Edward Jones

Portfolio Manager

Edward Jones$100K — $120K *
Tempe, AZ 85281In-Person
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 6+ years of experience in portfolio, program, or project management
  • Expertise in Lean Portfolio Management and agile methodologies
  • Strong strategic thinking and business acumen
  • Proficient in building trust and influencing senior leaders
  • Exceptional executive communication skills
  • Experience with project management tools and financial governance processes

Responsibilities

  • Lead and develop a team focused on project execution and continuous improvement
  • Manage strategic initiatives aligned with business goals
  • Collaborate with senior leaders on enterprise initiatives
  • Oversee stakeholder management for the portfolio
  • Identify and remove obstacles while managing risks
  • Apply lean portfolio management principles
  • Utilize data insights to measure success and inform decisions
  • Communicate updates and recommendations to senior leadership

Benefits

  • Comprehensive health coverage including medical, dental, and vision
  • 401k retirement plan and tax-advantaged account options
  • Generous paid time off policy including holidays and personal days
  • Paid volunteer day and support for community involvement
  • Potential eligibility for bonuses and profit sharing
  • Employee Assistance Program available for all associates
Full Job Description
Opportunity Overview

Want a seat at the table where key business decisions are made? The Firm Portfolio Management Office (FPMO) partners directly with senior leadership to prioritize, coordinate, and deliver the firm's most critical initiatives. In this role, you'll influence strategic direction, connect teams across the organization, and help drive successful execution of transformational work. You'll serve as a trusted advisor, balancing business priorities, enabling informed decision-making, and helping teams focus on what matters most.
In this role, you will:
  • Lead and develop a team of associates and contractors who will drive project execution, organizational change, and continuous improvement efforts.
  • Manage a portfolio of strategic initiatives that support key business goals.
  • Partner with senior leaders to deliver the enterprise epic that support the portfolio
  • Responsible for portfolio stakeholder management
  • Remove obstacles, manage risks, and keep the portfolio on track.
  • Will follow lean portfolio management principles
  • Use data and insights to measure success and guide decision-making.
  • Communicate progress, results, and recommendations to senior leadership.


Position Requirements

  • Bachelor's degree required
  • 6+ years of relevant portfolio, program, or project management experience
  • Expertise in Lean Portfolio Management and agile ways of working
  • Strong business acumen and strategic thinking to manage complex portfolios.
  • Ability to influence senior leaders and build trust quickly across broad matrix teams
  • Exceptional executive level communication skills
  • Experience with enterprise project management or agile tools, plus knowledge of governance and financial processes
Preferred:
  • 5+ years of leadership and business strategy experience preferred
  • PMP or Agile certifications (Lean Portfolio Management) or equivalent experience preferred.

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.

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 our benefits page.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Founded
1997

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