Wealth Services Team Lead - Client Experience & Ops

Edward Jones; Tempe (AZ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

Voluntary benefits (accident, hospital

Critical illness)

Short- and long-term disability

Basic life insurance

Basic AD&D coverage

401k retirement plan

Health savings account

Flexible spending account

10 paid holidays

15 days of vacation for new associates

Sick time

Personal days

Paid day for volunteerism

Bonuses and profit sharing eligibility

Employee Assistance Program

Job summary

Edward Jones is seeking a Service Team Leader in its Financial Planning & Core Wealth group to guide a team of service professionals supporting branches and clients. You will coach, develop, and lead associates, drive process improvements, and align initiatives with firm priorities to deliver exceptional service.

The role emphasizes leadership, analytics, change management, and partnerships across the firm, with a focus on building strong client and colleague experiences and driving positive

Qualifications

• Bachelor's degree or equivalent experience required.
• 3 years of leadership experience in financial services.
• Proven ability to lead, coach, and develop high-performing teams.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to drive change, improve processes, and manage competing priorities.
• Strong client service focus with the ability to build partnerships and influence outcomes across the organization.

Responsibilities

• Lead, coach, and develop a team of service associates, fostering a culture of accountability, collaboration, and continuous improvement.
• Drive team performance by monitoring service metrics, managing workflows, and ensuring exceptional support for branch offices and clients.
• Attract, develop, and retain top talent through effective hiring, onboarding, performance management, and career development.
• Lead and support departmental initiatives, process improvements, and change management efforts that align with firm and division priorities.
• Build strong partnerships across the firm, using data-driven insights to influence decisions and enhance branch, client, and associate experiences.

Skills

Leadership

Analytical

Problem solving

Decision making

Client service focus

Change management

Education

Bachelor's degree

Job description

Edward Jones is seeking a Service Team Leader in its Financial Planning & Core Wealth group to guide a team of service professionals supporting branches and clients. You will coach, develop, and lead associates, drive process improvements, and align initiatives with firm priorities to deliver exceptional service.

The role emphasizes leadership, analytics, change management, and partnerships across the firm, with a focus on building strong client and colleague experiences and driving positive