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Associate Product Manager- Retirement Income

Company: Edward Jones
Location: Saint Louis
Posted on: September 24, 2022

Job Description:

Edward Jones is undergoing a major initiative in how we help our FAs and Clients visualize, optimize and materialize retirement income for potentially all 7 million+ clients and branch teams.

As an Associate Product Manager, you will be an integral team member of new Retirement Income products team within Edward Jones' Client Strategies Group. This team is responsible with firm's retirement income initiative including our overall methodology, client and FA experiences, existing and new investment solutions, specific planning techniques and \"paycheck\" execution strategies. Your role will require experience with high-impact, complex business projects and requires a high degree of strategic thinking, delivering the right results and championing change.

Responsibility Summary :

  • Collaborate with team members to support the development and execution of the firm's retirement income product strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. More specifically, this team is responsible with firm's retirement income initiative including our overall methodology, client and FA experiences, existing and new investment solutions, specific planning techniques and \"paycheck\" execution strategies.
  • Translate Client and FA data into high-value, actionable insights for senior leadership and business partners, developing and refining new analyses in response to business needs, and bringing expertise on emerging trends.
  • Analyze the effectiveness of programs, perform calculations, summarize, and present insights to enhance future efforts using appropriate descriptive statistical methods.
  • Support the design and development of innovative retirement income products that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development.
  • Serve as a subject matter expert for assigned responsibilities for the firm.
  • Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.)

    Problem Solving:
    Problems faced by associates in this role tend to be moderately complex and unstructured. Achieves results with occasional guidance from their leader and team members.

    Decision Making:
    The decisions in this position are moderate to high in impact.

    Span of Influence:
    The span of influence in this position is moderate. Regularly interface with associates in Products, Product Review, Marketing, Data Analytics and Solutions.

    Req ID

    Position Type
    Home Office

    Position Schedule

    EEO Statement
    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.

    Posting Location
    Missouri, St. Louis

    Company Description
    At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

    In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

    Flexible Work Option(s) (Select all that apply)

    Awards and Accolades
  • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
    • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
      • From The Human Rights Campaign. All Rights Reserved
      • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
      • J.D. Power, 2021 - Edward Jones has ranked \"highest in Employee Advisor Satisfaction among Financial Investment Firms\" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
        • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.
          Search Headquarters Positions by Area of Interest
          Investment Products and Strategy

          Position Requirements
          • Bachelor's degree required with quantitative discipline preferred (E.g. finance, economics, accounting, math, engineering, actuarial science, etc.).
          • Series 7, 66 required within 12 months of hire.
            Years of Experience:
            • Generally, 3+ years of relevant financial services and data analysis experience.
              Functional Knowledge:
              • Strong technical aptitude and analytical skills
              • Highly collaborative
              • Solid written, verbal and presentation skills
              • Intermediate proficiency with systems and tools such as MS Office, Tableau and databases

                Colorado Salary Information
                At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visitourcareersite to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Keywords: Edward Jones, St. Louis , Associate Product Manager- Retirement Income, Executive , Saint Louis, Missouri

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