Senior Risk Manager, Change and Integration
Edward Jones is seeking a skilled financial services professional to serve as an associate product manager for Alternative Investments (Alts) within the Wealth Management Advice and Solutions (WMAS) team. This individual will collaborate with team members to support the development and execution of the firm's Alts product strategy to ensure branch teams have quality product and support needed to help clients achieve their financial goals.
About the Role
This position will support the development and management of innovative Alts products and solutions that align with firm advice and guidance in collaboration with internal and external stakeholders. The role will also involve supporting Alts onboarding and ongoing duties, managing and maintaining the portfolio of products, influencing recommendations to add/remove/change products or product partners as needed, shaping and executing business plans that align with firm strategic direction, ensuring that product literature is maintained and wholesaling support is effective, aligned with key firm messages and compliant, resolving moderately complex/broad product partner issues as escalated, interfacing with product partner peer contacts, and serving as a subject matter expert for Alts product partner solutions for the firm.
Responsibilities
- Support the development and management of innovative Alts products and solutions that align with firm advice and guidance in collaboration with internal and external stakeholders
- Responsible for supporting Alts onboarding and ongoing duties in order to manage and maintain the portfolio of products, including influencing recommendations to add / remove / change products or product partners as needed
- Ensure that product literature is maintained and wholesaling support is effective, aligned with key firm messages and compliant
- Resolve moderately complex/broad product partner issues as escalated
- Interface with product partner peer contacts
- Serve as a subject matter expert for Alts product partner solutions for the firm. Includes foundational knowledge of product partner products features, benefits, pricing, and their relative positioning in the marketplace
Requirements
- Bachelor's Degree
- 5+ years of risk management and/or change management experience
- Experience leading and managing multiple initiatives/projects/large efforts
- Ability to communicate effectively with senior leadership
- Strong analytical, problem-solving and systems thinking skills including the ability to independently identify, prioritize, monitor, communicate, and/or resolve issues, including root cause analysis
- FINRA Series 7 license or acquire within 12 months of hiring
Qualifications
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.
Skills
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
Benefits
- 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
- Associates may be eligible for bonuses and profit sharing
- All associates are eligible for the firm's Employee Assistance Program
Pay
Compensation provided for using, not obtaining, the rating.
Schedule
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.