At Edward Jones, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we've located our 12,000+ branch offices in the neighborhoods where our
nearly 7 million clients live and work.
Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Our commitment to providing a workplace that both challenges
us and rewards our associates has contributed to our inclusion in FORTUNE magazine’s list of the “100 Best Companies to Work For 2018” in America.
Edward Jones Retirement Products:
is responsible for individual retirement accounts (Traditional and Roth IRAs) and employer-sponsored retirement plans for the corporate and tax exempt markets (i.e. 401(k), 403(b), profit-sharing, defined benefit, etc.). The team is responsible for
driving the retirement product strategy and product partner relationships, through innovation and the application of subject matter expertise, in order to ensure that branch teams have a consistent supply of high-quality retirement products and resources
to meet the needs of our clients.
We are looking for an executive level Retirement professional, which will bring significant leadership experience to direct strategy and execution through multiple, highly capable teams.
Lead and develop a team of product specialists who demonstrate proficiency in qualified and non-qualified retirement plans for corporate and tax-exempt
Lead and develop a team that analyzes client insights, market analytics, historical trends, and industry landscape to predict client demand and manage product supply.
new markets and new ways to deliver retirement plan products and services to reach a broader spectrum of potential clients.
Lead and assist others in the management of business and regulatory risk to ensure continuity and effectiveness of employer
sponsored retirement plan solutions.
Understand firm and branch tools/systems and identify opportunities for enhancements.
Partner with internal areas and product partners to ensure alignment of product partner, client, and branch-facing
Lead the development and execution of the department's annual business plan to produce the desired results.
Collaborate with other stakeholders in the firm that support the retirement plan business to ensure the necessary
alignment and support.
Know our product partners and build relationships throughout their organizations to advance strategic and tactical initiatives.
Knowledge and Qualifications:
degree in business, finance or economics, or equivalent work experience; advanced degree a plus.
Series 7 and 24 and required within 6 months of hire. Series 66 required within 12 months.
10+ years of increasingly significant
experience in the retirement plan industry.
Strong knowledge of ERISA and the regulatory landscape, including DOL rules.
In depth knowledge of retirement plan products and services, including knowledge of service providers and
responsibilities across various (bundled and unbundled) platform arrangements.
Strong knowledge of retirement plan design, compliance, administration, and recordkeeping requirements, etc. as well as retirement plan pricing.
to consult with financial advisors and clients regarding the design and implementation of various retirement plan alternatives best suited to unique goals and objectives.
Strong people leadership skills including demonstrated success in developing
others, as well as a track record for getting results with and through others.
Proven track record of developing and executing broad business plans to grow and support the retirement plan business.
Proven track record of strategic thought
leadership, especially with retirement plans.
Strong analytical and communication (verbal and written) skills.