1+ months

Sr Product Manager - Retirement Products (Remote Work Eligible)

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.
As a Senior Product Manager, you will be responsible for managing the Annuity Products strategy for Edward Jones. The team guides and coordinates product, distribution, wholesaling, and Product Partner strategy for the firm. We do this by working with our Senior leaders of our insurance partners to co-create products that meet the needs of Edward Jones clients and develop marketing and wholesaling strategies to help deliver the best products to our Financial Advisors and their clients. You will have the opportunity to build and maintain a solid network of business partners, and partner with them on strategies, solutions and opportunities. You will lead cross-functional teams from Advice and Guidance, Operations, Service, Compliance, and Legal to develop solutions that help clients achieve their Retirement Goals.

*Responsibility Summary :*

* Work closely with Senior Product Leader and/or General Partner to develop and execute the firm's Annuity product strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals.
* Design and develop innovative Annuity products that align with firm advice and guidance in collaboration with internal and external stakeholders. Establish the data, insights and analysis needed to inform product strategy and development.
* Responsible for Annuity product partner relationships of significant size, complexity, number or impact in order to:
* Manage and maintain their portfolio of products including making recommendations to add / remove / change products or product partners as needed.
* Shape and drive execution of 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. Assist in the design of efficient and effective ongoing processes and controls.
* Influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
* Resolve complex / broad product partner issues as escalated. Determine root cause and apply systems thinking to prevent future occurrences.
* Regularly interface with product partner peer contacts (Eg. key account managers, product managers, national sales managers, and operational leaders)
* Assist in the coordination and alignment of product partner relationship management activities above across all Annuity product partners

* Serve as a subject matter expert for the Annuity product line for the firm. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
* Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment for the product line; make recommendations that help shape the firm position with respect to tax, legal and regulatory issues for these products/programs.
* Leads significant additional responsibilities specific to the team or area (Eg. recruiting, training, product partner coordination, wholesaler effectiveness)
* Lead 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.)
* Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm.
* Mentor team members and assist in the ongoing development of their subject matter expertise.

*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.
Advanced degree or relevant industry designation(s) preferred.
ASA, FSA, CFA, CFP, CPA, etc.

Years of Experience:
Generally, 10+ years of relevant financial services experience, experience preferred.

Functional Knowledge:
Deep subject matter expertise in product line products
Exceptional technical aptitude and analytical skills
Highly collaborative
Highly effective written, verbal and presentation skills
Advanced proficiency with systems and tools including MS Office, Tableau and databases



* 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: 2021-05-03 Expires: 2021-07-19
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Sr Product Manager - Retirement Products (Remote Work Eligible)

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

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