Associate Product Manager- Retirement Income
Company: EDWARD JONES
Location: Belleville
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 skillsHighly collaborativeSolid written, verbal and
presentation skillsIntermediate 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 LGBTQ+Equality.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. 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, Belleville , Associate Product Manager- Retirement Income, Executive , Belleville, Illinois
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