Multi-Asset Senior Portfolio Manager, Model Team

Company: Edward Jones Investments
Location: Saint Louis
Posted on: January 7, 2026

Job Description:

The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals. From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds. • PST is seeking a Portfolio Manager to join our team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients’ complete wealth management needs. • PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. o The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax-sensitive, UMA, and personalized platforms. o The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund. o This position will specifically support Model Teams within PST. • The Edward Jones Advisory Fund and UMA Models amount to over $400 billion dollars and growing. • The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi-sub-adviser mutual funds with over $200 billion in assets (18th largest mutual fund complex). Key Responsibilities: • Responsible for providing portfolio construction and implementation, manager selection across firm discretionary and client directed asset allocation portfolios, enhancing, and executing the asset allocation implementation, and asset class expertise for the assigned asset class(es) • Deliver performance results that meet or exceed expectations on behalf of clients. • Serve as a multi-asset portfolio construction deep subject matter expert and deliver high quality recommendations on an efficient basis that supports our Advisory and/or client directed programs/models. • Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace • Contribute to internal departments and committees in making better informed decisions consistent with the firm’s long-term strategy. • Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed • Develop SME knowledge for assigned asset class(es) to share expertise and support PST as well as other key stakeholders as needed Qualifications Required in the Job: • Finance or Economics Bachelor’s degree and/or MBA preferred • CFA or actively pursuing CFA designation in accordance with firm policy • Series 7 and Series 66 required or attainable in accordance with firm policy • 5 years’ experience in investment analysis, portfolio management and/or extensive industry experience preferred • Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management • Solid knowledge of various types of investments, asset classes, and markets • Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles) • Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset • Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems • Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards) • Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL). • Ability to collaborate and work effectively in a team-based environment

Keywords: Edward Jones Investments, Florissant , Multi-Asset Senior Portfolio Manager, Model Team, Accounting, Auditing , Saint Louis, Missouri