Team Leader

Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded with a focus on client needs over shareholder returns, Edward Jones is known for its innovative, flexible, and inclusive culture.

About the Role

The Tailored Branch Support team is seeking a Team Leader to manage a team of approximately 20 associates supporting branch teams and clients through various inquiries. This role requires leading and developing a team, aligning efforts with department and division priorities, and managing client and branch escalations.

Responsibilities

• Lead and develop a team by setting goals, driving performance, and fostering a culture of trust, engagement, and accountability
• Arrange for the attraction, development, and retention of talent through coaching, feedback, performance management, and partnership with HR and Recruiting
• Align team efforts to department and division priorities by managing projects, initiatives, and change effectively
• Build and maintain strong stakeholder relationships, advocating for branch teams and enhancing the client experience
• Manage client and branch escalations and ensure timely, effective resolution
• Operate with sound business judgment in a risk-sensitive environment, anticipating issues and implementing solutions
• Support and deliver department and firm initiatives, including transformation efforts, process improvements, and talent development strategies that enhance branch support operations and client experience

Requirements

• Current Series 7 license (SIE and Series 7 Top Off)
• Bachelor's degree or equivalent experience required
• 3+ years' management 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 required

Qualifications

• Industry knowledge on specific products, processes, and regulations
• Strong analytical skills and ability to understand process and procedures

Skills

• Effective communication and interpersonal skills
• Ability to handle multiple tasks and prioritize effectively
• Strong organizational and problem-solving skills

Benefits

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts (health savings account, flexible spending account)
• Paid holidays and vacation
• Paid sick time, personal days, and volunteer day
• Opportunities for bonuses and profit sharing
• Employee Assistance Program

Note: Candidates must live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations to work in the office four days per week.