HNW Private Banking Architect

Edward Jones; Tempe (AZ); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid holidays

Job summary

Edward Jones is seeking a Private Banking Strategist to shape a new offering for high-net-worth clients. Based in Tempe, AZ, you will design the framework and partner with senior planners and third-party providers to bring banking, lending, and cash management guidance to life in support of Generations associates and clients.

You will apply deep banking expertise to align with holistic wealth management, delivering client-focused strategies and input for product development while ensuring

Qualifications

• Bachelor's degree in Business, Finance, Accounting or other related degree.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required 6 months of hire.
• CFP® preferred or obtained in accordance with firm policy.
• 8+ years Private Banking experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing, business banking.
• 11+ years of experience in the financial services industry preferred.
• Direct client service experience as a member of a HNW client-facing professional team required.
• Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking, and Financial Planning offerings for HNW clients.
• Ability to interpret and apply firm advice and guidance to create tailored banking and lending solutions that integrate seamlessly into holistic financial plans.
• Deep expertise in the banking industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation.
• Ability to analyze complex client documents—such as banking and investment statements, personal financial statements, shareholder agreements, business agreements, executive compensation plans, and partnership agreements—to identify planning opportunities and recommend strategies

Responsibilities

• Design and launch the private banking offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
• Serve as a subject matter expert for complex banking, lending, and cash management situations requiring deep technical knowledge.
• Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients.
• Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations. Act as a conduit between Edward Jones, the Banking Business Unit, and third-party providers to ensure timely, customized solutions aligned with firm guidance.
• Facilitate execution of banking, lending, and cash management strategies between third-party providers and HNW teams.
• Leverage financial planning tools to identify opportunities, integrate banking solutions into holistic plans, and monitor progress toward client objectives.
• Collaborate with internal stakeholders (Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
• Contribute to strategic initiatives within WMAS to advance the firm’s HNW capabilities and future product development.
• Shape client-facing guidance on complex banking strategies and provide input on new products and services to meet evolving client needs

Skills

Private Banking experience

HNW clients

Securities-based lending

Residential mortgage

Commercial real estate

Education

Bachelor's degree in Business/Finance

CFP preferred

Job description

Edward Jones is seeking a Private Banking Strategist to shape a new offering for high-net-worth clients. Based in Tempe, AZ, you will design the framework and partner with senior planners and third-party providers to bring banking, lending, and cash management guidance to life in support of Generations associates and clients.

You will apply deep banking expertise to align with holistic wealth management, delivering client-focused strategies and input for product development while ensuring