Product Analyst II - Wealth Management Advice and Solutions

Edward Jones; Tempe (AZ); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401k retirement plan

Health savings account (HSA)

Flexible spending account (FSA)

Employee Assistance Program (EAP)

Job summary

Edward Jones is seeking a Product Analyst II in Tempe to support product strategy, analytics, and execution across the lifecycle for funds, ETFs, UITs, and more. You will analyze advisor and client metrics, collaborate with Compliance, Legal, and Operations, and help develop business cases and strategic recommendations.

The role requires a Bachelor's with Series 7 & 66 within 12 months, strong communication, and proficiency in data tools such as Tableau and MS Office.

Qualifications

• Bachelor’s degree required; quantitative disciplines preferred.
• Series 7 and Series 66 required within 12 months of hire.
• Strong analytical, organizational, and critical-thinking skills.
• Effective written and verbal communication skills.

Responsibilities

• 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.

Skills

Data analysis

Stakeholder collaboration

Analytical thinking

Communication

Education

Bachelor's degree

Series 7

Series 66

CFP/CFA designation (plus)

Tools

Tableau

Microsoft Office

Job description

This job posting is anticipated to remain open for 30 days, from 24-Sep-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.

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

The Managed Investment team is seeking a Product Analyst II to support product strategy, partner management, business analysis, and execution activities across the product lifecycle. Products supported include mutual funds, ETFs, UITs, 529 Plans, and Donor-Advised Funds. This role leverages data, market insights, and stakeholder collaboration to help identify opportunities, improve advisor and client outcomes, and support strategic initiatives.

Problem Solving

Problems are generally moderate in scope and may be partially unstructured. Associates use analysis and judgment to develop recommendations while seeking guidance for more complex matters.

Decision Making

Decisions are low to moderate in impact and generally influence team priorities, analyses, and recommendations. Non-routine decisions are typically escalated to more senior team members.

Span of Influence

The span of influence in this position is low to moderate. Complex issues with broad scope will require involvement of more senior team members. Regularly interface with associates in Compliance, Firm Analytics, Firm Strategy, Legal, Products, Branch Development, and Service.

What You Will 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.
• Interest in relevant industry designations such as CFP, CFA, CIMA, ChFC or similar credentials is a plus.
• Generally, 0-3 years of relevant financial services, business analysis, product, or investment experience.
• 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 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.
• 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account.
• 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.