Job details
Job type full-time
Full job description
At edward jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutionsTo ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team`s ability to build deep relationships with clientsHeadquarters associates in stLouis and tempe provide support and expertise to help u.sAnd canada branch teams deliver an ideal client experienceEdward jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investorsThe service division is looking to add team leaders into the following departments: opening and maintaining accounts, transferring accounts within and outside of jones, cash processing, mutual funds, cost and tax, employer sponsored retirement plans and a few others.
The leader of associates (loa) is responsible for leading a team of associates who respond directly to phone and written inquiries from our branch offices and/or clientsThe critical responsibilities of a loa include:
Department/team performance: ensuring successful team performance by:
Building relationships with associates to create an environment oriented to trust, open communication, creative thinking, and cohesive team effort
Contribute to workflow through the use of applicable systems, statistical analysis, reporting, and holding associates accountable
Effectively allocating resources in order to accomplish work in the most efficient and cost effective manner and ensuring associates receive adequate training and have the necessary resources to complete their work
Talent leadership: attract, develop, and retain talent: each associate is held accountable for meeting individual, team, and department goals and as a result, the loa is responsible for:
Coaching for continuous improvement by providing associates with timely, relevant feedback regarding individual performance through the delivery of branch feedback and qualitative results, one-on-one meetings, trimester reviews, bonus discussions, and annual reviews in an effective manner to all associates
Providing support and guidance to all associates on personal and/or career development plans
Ensuring strong associate engagement and inclusive work environment for their team / department
Project management: the loa is responsible for communicating division objectives and focusing team efforts on high-priority actions that directly support and align to firm/division/department goals and strategies by:
Applying appropriate change management and innovation techniques in order to successfully implement new processes and procedures
Partnering with the department leader to establish vision of stated project, drive initiatives as well as analyzing and computing data to derive opportunities and results
Foster relationships and influence decisions with key stakeholders that are in the best interests of our branches and clients.
Stakeholder relationships: the loa will be required to contribute to relationships with critical stakeholders as well as peers in other divisions/departments.
Leverage the relationships to drive results, promote change and navigate obstacles
Bring an understanding of branch processes and workflow into critical relationships to advocate for the branch and help create an ideal client relationships.
Proactively provide key stakeholders with information to help them enhance and develop systems and processes to create an ideal client relationship
Market/firm/industry event sensitivity: the loa must stay up to date on internal/external market, firm, and/or industry events influencing workflow and stakeholders.
Escalations: the loa must be available to address client/branch escalations.
Leadership and decision making
Has responsibility for a team with high regulatory, financial, control, or service risk and/or significant complexity.
Anticipates, analyzes, and investigates issues and implements solutions to team and department problems regarding processes, systems, products, regulation, data collection, data quality, resource allocation, controls, and costs.
Interprets and applies, where appropriate, industry applications to existing internal systems and processes which could impact cost, headcount, and service to clientsEducation/certification
Bachelor`s degree or equivalent experience required
Series 7 required (or must be obtained within 12 months of hire)
Experience
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.
5+ years of relevant experience preferred.
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.
Fortune 2020 – edward jones was named no7 on the 2020 fortune 100 best companies to work for® list.
From fortune ©2020 fortune media ip limitedAll rights reservedUsed under licenseFortune and fortune 100 best companies to work for are registered trademarks of fortune media ip limited and are used under licenseFortune and fortune media ip limited are not affiliated with, and do not endorse products or services of, edward jones investments.
Edward jones ranked no6 of the 100 best workplaces for millennials by great place to work and fortune magazine.
2020 corporate equality index – edward jones joins the ranks of 680 major u.s businesses that received top marks in the hrc foundations 18th annual scorecard on lbgtq workplace equality
Edward jones named a top company for training, ranking no25 on training magazine`s 2020 training top 125 list – the highest ranking among the financial-services industry!
Financial services firm edward jones has been named one of the 2019 best workplaces for parents by great place to work and fortune magazineThe firm ranked no5 on the list of 50 companies, up two spots from last year.
The best workplaces for parents list is one of a series of rankings by great place to work and fortune based on employee feedback from great place to work-certified™ organizationsEdward jones ranked no7 on the fortune 100 best companies to work for in 2019 list, the firm’s 20th appearance on the listThe firm also was ranked the no1 best workplace in financial services & insurance and the no6 best workplace for millennials by great place to work and fortune.
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 lawAt 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-beingVisit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharingThe 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:
