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Product Analyst, Platform Management - Investment Advisory

Company: Edward Jones
Location: Saint Louis
Posted on: March 17, 2019

Job Description:

Opportunity Overview Edward Jones, founded in 1922, is dedicated to helping serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. The Investment Advisory Platform Management team at Edward Jones, which is part of the Client Strategies Group division, is responsible for developing and managing world-class investment management offerings that integrate firm advice and help drive an ideal client experience. We seek to provide our clients with personalized investment solutions to address their financial needs and consider their unique preferences. The Client Strategies Group helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking ,insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm's goals of deeply serving clients and associates serve as the firm's subject matter experts for their respective areas. Position Requirements * Bachelor's degree required. * 1-3 years financial services, product management, or strategic planning/consulting experience preferred. * Series 7 and 66 required within 6 months of hire Qualifications for the Ideal Candidate: * Strong client focus and the ability to think in terms of the client experience and perspective. * Internally driven with the ability to think clearly and form a point of view. * Curious and inquisitive about new ideas and trends. * Ability to collaborate with and influence others to gain consensus and alignment. * Strong conceptual and analytical skills. * Strong written and verbal communications skills. * Ability to exercise good judgment to identify, prioritize and resolve basic, routine problems. * Advanced Microsoft Excel skills preferred * Knowledge of data querying, analysis, and/or visualization tools a plus (Hyperion, SQL, Tableau, VBA, etc.).SDL2017

Keywords: Edward Jones, St. Louis , Product Analyst, Platform Management - Investment Advisory, Executive , Saint Louis, Missouri

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