Senior Team Leader

Edward Jones; Tempe (AZ); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

401k

Medical benefits

Paid time off

Job summary

Edward Jones in Tempe, AZ seeks a Senior Team Leader in Tailored Branch Support to manage a 15–20 person team, drive performance, and develop associates. The role partners with the Department Leader to execute priorities, mentor leaders, and ensure accountability and continuous improvement.

The position requires Series 7, a bachelor’s degree or equivalent, and proven leadership in financial services. Travel for meetings and training is expected; office presence four days per week is anticipated

Qualifications

• Series 7 license is required (SIE and Series 7 Top Off).
• Bachelor’s degree or equivalent experience required.
• 3+ years leadership experience in financial services industry or 2+ years financial services experience with 3+ years of non-industry leadership.
• Advanced coaching and conflict management skills.
• Series 66 is a plus.

Responsibilities

• Lead and develop a team of 15 to 20 associates, establish goals, allocate resources, drive accountability.
• Attract, develop, and retain talent through coaching and performance planning.
• Lead department and division initiatives, drive process improvements and change management.
• Build strong stakeholder relationships and resolve escalations with sound judgment.
• Analyze complex challenges and implement improvements to efficiency and controls.

Skills

Leadership

Coaching

Conflict management

Risk awareness

Education

Bachelor's degree or equivalent experience

Job description

This job posting is anticipated to remain open for 30 days, from 24-Aug-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 500 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.

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

The Senior Team Leader in Tailored Branch Support is responsible for leading a team of 15 to 20 associates while driving department performance, associate development, operational excellence, and stakeholder satisfaction. This role partners closely with the Department Leader to execute strategic priorities, achieve business goals, and foster a culture of accountability, collaboration, and continuous improvement.

Senior Team Leaders operate with a high degree of autonomy, balancing people leadership, project execution, risk management, and decision‑making responsibilities. They influence outcomes across the department, build strong stakeholder partnerships, mentor developing leaders, and may serve as an interim Department Leader when needed.

What You’ll Do

• Team Leadership & Performance: Lead and develop a team of 15 to 20 associates, establish goals, allocate resources, drive accountability, and foster a culture of trust, engagement, and continuous improvement.
• Talent Development: Attract, develop, and retain talent through coaching, performance management, development planning, and partnership with HR and Recruiting. Mentor leaders and model company values and behaviors.
• Project & Change Leadership: Lead department and division initiatives, align team efforts to strategic priorities, and drive process improvements through effective project and change management.
• Stakeholder & Escalation Management: Build strong and critical relationships across departments, advocate for branch and client needs, and resolve complex client and operational escalations using sound judgment and risk awareness.
• Decision Making & Continuous Improvement: Manage multiple priorities with minimal oversight, analyze complex business challenges, implement solutions, optimize processes, and leverage technology to improve efficiency, controls, and service outcomes.

Travel Requirements: Will be asked to travel to participate in meetings, training sessions, etc.

What Experience You Need

• Series 7 license is required (SIE and Series 7 Top Off)
• Bachelor’s degree or equivalent experience required
• 3+ years leadership experience in financial services industry or 2+ years financial services experience along with 3+ years of non‑industry specific leadership experience or successful completion of Leadership Development course required
• A diverse background across numerous areas of the division, firm, and/or industry is a plus. Experience in more than one Service area preferred, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.
• Advanced coaching and conflict management skills

What Could Set You Apart

• Series 66 is a plus

Please note that the hours for this position will support the MST/PST time zones and will be 9-6pm CST.

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.