Team Leader

Edward Jones; Tempe (AZ); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical & prescription drug benefits

Dental & vision benefits

Short- and long-term disability

Job summary

Edward Jones in Tempe, AZ seeks a senior manager to lead and develop a high-performing team within its branch support structure. The role emphasizes coaching, talent development, and risk-aware decision making to improve client experience.

Requires current Series 7 and a bachelor’s degree or equivalent experience. Experience in financial services leadership and the ability to manage projects and stakeholders are essential.

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 or 2+ years plus leadership experience.
• Coaching and developing associates.
• Industry knowledge on products, processes, and regulations.
• Strong analytical skills and ability to understand processes.

Responsibilities

• Lead and develop a team by setting goals, driving performance, and fostering trust.
• Attract, develop, and retain talent through coaching and performance management.
• Align team efforts to department priorities and manage projects effectively.
• Build stakeholder relationships, advocate for branch teams and client experience.
• Manage client and branch escalations and ensure timely resolution.
• Operate with sound business judgment in a risk-sensitive environment.
• Support firm initiatives including transformation, process improvements, and talent development.

Skills

Team leadership

Talent coaching

Stakeholder management

Risk awareness

Analytical skills

Process knowledge

Education

Bachelor's degree or equivalent experience

Current Series 7 license (SIE and Series 7 Top Off)

Job description

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

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

• 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&DD coverage.
• Short- and long-term disability, basic life, and basic AD&DD 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.