Generations Team Leader- Investment Consulting

Edward Jones; Tempe (AZ); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Edward Jones is seeking a Generations Team Leader to guide a group of portfolio consultants serving high-net-worth clients. You will develop investment strategies, deepen client relationships, and align portfolio solutions with client goals.

The role emphasizes leadership, compliance, risk oversight, and collaboration with financial advisors across branches. Travel to target markets may be required, with a focus on delivering exceptional client outcomes.

Qualifications

• Bachelor's degree required.
• CFP or CFA designation highly preferred; must hold the designation or begin the certification process upon hire, and complete it within the firm's policy timeline for each designation.
• Active Series 7, 66, and 24 required or obtained within 6 months of hire
• 11+ years' experience of industry experience
• Ability to travel to target markets up to 20%.
• Experience working with high-net-worth clients and financial advisors

Responsibilities

• Develop and execute team objectives and drive team performance (feedback, training, and coaching).
• Partner with financial advisors and clients to gain understanding of client's needs, document goals, articulate investment strategy and recommendations.
• Act as an advanced subject matter expert in investment management topics and translate to strategic initiatives across business areas.
• Lead department, division, and firm-wide committees and projects; influence without authority with peers and senior leaders.
• Manage and ensure adherence to department WSPs and SOPs for communication with the public and information barriers.

Skills

Team leadership

Client relationship management

Financial acumen

Education

Bachelor's degree

CFP/CFA designation

Job description

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.

Purpose, Inclusion and Citizenship Report

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

Team Overview:

The Edward Jones Generations® Consulting team serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation of investment solutions to high-net-worth (HNW) clients through direct partnership with financial advisors. We collaborate across Edward Jones Home Office teams and external third-party relationships to deliver high-quality, personalized advice with a particular focus on actionable financial planning, portfolio/product strategy, and services to meet our client's most important wealth management needs.

The Investment Consulting team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy.

What You Will Do:

The Generations Team Leader will lead a team of portfolio consultants holding advanced designations who are responsible for deepening client relationships through the delivery of our HNW client experience, tailored investment advice, and personalized portfolio solutions aligned to what is most important to clients. This team will be responsible for performing discovery, informing asset transition outcomes and developing asset transition strategies, and providing deep investment expertise as it relates to portfolio analytics, investment risk, and portfolio construction. We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

The team leader is expected to run the day-to-day business, including creating and ensuring alignment to all written supervisory procedures (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients. The team leader is also expected to hold the team accountable to exceeding business results and will be required to ensure all financial planning recommendations are suitable and align to client goals.

Responsibilities include:

• Develop and execute team objectives and drive team performance (feedback, training, and coaching) in support of department and firm objectives.
• Partner with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors.
• Act as an advanced subject matter expert in their area of emphasis and have a strong understanding of investment management topics, broad market opportunities and translate to strategic initiatives within and across various business areas to identify, create, and develop the most advanced client focused business building ideas.
• Act as a resource for firm strategy, knowledge and interpretation of industry rules and regulations, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
• Perform as a subject matter expert on the most advanced portfolio management topics including tools or client solutions to our branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs lead by Enterprise Learning, WMFM Content Creation or other areas.
• Lead department, division, and/or firm-wide committees and projects; demonstrating the ability to influence without authority with peers and senior leaders.
• Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.

What Experience You Need:

• Bachelor's degree required
• CFP or CFA designation highly preferred; must hold the designation or begin the certification process upon hire, and complete it within the firm's policy timeline for each designation.
• Active Series 7, 66, and 24 required or obtained within 6 months of hire
• 11+ years' experience of industry experience
• Ability to travel to target markets up to 20%.
• Experience working with high-net-worth clients and financial advisors

What Could Set You Apart:

• Advanced degree preferred
• Experience leading high performing teams in a fast-paced environment · Experience creating and delivering portfolio strategies involving Alternative investment and/or complex product execution

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.