Senior Private Wealth Solutions Architect

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

Benefits offered by this job

Medical benefits

Dental & vision

401k plan

Paid holidays

Vacation days

Bonus potential

Profit sharing

Employee assistance

Job summary

Edward Jones is seeking a Senior Advising Specialist to shape the Generations platform and investment management ecosystem for high net worth clients and advisors. You will unify wealth management expertise with technology and data to define capabilities, roadmaps, and operating models that scale across the enterprise.

You will collaborate with Digital, Service, Compliance, Operations, and Legal teams to design solutions, build business cases, and drive adoption, ensuring advisor effectiveness

Qualifications

• 7+ years of experience in high net worth (HNW) wealth planning/investment management.
• Bachelor's Degree required.
• FINRA Series 7 & 66 within 6 months of hire.
• CFP, CFA, CPA, or other advanced designation required.
• Knowledge of wealth/investment tech (Aladdin, FactSet, Bloomberg, MoneyGuide).
• End-to-end investment management lifecycle understanding: platforms, data, operations, governance.
• Ability to translate strategy into future-state capabilities and roadmaps.
• Proven ability to partner across technology, digital, data, operations, product, compliance, and business teams.

Responsibilities

• Define, enhance, and evolve the firm's capabilities, platforms, and operating model for high net worth clients and advisors.
• Develop business cases and strategic recommendations that inform investment decisions and roadmaps.
• Collaborate with cross-functional teams to design solutions, coordinate delivery, drive adoption, and enable continuous improvement.
• Lead enterprise-scale initiatives from strategy through execution and adoption.
• Mentor others within Generations and monitor industry trends to inform Private Wealth strategy.

Skills

HNW wealth planning

Strategic leadership

Stakeholder collaboration

Problem solving

Technology awareness

Education

Bachelor's Degree

Tools

Aladdin

FactSet

Bloomberg

MoneyGuide

Job description

Edward Jones is seeking a Senior Advising Specialist to shape the Generations platform and investment management ecosystem for high net worth clients and advisors. You will unify wealth management expertise with technology and data to define capabilities, roadmaps, and operating models that scale across the enterprise.

You will collaborate with Digital, Service, Compliance, Operations, and Legal teams to design solutions, build business cases, and drive adoption, ensuring advisor effectiveness