Team Leader, Tailored Solutions
Employment Type : Full-Time
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 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors. The health and well-being of our clients, associates, families and communities is our first priority. As part of our commitment to associate well-being, the majority of our associates are working remotely for the foreseeable future. However, this role has traditionally been located on-site in a home office location and may be required to return to that location at some point in the future. Edward Jones is continually evaluating our flexible work arrangements for all of our positions, including this one.
Tailored Solutions, a department of our Client Strategies Group, is responsible for driving branch teams' delivery of custom applications with the right mix of products and core services by providing branch teams with what they need to know, do, and say to meet our client needs. We do this by leading the launch strategy and execution of new products, services, advice and guidance, as well as Portfolio tools.
The Team Lead, Solutions Distribution role is responsible for developing and executing on team goals, and monitoring team performance in support of both the department and firm objectives. Further responsibilities include:
- Providing appropriate resources, support and direction to help associates meet the needs of the team and firm
- Providing feedback, coaching, training and guidance to help develop associates to enhance current and future contributions
- Representing department on division and firm-wide committees and projects
- Leading a team of solutions specialists and project leaders whose responsibilities include:
- Accelerating the consistent application of the 5-step Process (solutions-based advice) to enable every branch team to deliver tailored solutions to meet client needs.
- Integrating and apply the firm's ongoing advice and guidance with products and services into training, tools, coaching and performance support.
- Launching and supporting new and enhanced tools, products, services, and advice and guidance that meet client needs.
- Driving branch team's delivery of tailored solutions (the application of the right mix of investments, insurance, banking, cash, trust and/or core services) by providing what branch teams need to know, do and say.
- Influencing and assist in the creation and delivery of firm training to apply the 5-step process, primary client needs, product knowledge and client segmentation.
- Supporting and in some cases leading targeted, practice management level-based support programs for trimester action plan hand-raisers.
Position Requirements :
- Bachelor's degree required, master's degree preferred
- Series 7 & 66 required
- CFP/CFA highly desired
- Generally 7 years of experience in respective area or financial services industry
- Previous formal or informal leadership experience
- Seeking someone with both people leadership skills and project leadership skills
- Must be able to effectively lead initiatives while managing other associates
- Must have strong relationship skills to help lead change management while driving for results
- Prefer someone with Change Management experience
- FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
- From FORTUNE ©2020 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.
- Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
- 2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
- Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list – the highest ranking among the financial-services industry!
- Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
- The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.
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: