Senior Team Leader
This job posting is anticipated to remain open for 30 days from 24-Aug-2026 and may close early due to the volume of applicants.
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’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.
About the Role
The Performance Senior Team Leader in Tailored Branch Support leads a small team of Solution Specialists and partners with Team Leaders to support underperforming associates. This role focuses on performance recovery through targeted coaching, customized development plans, and structured support to help associates return to consistent productivity. It reinforces accountability, standards, and behavioral alignment while collaborating closely with frontline leadership.
Senior Team Leaders operate with a high level of autonomy and influence, leading complex initiatives, driving department priorities, and making key decisions with minimal oversight. They mentor leaders, manage high-risk stakeholder relationships, contribute to transformation efforts, and can step in as interim Department Leader when needed.
Responsibilities
- Performance Recovery: Identify at-risk associates, assess root causes, deliver targeted coaching, and implement tailored improvement plans to support successful reintegration.
- Training & Upskilling: Provide focused retraining on quality, productivity, systems, and SOPs while improving training approaches to address gaps.
- Behavioral Coaching: Address attendance, engagement, and conduct issues; reinforce expectations and company values; and partner with HR on compliance and documentation.
- Leader Partnership: Support leaders with coaching strategies and performance management, reducing time spent on prolonged issues.
- Data & Insights: Track outcomes, analyze trends, and recommend improvements to processes and training.
- Project Management: Lead department and division initiatives, align team efforts to priorities, and implement change through effective planning and execution.
- Stakeholder Management: Build relationships across teams, advocate for branch needs, and support an optimal client experience.
- Travel: Participate in meetings, training sessions, and other events as required.
Requirements
- Series 7 license is required (SIE and Series 7 Top Off).
- Bachelor's degree or equivalent experience.
- 3+ years leadership experience in financial services industry or 2+ years financial services experience along with 3+ years of non-industry specific leadership experience or successful completion of Leadership Development course.
- A diverse background across numerous areas of the division, firm, and/or industry is a plus. Experience in more than one Service area preferred, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.
- Advanced coaching and conflict management skills.
Qualifications
- Series 66 is a plus.
Schedule
This position supports the MST/PST time zones and will operate on a 9 AM–6 PM CST 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.
Benefits
- Medical and prescription drug coverage.
- Dental and vision insurance.
- Voluntary benefits (such as accident, hospital indemnity, and critical illness).
- Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost to associates.
- 401k retirement plan.
- Tax-advantaged accounts: health savings account and flexible spending account.
- Ten paid holidays.
- 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.
- Eligibility for bonuses and profit sharing.
- Employee Assistance Program.