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Associate Product Manager- Retirement Income

Company: Edward Jones
Location: Florissant
Posted on: November 19, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. Edward Jones is undergoing a major initiative in how we help our FAs and Clients visualize, optimize and materialize retirement income for potentially all 7 million clients and branch teams. As an Associate Product Manager, you will be an integral team member of new Retirement Income products team within Edward Jones' Client Strategies Group. This team is responsible with firm's retirement income initiative including our overall methodology, client and FA experiences, existing and new investment solutions, specific planning techniques and "paycheck" execution strategies. Your role will require experience with high-impact, complex business projects and requires a high degree of strategic thinking, delivering the right results and championing change. Responsibility Summary :Collaborate with team members to support the development and execution of the firm's retirement income product strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. More specifically, this team is responsible with firm's retirement income initiative including our overall methodology, client and FA experiences, existing and new investment solutions, specific planning techniques and "paycheck" execution strategies. Translate Client and FA data into high-value, actionable insights for senior leadership and business partners, developing and refining new analyses in response to business needs, and bringing expertise on emerging trends. Analyze the effectiveness of programs, perform calculations, summarize, and present insights to enhance future efforts using appropriate descriptive statistical methods. Support the design and development of innovative retirement income products that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Serve as a subject matter expert for assigned responsibilities for the firm. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Problem Solving: Problems faced by associates in this role tend to be moderately complex and unstructured. Achieves results with occasional guidance from their leader and team members. Decision Making: The decisions in this position are moderate to high in impact. Span of Influence: The span of influence in this position is moderate. Regularly interface with associates in Products, Product Review, Marketing, Data Analytics and Solutions. Education/Certification: Bachelor's degree required with quantitative discipline preferred (E.g. finance, economics, accounting, math, engineering, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Years of Experience:Generally, 3 years of relevant financial services and data analysis experience. Functional Knowledge:Strong technical aptitude and analytical skills Highly collaborative Solid written, verbal and presentation skills Intermediate proficiency with systems and tools such as MS Office, Tableau and databases 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list. 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45. 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list. 2022 Best Places to Work For LGBTQ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQEquality. 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. 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: Salary: $76798 - $130764 Category: Headquarters

Keywords: Edward Jones, Florissant , Associate Product Manager- Retirement Income, Executive , Florissant, Missouri

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