Description

Opportunity Overview

We are seeking an experienced investment professional to proactively identify, evaluate, and oversee high-quality investment solutions that align with our long-term investment philosophy, 4-pillar framework, and diverse stakeholder objectives. This role plays a critical part in helping clients achieve their financial goals through thoughtful portfolio construction, rigorous due diligence, and collaborative decision-making.

Key Responsibilities:

Investment Research & Oversight

Identify, recommend, and continuously monitor investment solutions across a broad range of asset classes, including fixed income, multi-asset, and balanced strategies. Coverage spans multiple vehicle types such as ETFs, mutual funds, and separately managed accounts (SMAs), ensuring flexibility and suitability for varied client needs.

Strategic Recommendation & Communication

Translate complex investment analysis into clear, concise, and actionable insights. Effectively communicate recommendations, portfolio implications, and timely market developments to internal teams and key stakeholders to support informed decision-making.

Stakeholder Partnership

Work collaboratively across teams to drive strong client and firm outcomes. Act as a trusted partner to stakeholders, aligning investment solutions with strategic objectives while fostering an inclusive, solutions-oriented culture.

Leadership & Team Development

Serve as a senior member of the team, modeling professionalism, sound judgment, and the firm's core values. Mentor and coach colleagues, cultivating high standards of performance, collaboration, and continuous learning across the group.

Impact & Continuous Improvement

Contribute to the evolution of investment processes and frameworks by incorporating insights from market trends, portfolio outcomes, and stakeholder feedback to enhance the overall quality of investment solutions.

EEO Statement

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 law.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Position Requirements

• Bachelors Degree in a relevant or complementary field to investment manager due diligence.
• 5+ years of industry experience preferred.
• Series 7 and 66 consistent with department policy or attained in alignment with department timelines.
• CFA required consistent with department policy or significant progress towards the CFA upon potential hire.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.", "salary_raw": "Row(double=None, string="Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short - and long - term disability, basic life, and basic AD&D coverage. Short - and long - term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax - advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .")"}