HNW Private Banking Strategy Lead

Edward Jones; St. Louis (MO); On-site; USD 140,000 - 190,000; Full time

Job summary

Edward Jones seeks a Private Banking Strategist to design and launch a comprehensive private banking offering for high‑net‑worth clients. You will partner with Generations associates, advisors, and third‑party experts to deliver holistic banking, lending, and cash management guidance, with a focus on nuanced client needs and strategic product development.

You will lead with deep banking expertise, influence wealth management guidance, and work across departments to ensure seamless integration

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required within 6 months of hire.
• CFP® preferred or obtained per firm policy.
• 8+ years Private Banking experience for HNW investors including securites-based lending, residential mortgage, CRE, equipment financing, life insurance premium financing, art financing, business banking.
• 11+ years in financial services preferred.
• Direct client service experience on a HNW client-facing team.
• Strong understanding of Advisor and Branch Team processes.

Responsibilities

• Design and launch the private banking offering with frameworks, processes, and best practices for HNW clients.
• Serve as SME for complex banking, lending, and cash management situations.
• Partner with senior planners, advisors, and third‑party experts to deliver high‑quality APPS for HNW clients.
• Communicate effectively with advisors, HNW teams, and clients to understand goals and provide tailored recommendations.
• Facilitate execution of banking, lending, and cash management strategies with third‑party providers.

Skills

Banking knowledge

HNW experience

Financial planning

Client advisory

Education

Bachelor's degree in Business/Finance/Accounting

Series 7 & 66 within 6 months

CFP preferred

Tools

APPS framework

Job description

Edward Jones seeks a Private Banking Strategist to design and launch a comprehensive private banking offering for high‑net‑worth clients. You will partner with Generations associates, advisors, and third‑party experts to deliver holistic banking, lending, and cash management guidance, with a focus on nuanced client needs and strategic product development.

You will lead with deep banking expertise, influence wealth management guidance, and work across departments to ensure seamless integration