Team Leader - Advanced Branch Support

Edward Jones; Tempe (AZ); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Dental plan

Vision plan

401k retirement plan

Bonuses

Profit sharing

Job summary

Edward Jones is seeking a Team Leader for the Advanced Branch Support (ABS) department to guide Relationship Managers who serve our top branch teams across the U.S. and Canada.

The role emphasizes providing high-touch, differentiated support and coordinating with the home office to meet client needs. The position requires Series 7 and at least five years of people leadership, with strong judgment, communication, and change-management skills.

Qualifications

• Demonstrated leadership and coaching ability.
• Strong communication and relationship-building skills.
• Experience with program and change management.

Responsibilities

• Lead, coach, and develop Relationship Managers to deliver high-quality support to the firm’s top practices.
• Build strong partnerships across the firm, advocate for evolving practice needs, and influence outcomes that enhance the branch experience.
• Lead day-to-day operations, maintain performance standards, and use metrics, trends, and branch insights to drive team performance and identify opportunities for improvement.
• Partner across business areas to advance process, technology, and service model enhancements that reduce branch effort and support growth and scalability of ABS.

Skills

Leadership

Coaching

Stakeholder engagement

Communication

Change management

Data analysis

Risk management

Influence stakeholders

Job description

This job posting is anticipated to remain open for 30 days, from 29-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.

Team Overview:

The Advanced Branch Support (ABS) department within the Market & Practice Solutions Division is seeking a Team Leader to lead a team of Relationship Managers providing high-touch, differentiated support to the firm’s top branch teams. Relationship Managers serve as a critical connection to the home office, helping some of the firm’s largest and most complex practices navigate business needs and access solutions across the firm. The Team Leader plays a key role in guiding this team and ensuring they deliver the expertise, coordination, and support these practices need to successfully serve their clients.

What You’ll Do:

• Lead, coach, and develop Relationship Managers to deliver high-quality support to the firm’s top practices.
• Build strong partnerships across the firm, advocate for evolving practice needs, and influence outcomes that enhance the branch experience.
• Lead day-to-day operations, maintain performance standards, and use metrics, trends, and branch insights to drive team performance and identify opportunities for improvement.
• Partner across business areas to advance process, technology, and service model enhancements that reduce branch effort, improve outcomes, and support the continued growth and scalability of ABS.

What Experience You Need:

• Series 7 required.
• Minimum of 5 years of people leadership experience.
• Demonstrated ability to develop and coach talent, with strong judgment and decision-making skills.
• Strong written and verbal communication skills, with the ability to build relationships and influence stakeholders across business units and leadership levels.
• Experience with program and change management, strategic thinking, and execution.
• Ability to advocate for branch and client needs while navigating market, firm, and industry events.
• Experience managing escalations, making risk-based decisions, and identifying opportunities to enhance processes and technology.
• Ability to analyze data and trends to generate insights and inform business decisions.

What Could Set You Apart:

• Active Series 66
• If not currently held, must obtain within 9 months of hire.

"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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .