Senior Relationship Manager - Top Practice Support

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

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.