Manager, Mutual Fund Operations & Platform Strategy

Edward Jones; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Edward Jones seeks a leader for its mutual fund omnibus trading platform, responsible for stability, accuracy, and strong operational performance across production and test environments. You will oversee processes and data that drive a reliable client and branch experience, while evaluating new product offerings and coordinating with internal teams and external providers.

You will drive efficiency, reduce risk, and improve end-to-end processes to meet evolving business needs in a fast-paced,

Qualifications

• Minimum 3 years of experience leading teams in a complex operations environment with financial, regulatory, and client service risk.
• SIE and Series 7 required.
• Bachelor’s degree or equivalent experience in a related field.
• Experience working with cross-functional partners and external vendors.
• Strong leadership skills with a track record of developing talent and delivering measurable outcomes.

Responsibilities

• Lead overall performance of a high risk, complex team of 5+ individuals, ensuring delivery against KPIs, strong risk mitigation, and regulatory compliance.
• Provide full people leadership, including setting expectations, developing talent, and driving accountability.
• Own operational risk across processes and systems, proactively identifying, assessing, and mitigating risks while strengthening end-to-end process integrity.
• Own the relationship with the sub accounting third party vendor, providing oversight and prioritizing enhancements for scale and efficiency.
• Foster partnerships by influencing discussions with stakeholders across the firm and with third-party vendors.
• Interface with senior management to provide clarity and strategically influence decisions.
• Drive continuous platform improvement by leveraging technology, data, and process redesign to improve scalability and timeliness.

Skills

Leadership

Risk mitigation

Cross-functional collaboration

Talent development

Education

Bachelor's degree or equivalent experience

Job description

This job posting is anticipated to remain open for 30 days, from 21-Jul-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

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

This is a unique opportunity to lead a business-critical function that sits at the intersection of mutual fund operations, technology, and product innovation. As the leader of the omnibus trading platform, you will oversee and advance the mutual fund omnibus trading platform, ensuring stability, accuracy, and strong operational performance while supporting both production and test environments. The team serves as a key technical resource for the mutual fund product, providing oversight of processes and data that drive a reliable client and branch experience. In addition, this role will help evaluate and enable new product offerings and operational processes that align with evolving industry capabilities, partnering across the firm and with external providers to ensure readiness, reduce risk, and support scalable, efficient service delivery.

In addition to core oversight responsibilities, the team plays an important role in driving process improvements across operational areas that support mutual fund activity. This includes identifying opportunities to increase efficiency, reduce risk, and enhance the quality and delivery of mutual fund data. Through this work, the team helps strengthen end-to-end processes and ensures the platform continues to meet evolving business and client needs.

• Lead overall performance of a high risk, complex team of 5+ individuals, ensuring delivery against key performance indicators, strong risk mitigation practices, and full compliance with regulatory and supervisory expectations to support consistent client and branch experience.
• Provide full people leadership, including setting clear expectations, developing talent, and driving accountability to ensure high quality, accurate outcomes in a fast-paced environment.
• Own operational risk across processes and systems, proactively identifying, assessing, and mitigating financial, client service, and control risks while strengthening end-to-end process integrity.
• Own the relationship with the sub accounting third party vendor, providing oversight, setting performance expectations, and partnering to prioritize enhancements that improve scale, system performance, operational efficiency, and overall service delivery.
• Foster constructive partnerships by influencing and positively impacting discussions as a key decision maker with various stakeholders across the firm and third party vendors.
• Interface with senior management to provide clarity and strategically influence decisions.
• Drive continuous platform improvement by leveraging technology, data, and process redesigning to improve scalability, reduce manual touchpoints, and enhance accuracy and timeliness for clients and branches through the partnership with third party provider.
• SIE and Series 7 required.
• Bachelor’s degree or equivalent experience in a related field.
• Minimum 3 years of experience leading teams in a complex operations environment with financial, regulatory, and client service risk.
• Strong leadership skills with a track record of developing talent, driving engagement, and delivering measurable outcomes.
• Demonstrated ability to improve processes, reduce risk, and enhance client and branch experience through thoughtful execution.
• Experience working with cross-functional partners and external vendors, including risk, compliance, technology, and third-party providers.

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.

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades).

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca).

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.

• 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 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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1).