You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Full-Time

Team Overview:

In the Client Services and Operations division at Edward Jones, you'll focus on creating the ideal client and branch experience. From account opening to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, you'll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.

The opportunity will be to lead the research, development, design and implementation of Operations systems, primarily focused on Managed Accounts as a member of a cross-divisional team. The work will include new development, enhancements to existing functionality and defect resolution. In this role, collaboration with multiple internal and external stakeholders will be required to drive these changes to implementation for a world class, human centered experience. This is a senior individual contributor role ideally suited to an individual with former operations, managed account, and project experience.

What You'll Do:

• Plan, lead, and execute the operations components of projects, enhancements, and processes related to Operations, with initial focus in managed accounts. This includes the launch of new products or product partners, enhancements to existing tools and systems, and high-visibility firm priorities.

• Plan and lead risk identification and verification for new products and tools.

• Act as Operations consultant with business and I.S. leaders from multiple divisions and with varying levels of influence. Maintain strong relationships with internal and external stakeholders.

• Lead the risk review for testing of complex enhancements and system upgrades with responsibility for the identification, tracking of issues, and implementation of solutions.

• Develop, maintain, and explore new relationships with 3rd party vendors to offer tools and solutions that make it easier, faster, and better for branch teams to meet client needs.

• Liaison and develop relationships with other financial firms and institutions when working on vendor selection and developing products for the firm.

• Adopt processes for risk controls (e.g. Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.

• Collaborate with Firm Analytics to leverage data for insights and reporting needed to inform business decisions and communicate results.

• Determine appropriate workflows, leveraging results of qualitative and quantitative analysis.

• Act as subject matter expert in assigned product area(s) of emphasis.

• Provide feedback, coaching, training, and guidance to help develop other associates; takes a leadership role in the development of new associates/interns; and may lead other associates.

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

Hiring Minimum: $97400

Hiring Maximum: $165800

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Skills/Requirements

What Experience You'll Need:

• Bachelor's degree or advanced degree preferred.

• SIE and Series 99 required within 89 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.

• Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) required within 12 months of start date (CA)

• Generally, 5 years of experience working within Operations with a preference for Managed Account experience.

• Strong operations, managed account and business system analysis experience needed.

• Experience working with Data Reporting and Analytics tools such MS PowerBI, SQL, Snowflake, Tableau will be considered an asset.

Candidates that live within a commutable distance from our Mississauga, Ontario home office location are expected to work in the office three days per week, with preference for Tuesday through Thursday.*

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Awards & 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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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About Us

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 our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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