Relationship Manager

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

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation & sick leave

Volunteer time

Bonuses & profit sharing

Job summary

Edward Jones in Tempe, AZ is seeking an Advanced Branch Support Relationship Manager to deliver concierge-style support to top branch teams. You will build strong partnerships with Financial Advisors and branch staff, guiding complex initiatives and driving efficient processes.

Applicants should have a business degree and 5+ years in financial services, with Series 7/66 preferred. This in-office role offers a comprehensive benefits package and opportunities to contribute to client success.

Qualifications

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams).
• Bachelor's degree in business or related field or equivalent work experience.
• 5+ years of experience in financial services, client support, private banking, or wealth management preferred.

Responsibilities

• Provide advanced service excellence and solve complex issues with clear communication.
• Identify pain points and influence decisions to yield positive results.
• Offer innovative solutions and partner with branch teams to add value.
• Anticipate client/advisor needs and create efficiencies with urgency and accuracy.
• Build and maintain relationships with top branch teams and attend branch meetings.
• Identify process improvements and support firmwide initiatives.
• Organize department meetings and lead knowledge sessions for top branches.

Skills

Microsoft Office 365

Education

Bachelor's degree in business or related field or equivalent work experience

Job description

This job posting is anticipated to remain open for 30 days, from 29-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.

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

Advanced Branch Support is seeking a highly motivated professional to deliver elevated, concierge-style support of our top practices. The Relationship Manager is responsible for building and maintaining strong and trusting relationships with our top producing branch teams, serving as a dedicated partner with the branch team and acting as strategic and operational support for their complex initiatives.

What You Will Do

• Consistently demonstrate an advanced level of service excellence with the ability to leverage different knowledge areas to problem solve, provide thorough solutions, and alternatives.
• Must be able to identify complex issues and pain points and communicate clearly and effectively influence to yield positive business results.
• Provide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff.
• Anticipate and recognize client and advisor needs, identify opportunities to create efficiencies and resolve requests with urgency and accuracy.
• Responsible for establishing, owning, and maintaining a deeper relationship with top branch teams, including attending branch meetings with some travel necessary for branch visits.
• Identify, build, and maintain stakeholder relationships to improve the department's effectiveness by identifying potential process changes, improvements, and enhancements, and supporting new team, department and firmwide initiatives.
• Responsible for continuous learning and development through department emails, helping to organize and lead team/department meetings, and continuing education sessions for knowledge areas of interest to our top branch teams.

What Experience You Will Need

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams)
• Bachelor's degree in business or related field or equivalent work experience.
• 5+ years of experience in financial services, client support, private banking, or wealth management preferred.

What will set you apart

• Series 7 and 66
• Previous concierge or High Net Worth/Top Practice support experience

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.

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.