adherence to established controls.
• Coordinate workflow execution, balance priorities, and provide mentoring and guidance to associates within the department.
• Develop deep expertise in PMF functions and understand the upstream and downstream impacts of security data across firm platforms, operational processes, and client‑facing applications.
• Actively participate in and lead departmental and cross‑functional projects supporting operational transformation and modernization efforts.
• Monitor, analyze, and resolve complex security data, pricing, and processing exceptions while identifying root causes and opportunities for risk mitigation.
• Partner with business, technology, and vendor teams to support strategic initiatives, testing efforts, production implementations, and issue resolution.
• Serve as a subject matter expert for security reference and pricing data and provide guidance to stakeholders regarding business rules, data standards, and operational processes.

What Experience You Need:

• A Bachelor's degree or relevant work experience is preferred.
• 4+ years of experience in a financial services environment (or equivalent) required.
• Knowledge of complex systems and system interdependencies within Operations.
• Industry knowledge and skills as it relates to products, services, and processes.
• Experience with SQL, database querying tools, data analysis, or reporting tools preferred.
• Experience leveraging Microsoft Power Platform tools, including Power BI and Power Automate, to deliver insights and automate workflows for financial and securities data.

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.