Team Leader – Operations
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.
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.
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