Edward Jones

Relationship Manager

Edward Jones$80K — $100K *
Tempe, AZ 85281In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • Bachelor's degree in business or related field or equivalent work experience
  • 5+ years of experience in financial services, client support, private banking, or wealth management preferred
  • Series 7 and 66 certification preferred
  • Previous concierge or High Net Worth/Top Practice support experience

Responsibilities

  • Demonstrate advanced service excellence in problem-solving and providing thorough solutions
  • Identify complex issues and communicate effectively to influence positive business outcomes
  • Provide innovative solutions by adding value and capacity to services for Financial Advisors
  • Anticipate client and advisor needs, creating efficiencies and addressing requests with urgency
  • Establish and maintain deeper relationships with top branch teams, including attending some branch meetings
  • Build and maintain stakeholder relationships to identify process improvements and support initiatives
  • Engage in continuous learning and development and organize team meetings and educational sessions

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Short- and long-term disability, basic life, and basic AD&D coverage at no cost to associates
  • 401k retirement plan with matching contributions
  • Paid holidays and generous vacation time starting with 15 days
  • Sick leave, personal days, and paid time for volunteerism
  • Bonus and profit-sharing eligibility
  • Employee Assistance Program for associates
Full Job Description
Opportunity Overview

Advanced Branch Support is seeking a highly motivated professional to deliver elevated, concierge-style support of our top practices. The Relationship Manager is responsible for building and maintaining strong and trusting relationships with our top producing branch teams, serving as a dedicated partner with the branch team and acting as strategic and operational support for their complex initiatives.
What You Will Do:
  • Consistently demonstrate an advanced level of service excellence with the ability to leverage different knowledge areas to problem solve, provide thorough solutions, and alternatives.
  • Must be able to identify complex issues and pain points and communicate clearly and effectively influence to yield positive business results.
  • Provide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff.
  • Anticipate and recognize client and advisor needs, identify opportunities to create efficiencies and resolve requests with urgency and accuracy.
  • Responsible for establishing, owning, and maintaining a deeper relationship with top branch teams, including attending branch meetings with some travel necessary for branch visits.
  • Identify, build, and maintain stakeholder relationships to improve the department's effectiveness by identifying potential process changes, improvements, and enhancements, and supporting new team, department and firmwide initiatives.
  • Responsible for continuous learning and development through department emails, helping to organize and lead team/department meetings, and continuing education sessions for knowledge areas of interest to our top branch teams.


Position Requirements

What Experience You Will Need:
  • Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • Bachelor's degree in business or related field or equivalent work experience.
  • 5+ years of experience in financial services, client support, private banking, or wealth management preferred.
What will set you apart:
  • Series 7 and 66
  • Previous concierge or High Net Worth/Top Practice support experience

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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