Lead & Develop Financial Services Team

Edward Jones; Tempe (AZ); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical & prescription drug benefits

Dental & vision benefits

Short- and long-term disability

Job summary

Edward Jones in Tempe, AZ seeks a senior manager to lead and develop a high-performing team within its branch support structure. The role emphasizes coaching, talent development, and risk-aware decision making to improve client experience.

Requires current Series 7 and a bachelor’s degree or equivalent experience. Experience in financial services leadership and the ability to manage projects and stakeholders are essential.

Qualifications

• Current Series 7 license is required (SIE and Series 7 Top Off).
• Bachelor's degree or equivalent experience required.
• 3+ years' management experience in financial services or 2+ years plus leadership experience.
• Coaching and developing associates.
• Industry knowledge on products, processes, and regulations.
• Strong analytical skills and ability to understand processes.

Responsibilities

• Lead and develop a team by setting goals, driving performance, and fostering trust.
• Attract, develop, and retain talent through coaching and performance management.
• Align team efforts to department priorities and manage projects effectively.
• Build stakeholder relationships, advocate for branch teams and client experience.
• Manage client and branch escalations and ensure timely resolution.
• Operate with sound business judgment in a risk-sensitive environment.
• Support firm initiatives including transformation, process improvements, and talent development.

Skills

Team leadership

Talent coaching

Stakeholder management

Risk awareness

Analytical skills

Process knowledge

Education

Bachelor's degree or equivalent experience

Current Series 7 license (SIE and Series 7 Top Off)

Job description

Edward Jones in Tempe, AZ seeks a senior manager to lead and develop a high-performing team within its branch support structure. The role emphasizes coaching, talent development, and risk-aware decision making to improve client experience.

Requires current Series 7 and a bachelor’s degree or equivalent experience. Experience in financial services leadership and the ability to manage projects and stakeholders are essential.