Strategic Relationship Manager, Elite Financial Advisory

Edward Jones; Tempe (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k with company match

Paid holidays

Job summary

Edward Jones is seeking an experienced Relationship Manager in Tempe to provide concierge-style support to top branches and advisors. This role partners closely with branch teams, delivers strategic operational support, and helps drive efficiency across complex initiatives.

The ideal candidate has 5+ years in financial services, a business-related degree, and strong Microsoft Office 365 skills. Relocation or commuting to Tempe, AZ required for in-office work.

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

• Deliver elevated concierge-style support to top practices and branch teams.
• Build and maintain strong relationships with Financial Advisors and branch staff.
• Identify opportunities to create efficiencies and resolve requests with urgency and accuracy.
• Attend branch meetings and travel as needed to strengthen partnerships with top branches.
• Support department initiatives and ongoing learning through team meetings and training.

Skills

Microsoft Office 365 Word Excel PowerP

Education

Bachelor's degree in business or related field

Job description

Edward Jones is seeking an experienced Relationship Manager in Tempe to provide concierge-style support to top branches and advisors. This role partners closely with branch teams, delivers strategic operational support, and helps drive efficiency across complex initiatives.

The ideal candidate has 5+ years in financial services, a business-related degree, and strong Microsoft Office 365 skills. Relocation or commuting to Tempe, AZ required for in-office work.