Team Leader

Edward Jones; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Edward Jones in Tempe, AZ seeks a Team Leader for its Tailored Branch Support group to lead approximately 20 associates who support branch teams and clients via phone and written inquiries.

You will drive performance, coach staff, and partner with HR to attract and retain talent, ensuring alignment with department priorities and risk controls in a regulated environment.

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.
• Coach and develop 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

Leadership

Coaching

Analytical skills

Regulatory knowledge

Client focus

Education

Bachelor's degree or equivalent experience

Series 7 license (SIE and Series 7 Top Off)

Job description

This job posting is anticipated to remain open for 30 days, from 04-Sep-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 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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

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
• 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
• Coach and develop associates
• Industry knowledge on specific products, processes, and regulations
• Strong analytical skills and ability to understand process and procedures

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .