Wealth Services Team Lead — Elevate Client & Branch Experience

Edward Jones; St. Louis (MO); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision

401k retirement plan

Paid holidays

Vacation and sick leave

Volunteer time off

Job summary

Edward Jones is seeking a Service Team Leader in the Financial Planning & Core Wealth department to lead a team of service professionals supporting branch offices and clients. The role combines people leadership, operational excellence, and strategic execution to deliver exceptional service while advancing key business objectives.

You will coach and develop associates, champion an inclusive team culture, and collaborate with partners across the firm to improve processes and outcomes.

Qualifications

• Bachelor's degree or equivalent experience required.
• Proven leadership experience in financial services.
• Strong analytical and problem-solving abilities.
• Ability to drive change and manage competing priorities.

Responsibilities

• Lead, coach, and develop a team of service associates, fostering accountability and collaboration.
• Monitor service metrics and workflows to ensure exceptional support for branch offices and clients.
• Attract, onboard, and develop top talent with performance management practices.
• Lead departmental initiatives and change-management efforts aligned with priorities.
• Build partnerships across the firm using data-driven insights to improve client experiences.

Skills

Leadership experience

Coaching and development

Analytical skills

Decision making

Change management

Client service focus

Team building

Education

Bachelor's degree or equivalent experience

Job description

Edward Jones is seeking a Service Team Leader in the Financial Planning & Core Wealth department to lead a team of service professionals supporting branch offices and clients. The role combines people leadership, operational excellence, and strategic execution to deliver exceptional service while advancing key business objectives.

You will coach and develop associates, champion an inclusive team culture, and collaborate with partners across the firm to improve processes and outcomes.