Senior Business Support Specialist, Discretionary Trading

Edward Jones; Tempe (AZ); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401k retirement plan

Employee Assistance Program

Job summary

Edward Jones is seeking a seasoned professional for the Operations Trading Capability. You will lead planning, implement controls, and collaborate with multiple leaders to translate firm priorities into executable actions.

The role emphasizes risk mitigation, regulatory compliance, and continuous improvement through data-driven insights and cross-functional partnerships. This hybrid role is based in Tempe, AZ, with involvement in other office locations.

Qualifications

• Bachelor's or advanced degree preferred.
• Generally, 7 years of experience working with tools/systems, and/or project experience in product or financial services industry or combination of experience and education.
• Strong project management, business system analysis and/or Information Systems (IS) experience needed.

Responsibilities

• Lead area planning and coordination to ensure process and controls are in place to mitigate risk for the firm/client, maintain regulatory compliance, and prepare for business continuity.
• Create and modify appropriate controls and WSPs to maintain strong control environment as enhancements are delivered. Address risk through continuous evaluation and improvement.
• Influence design of CWO and digital changes to ensure appropriate data is assessable to build and maintain effective completeness controls.
• Partner with area leaders to translate strategy of Firm Priorities deliverables to execution.
• Leverage data for insights, reporting, and control design to inform business decisions and proactively mitigate risk.
• Determine appropriate workflows as a result of qualitative and quantitative analysis.

Skills

Project management

Business analysis

Information Systems

Education

Bachelor’s degree or higher

Job description

This job posting is anticipated to remain open for 30 days, from 18-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.

Overview

In the Operations Trading Capability, we provide clients, branch teams, and associates accurate, timely, and intuitive trading experiences through:

• Diverse, skilled, and engaged associates and leaders who embrace continuous learning adaptability, and open idea sharing
• Demonstrating partnership with each other, users, and other key stakeholders – "One Edward Jones"
• Scalable, controlled, and compliant processes and systems

The Discretionary Trading area is responsible for trading controls and exception oversight for the firm's advisory programs. This is a fast-paced environment where you have the opportunity to influence the future of our work and of the firm's Investment Advisory Platforms.

What You'll Do

• Lead area planning and coordination to ensure process and controls are in place to mitigate risk for the firm/client, maintain regulatory compliance, and prepare for business continuity.
• Create and modify appropriate controls and WSPs to maintain strong control environment as enhancements are delivered. Address risk through continuous evaluation and improvement.
• Influence design of CWO and digital changes to ensure appropriate data is assessable to build and maintain effective completeness controls.
• Partner with area leaders to translate strategy of Firm Priorities deliverables to execution.
• Leverage data for insights, reporting, and control design to inform business decisions and proactively mitigate risk.
• Determine appropriate workflows as a result of qualitative and quantitative analysis.
• Act as subject matter expert in assigned product area(s) of emphasis.
• Provides feedback, coaching, training, and guidance to help develop other associates; takes a leadership role in the development of new associates/interns; and may lead other associates.
• Plan, lead, and execute projects, enhancements, and processes including the launch of new products or product partners, enhancements to existing tools and systems, and high-visibility firm priorities.
• Act as technical consultant with business and product leaders from multiple divisions and with varying levels of influence. Maintain strong relationships with internal stakeholders and help mobilize strategy.
• Implement process improvement and efficiency opportunities throughout department.
• Thoroughly understand, analyze, and appropriately communicate the issues from multiple stakeholder points of view to conclude the best possible outcome for clients, branches, product partners/vendors, and the firm.
• Maintain strong relationships with multiple product teams to influence effort prioritization to help drive the optimal strategy for the area.

What Experience You'll Need

• Bachelors degree or advanced degree preferred.
• Generally, 7 years of experience working with tools/systems, and/or project experience in product or financial services industry or combination of experience and education.
• Strong project management, business system analysis and/or Information Systems (IS) experience needed.
• Critical thinking skills and sound judgment are required in order to know when to seek assistance from another subject matter expert, leader, or Partner.
• Candidates that live within in 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.