Cash Sweep Associate Product Manager
Company: EDWARD JONES
Location: Elmhurst
Posted on: May 11, 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.
Responsibility Summary : Collaborate with team members to support
the development and execution of the firm's cash sweep strategy to
ensure branch teams have quality products and support needed to
help clients achieve their financial goals. Support the development
and management of innovative cash 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.
Support the orchestration of the product line, which includes
ensuring roadmaps for training, positioning, marketing, product
lifecycle, etc. Responsible for cash product partner/vendor
relationships of moderate size, complexity, number or impact in
order to: manage and maintain their portfolio of products including
influencing recommendations to add / remove / change products or
product partners as needed. help shape and execute business plans
that align with firm strategic direction ensure that product
literature and wholesaling support is effective (quantity and
quality), aligned with key firm messages and compliant collaborate
on the design and development of integrated platforms, systems,
tools and processes that create a better client and branch team
experience resolve moderately complex / broad product partner
issues as escalated. interface with product partner peer contacts
(Eg. relationship managers, product analysts, divisional sales
managers, and operational managers) Serve as a subject matter
expert for assigned cash product partner products for the firm.
Includes foundational knowledge of product partner products
features, benefits, pricing, etc. and their relative positioning in
the marketplace. 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.) Qualifications Required in the Job:
Education/Certification: Bachelor's degree required with preferred
discipline of business, finance, economics, accounting, math, or
similar focus. Series 7, 66 required within 12 months of hire.
Progress toward advanced degree or relevant industry designation(s)
preferred (MBA, CFA, CFP, etc.) Years of Experience: Generally, 3
years of relevant financial services experience, product
management, or consulting experience preferred. Functional
Knowledge: --- Foundational knowledge of product line products ---
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 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 to high. Regularly interface
with associates in Compliance, Finance, Legal, Products, Product
Review, Operations, Service and Solutions. 2021 FORTUNE 100 Best
Companies to Work For-- By Great Place to Work-- and FORTUNE
Magazine --- Edward Jones was named No. 20 on the list. From
FORTUNE --2021 FORTUNE Media IP Limited. All rights reserved. Used
under license. FORTUNE and FORTUNE 100 Best Companies to Work For
are registered trademarks of Fortune Media IP Limited and are used
under license. FORTUNE and Fortune Media IP Limited are not
affiliated with, and do not endorse products or services of, Edward
Jones Investments. 2021 Corporate Equality Index --- Edward Jones
joins the ranks of 767 major U.S. businesses that received top
marks in the Foundation---s 19th annual scorecard on LGBTQ
workplace equality. From The Human Rights Campaign. All Rights
Reserved 2021 Training Top 100 list - Edward Jones ranked No. 19,
up six spots from last year in its 21st consecutive year on this
prestigious list. J.D. Power, 2021 --- Edward Jones has ranked
"highest in Employee Advisor Satisfaction among Financial
Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor
Satisfaction Study. Edward Jones received the highest score among
employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015,
2017-2021 Financial Advisor Satisfaction Studies of employee
advisors--- satisfaction among those who are employed by an
investment services firm. Visit jdpower.com/awards for more
information. 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, Elmhurst , Cash Sweep Associate Product Manager, Executive , Elmhurst, Illinois
Click
here to apply!
|