1+ months

Product Manager Retirement Income

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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.
*Responsibility Summary :*
* Collaborate with the team to develop and execute the firm's Retirement Income strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals.
* Participate in the design and development of innovative retirement income tools, reporting, client visualizations, etc. in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance.
* Responsible for Retirement Income strategy and execution, including related product/service partner relationships in order to:
* manage and maintain their portfolio of products/solutions including making recommendations to firm governance committees to add / remove / change products and services or product partners as needed. Identify gaps and opportunities in serving clients' retirement income needs and create and execute plans to address.
* help shape and execute business plans for the Retirement Income strategy that align with the firm's 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 that create a better client and branch team experience for the creation and maintenance of optimized retirement income for clients.
* resolve moderately complex / broad product partner issues as escalated.
* regulary interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers)

* Serve as subject matter expert on Retirement Income for the firm. Includes broad or some advanced knowledge of industry software, solutions, etc. and multiple product/service partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
* Develop understanding of rules and potential changes in the tax, legal and regulatory environment for Retirement Income.
* Leads certain additional responsibilities specific to the Retirement Income team or Retirement Products area (Eg. legislative and regulatory updates, recruiting, training, product partner coordination, etc.)
* Participate in broad division, firm or industry initiatives and events as needed to represent Retirement Income 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 quantitative discipline preferred (Eg. finance, economics, accounting, math, engineering, actuarial science, etc.).
Series 7, 66 required within 12 months of hire.
Progress toward advanced degree or relevant industry designation(s) preferred (e.g. CFA, CIMA, CFP, ChFC, CPA, AIF, ASA, FSA, etc.)



Years of Experience:
Generally, 7+ years of relevant financial services experience, Retirement Income experience preferred.

Functional Knowledge:
Broad and some advanced knowledge of Retirement Income solutions and services
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 complex and unstructured. Achieves results with minimal guidance from their leader and team members.

*Decision Making:*
The decisions in this position are medium to high in impact.

*Span of Influence:*
The span of influence in this position is medium to high. Regularly interface with associates in Branch Development, Compliance, Finance, Legal, Products, Product Review, Operations, Service and Solutions.



* 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 firms 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](https://careers.edwardjones.com/compensation-and-values/) 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:
Posted: 2021-11-10 Expires: 2022-02-28
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Product Manager Retirement Income

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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