Wealth Management Product Manager: Advisor Solutions

Edward Jones

Tempe (AZ)

On-site

USD 85,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401k retirement plan
Paid holidays
Vacation days
Bonuses and profit sharing
Employee assistance program

Job summary

Edward Jones in Tempe, AZ is seeking an Associate Product Manager to support product strategies for mutual funds, ETFs, UITs, and more. You will partner with product leaders and advisors to drive outcomes that enhance client experiences and advisor effectiveness.

The role bridges analytical execution and product ownership, requiring data analysis, stakeholder feedback, and a collaborative mindset within a Fortune 500 firm that values inclusion and community impact.

Qualifications

  • Bachelor’s degree required; quantitative disciplines preferred.
  • Series 7 and Series 66 required (or ability to obtain within 12 months of hire).
  • 3+ years of relevant financial services, investment, product management, or related experience.
  • Proficiency with Microsoft Office tools and analytics/visualization platforms such as Tableau or similar tools.
  • Interest in industry designations such as CFP, CFA, CIMA, ChFC is a plus.

Responsibilities

  • Collaborate with Product Managers and leadership to develop, execute, and enhance product strategies aligned with firm priorities and client needs.
  • Gather, analyze, and synthesize data, business insights, market trends, and stakeholder feedback to identify opportunities, risks, and recommendations.
  • Support the management of product and partner relationships of moderate size and complexity.
  • Help evaluate product performance, competitive positioning, advisor adoption, and client impact to inform product decisions.
  • Maintain assigned product portfolios and contribute recommendations related to product enhancements, launches, lifecycle management, and partner changes.
  • Assist in the development and execution of business plans that align with the firm’s strategic direction.
  • Partner with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support product initiatives and resolve issues.
  • Ensure product communications, educational materials, and partner support resources are accurate, effective, aligned with firm messaging, and compliant.
  • Serve as a developing subject matter expert for assigned product areas and maintain knowledge of product features, benefits, pricing, industry trends and regulatory developments.
  • Lead selected initiatives and process improvement efforts with limited guidance while contributing to broader divisional and cross‑functional projects.
  • Support risk identification and mitigation efforts to maintain product quality, client outcomes and business continuity.

Skills

Cross-team collaboration
Stakeholder influence

Education

Bachelor's degree

Tools

Tableau
Excel

Job description

Edward Jones in Tempe, AZ is seeking an Associate Product Manager to support product strategies for mutual funds, ETFs, UITs, and more. You will partner with product leaders and advisors to drive outcomes that enhance client experiences and advisor effectiveness.

The role bridges analytical execution and product ownership, requiring data analysis, stakeholder feedback, and a collaborative mindset within a Fortune 500 firm that values inclusion and community impact.

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