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Team Leader – Operations

Team Leader – Operations



Job# 79142BR

You could say we’re at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future – in the here and now.

Job Overview


Position Requirements:

  • Bachelor’s degree or equivalent experience required. Concentrations in business, accounting, finance, or management are preferred, but other concentrations will be considered.
  • SIE and Series 99 required within 89 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.
  • Two or more years financial services industry or accounting experience, with operations experience highly preferred. Leadership…

About Us

In the Asset Movement division at Edward Jones, you will focus on creating a human centered client and branch experience. As a partner to the branch, your work will support all cash and asset movement through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, you’ll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.

The Estates department is responsible for all firm name decedent processing on retirement, non-retirement qualified plan accounts, processing of death redemption submissions, legal document review for physical certificates, DRP/DRS, fund held mutual funds, and firm to firm transfers of assets registered in deceased client’s name. As a leader of the Estates team, you will be responsible for leading a team that supports the identification, protection, and re-registration of deceased clients’ assets in an accurate, efficient, and timely manner, while maintaining our culture of compliance. Additional key responsibilities include developing associate talent, leading the department’s risk and control activities, identification and implementation of process improvement solutions, and partnering with Service and Estates Insights and Solutions to improve the branch and client Estates experience.


  • Responsible for overall performance of the team including establishing and achieving key performance indicators, key goals and objectives, risk mitigation, and compliance with supervisory procedures and regulations.
  • Full management responsibility for a diverse team of as many as 15 associates. Manages non-exempt and exempt associates and may involve distance leadership.
  • Must understand the team and department functions, processes, and/or systems supported by the team and department within 6 months of hire, and be an expert on the team’s systems, processes, and/or functions within 12 months of hire.
  • Must utilize technology and tools available to identify and implement solutions and create process efficiencies for the team and/or department in a high-volume, document-based environment.
  • Must anticipate, analyze, recommend, and implement solutions regarding team processes, systems, regulations, resource allocation, and controls not guided by policies or procedures.
  • Must have the ability to identify risks and design and implement effective controls to mitigate risks.
  • Ability to proactively build relationships with a wide variety of stakeholders to help influence and make decisions that result in a positive client and branch experience.

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. Visit our career site 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:

Hiring Minimum: $78,795
Hiring Maximum: $134,163