Product Analyst II - Wealth Management Advice and Solutions

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription

Dental and vision

401k retirement plan

Paid holidays

Vacation and sick time

Volunteer time

Job summary

Edward Jones in Tempe, AZ is seeking a Product Analyst II to support product strategy, partner management, and analytics across mutual funds, ETFs, 529 plans, and donor-advised funds.

You will analyze data, advisor feedback, and performance metrics to inform strategic initiatives, collaborate with Compliance and other stakeholders, and help maintain product literature and training materials.

Qualifications

• Bachelors degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
• Series 7 and Series 66 required within 12 months of hire.
• 1+ years in financial services, business analysis, product, or investment experience; 3+ years preferred.
• Experience using data analysis and reporting tools such as SQL, Snowflake, or similar platforms.
• Strong analytical, organizational, and critical-thinking skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and tools like Tableau.

Responsibilities

• Support product strategy, development, and execution activities with product leaders.
• Analyze data, trends, advisor feedback, and performance metrics to provide insights.
• Support product and partner relationships of limited to moderate complexity.
• Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
• Ensure product literature, communications, and training materials are accurate and compliant.
• Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
• Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives.
• Lead selected workstreams and process improvement opportunities with guidance.
• Maintain reporting, dashboards, and analyses measuring product performance and adoption.

Skills

Analytical skills

Communication

Cross-functional collaboration

Data interpretation

Microsoft Office

Education

Bachelors degree

Series 7 & 66

Tools

SQL

Snowflake

Tableau

Microsoft Excel

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.

View our Purpose, Inclusion and Citizenship Report.

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

The Managed Investments team is seeking a Product Analyst II to support product strategy, partner management, business analysis, and execution across the product lifecycle. This role works across mutual funds, ETFs, 529 plans, and donor-advised funds, leveraging data, market insights, and cross-functional collaboration to identify opportunities, enhance advisor and client outcomes, and drive strategic initiatives. The analyst will support product and partner relationships, develop actionable business recommendations, lead select initiatives, and contribute to the ongoing growth and optimization of the firm's managed investment offerings.

What You’ll Do:

• Partner with product leaders and team members to support product strategy, development, and execution activities.

• Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.

• Support product and partner relationships of limited to moderate complexity.

• Assist with business cases, product reviews, competitive analysis, and strategic recommendations.

• Help ensure product literature, communications, and training materials are accurate, effective, and compliant.

• Develop knowledge of assigned product lines, industry trends, and regulatory considerations.

• Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.

• Lead selected workstreams and process improvement opportunities with guidance from team leadership.

• Maintain reporting, dashboards, and analyses used to measure product performance and adoption.

• Participate in division, firm, and industry initiatives as needed.

What Experience You Need:

• Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).

• Series 7 and Series 66 required within 12 months of hire.

• Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred.

• Generally, 1+ years of relevant financial services, business analysis, product, or investment experience. 3+ years of relevant financial services experience is preferred.

• Experience using data analysis and reporting tools such as SQL, Snowflake, or similar platforms to analyze and interpret data in support of business and product decisions is preferred.

• Strong analytical, organizational, and critical-thinking skills.

• Effective written and verbal communication skills.

• Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.

• Demonstrated ability to collaborate across teams and manage multiple priorities.

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. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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.