Team Leader

Edward Jones; Tempe (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Sick time

Vacation (15 days)

Bonuses and profit sharing

Employee Assistance Program

Job summary

Edward Jones’ Tailored Branch Support team is seeking a Team Leader to oversee approximately 20 associates who assist branch teams and clients via phone and written inquiries. You will drive performance, develop talent, and maintain strong stakeholder partnerships in a regulated environment.

The role requires a Current Series 7 license, a Bachelor’s degree or equivalent experience, and 3+ years of management experience in financial services or 2+ years of financial services leadership plus 3+

Qualifications

• Current Series 7 license is required (SIE and Series 7 Top Off).
• Bachelor's degree or equivalent experience required.
• 3+ years' management 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.
• Coaching and developing associates.
• Industry knowledge on specific products, processes, and regulations.
• Strong analytical skills and ability to understand process and procedures.

Responsibilities

• Lead and develop a team by setting goals, driving performance, and fostering a culture of trust, engagement, and accountability.
• Attract, develop, and retain talent through coaching, feedback, performance management, and partnership with HR and Recruiting.
• Align team efforts to department and division priorities by managing projects, initiatives, and change effectively.
• Build and maintain strong stakeholder relationships, advocating for branch teams and enhancing the client experience.
• Manage client and branch escalations and ensure timely, effective resolution.
• Operate with sound business judgment in a risk‑sensitive environment, anticipating issues and implementing solutions.
• Support and deliver department and firm initiatives, including transformation efforts, process improvements, and talent development strategies that enhance branch support operations and client experience.

Skills

Team leadership

Coaching

Performance management

Stakeholder management

Change management

Analytical skills

Regulatory awareness

Education

Bachelor's degree or equivalent experience

Job description

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.

Edward Jones’ Tailored Branch Support team is seeking a Team Leader to lead approximately 20 associates who support branch teams and clients through phone and written inquiries. This role is accountable for team performance, talent development, stakeholder partnership, and execution of department and firm initiatives in a highly regulated environment.

What You’ll Do:

• Lead and develop a team by setting goals, driving performance, and fostering a culture of trust, engagement, and accountability
• Attract, develop, and retain talent through coaching, feedback, performance management, and partnership with HR and Recruiting
• Align team efforts to department and division priorities by managing projects, initiatives, and change effectively
• Build and maintain strong stakeholder relationships, advocating for branch teams and enhancing the client experience
• Manage client and branch escalations and ensure timely, effective resolution
• Operate with sound business judgment in a risk‑sensitive environment, anticipating issues and implementing solutions
• Support and deliver department and firm initiatives, including transformation efforts, process improvements, and talent development strategies that enhance branch support operations and client experience

Must reside in either the PST or MST time zone. Working hours will be 8-5pm PST.

What Experience You Need:

• Current Series 7 license is required (SIE and Series 7 Top Off)
• Bachelor's degree or equivalent experience required
• 3+ years' management 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
• Coaching and developing associates
• Industry knowledge on specific products, processes, and regulations
• Strong analytical skills and ability to understand process and procedures

What Could Set You Apart:

• 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.

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.

Benefits:

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long‑term disability
• Basic life
• Basic AD&D coverage
• Short- and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing
• Employee Assistance Program

For more information on the Benefits available to Edward Jones associates, please visit our benefits page.