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Managed Investment & Packaged Solutions Location: St. Louis and Tempe Division Description
The Managed Investment & Packaged Solutions division is a member of the Edward Jones Client Solutions Group, which strives to understand the needs and wants of our clients in order to provide the solutions to help them achieve their financial goals. Other divisions in CSG include Equities & Fixed Income Trading, Retirement Plan Marketing & Financial Assessment, Investment Banking, Marketing, Research, and Edward Jones Trust Co.* At Edward Jones, we are committed to a long-term philosophy that emphasizes quality and diversification. Our clients are generally long term, serious investors who would rather interact with an actual person (our Financial Advisors) instead of a call center or a Web site. As an associate in this division, you’ll play an integral role in training and supporting our vast network of Financial Advisors. Departments
*Edward Jones Trust Company™ is a subsidiary of the Jones Financial Companies, L.L.L.P. Banking Services
Associates in this department create outbound marketing materials designed to educate and assist our branches in providing banking solutions to client saving, spending and borrowing needs, and develop and implement promotions and activities designed to increase the use of banking solutions by branches, headquarters associates and clients. Key Qualifications Include: - Strong written and verbal communication skills
- Attention to detail and a commitment to providing service excellence to branches
- Creativity and a strong ability to work well within a team environment
- Ability to adapt to growth and change
- A focus on meaningful results and high standards of performance
Areas Within This Department Include: - Product marketing and vendor relationships
- Marketing and communications
- Service and reporting
Insurance Marketing
Associates in this department market insurance and annuity products to our Financial Advisors and clients to help clients reach their retirement goals. They also maintain and grow relationships with insurance companies in order to provide quality insurance products and solutions to meet our clients' needs. Key Qualifications Include: - Insurance/annuity or financial services industry experience
- Strong marketing, communication, presentation or sales skills
- Solid project management or problem solving abilities
Areas Within This Department Include: - Training and Education
- Marketing and Communications
- Product Partner Management
- Business Support
Investment Advisory Services
The role of this department is to develop, educate and train our Financial Advisors on the use of investment advisory services, provide solutions-based investment advice to Financial Advisors on investment advisory services and perform day-to-day platform management of investment advisory programs. Key Qualifications Include: - Deep understanding of investment advisory industry
- Strong presentation skills
- Vendor relationship management knowledge
- Understanding of Modern Portfolio Theory (MPT)
- Strong decision and project management making skills
- Investment Analysis (CFA designation) experience
Areas Within This Department Include: - Marketing
- Investment Advice
- Platform Management
Mutual Funds Marketing
Associates in this department market to and guide our Financial Advisors on how mutual funds can help meet clients' needs, manage the relationship with the fund families we offer to clients in order to align messages to clients and firm focuses, and develop and maintain processes, policies and procedures for the department in order to align with firm and industry rules and regulations. Key Qualifications Include: - Excellent analytical skills
- Solid problem-solving capabilities
- Strong communication and presentation skills
- Training and marketing capabilities
Areas Within This Department Include: - Relationship Management
- Business Support
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