Team Leader
- Series 7
- SIE
- Pension
Not enough detail in this posting to match
Opportunity Overview
Edward Jones’ Tailored Branch Support team is seeking a Team Leader to lead approximately 20 associates who support branch teams and clients through phone and written inquiries. This role is accountable for team performance, talent development, stakeholder partnership, and execution of department and firm initiatives in a highly regulated environment.
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
Position Requirements
*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.
Company Description
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 ourPurpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
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
EEO Statement
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.
Salary Information
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 ourbenefits page.- Position Schedule: Full-Time
- Posting Location: Arizona, Tempe
- External Work Arrangements: Campus-Based, Home-Based
- Position Type: Home Office
- Recruiter: Jessica Deer
- Country: United States
- Search Headquarters Positions by Area of Interest: Branch Office Support
Team Leader · Edward Jones