Relationship Manager

About Us

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are a privately-owned firm focused on improving the lives of our clients and colleagues, and bettering our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Responsibilities

• Deliver elevated, concierge-style support to top-producing branch teams, serving as a dedicated partner and providing strategic and operational assistance for complex initiatives.
• Demonstrate advanced service excellence by leveraging diverse knowledge areas to problem-solve, provide thorough solutions, and explore alternatives.
• Identify complex issues and pain points, communicating clearly and effectively to influence positive business outcomes.
• Provide innovative solutions by identifying additional value-added services and partnering confidently to build trusting relationships with Financial Advisors and branch staff.
• Anticipate and recognize client and advisor needs, creating efficiencies and resolving requests with urgency and accuracy.
• Establish, own, and maintain deeper relationships with top branch teams, including attending branch meetings and traveling for branch visits as necessary.
• Identify, build, and maintain stakeholder relationships to improve departmental effectiveness by proposing process changes, improvements, and enhancements.
• Support new team, department, and firm-wide initiatives.
• Engage in continuous learning and development through department communications, organizing and leading team meetings, and participating in continuing education sessions.

Requirements

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams).
• Bachelor’s degree in business or a related field, or equivalent work experience.
• 5+ years of experience in financial services, client support, private banking, or wealth management (preferred).

Qualifications

• Series 7 and 66 licenses.
• Previous concierge or High Net Worth/Top Practice support experience.

Candidates living within a commutable distance from our Tempe, AZ or St. Louis, MO home office locations are expected to work in the office four days per week.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost to associates.
• 401k retirement plan and tax-advantaged accounts (health savings account, flexible spending account).
• Ten paid holidays and 15 days of vacation for new associates beginning January 1 of each year.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program available to all associates.