7 days old

Technical Generalist - Cash Management

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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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.
*Client Services and Operations*

In the Client Services and Operations division at Edward Jones, youll focus on creating the ideal client and branch experience. From account opening, to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, youll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.


Position: Technical Generalist Cash Management

As a member of the Cash Management Operations (CMO) Department, primary responsibilities include, but are not limited to, risk mitigation, enhancing current controls and reviews, staying abreast on Regulatory industry updates, and data analysis. CMO is responsible for ensuring the success of our cash products at Edward Jones.

Responsibilities:

* Perform periodic risk assessments, control testing, monitor key risks and report on risk and control to leadership. This also includes the review of vendor controls.
* Work in partnership with Operations Risk Management leaders and cross-divisional risk representatives in aligning risk framework to identify and evaluate current and emerging risks as it impacts the division and firm.
* Develop and implement appropriate processing controls when rolling out new products and services. Be proactive in risk mitigation by identifying and analyzing impacts of work on special trading days.
* Coordinate and manage audit requests for department related to both internal and external audits.
* Lead and/or serve as a subject matter expert on large scale firm or business area projects or initiatives that may pose significant regulatory, reputational, system or financial risk.
* Analyze, research, and interpret complex information from multiple data sources by utilizing a high degree of industry and regulatory knowledge related to multiple business areas across the organization.
* Subject matter expert on key business area functions or systems, including a deep understanding of both how and why the work is performed.
* Frequent communication with home office leaders, large groups of associates, and/or vendors to resolve issues, answer escalated questions and carry out responsibilities including implementing effective change management.

Requirements:

* A bachelors degree with concentration in business, finance, or accounting is preferred.
* At least 4 years experience in the financial services industry preferred. Strong understanding of business and specific regulations is required within 6 months.
* Specific licenses may be required, but only if the specific function is covered by a Rule that requires it. Series 99 license is preferred.
* Ability to make recommendations to resolve and improve system issues in complex or high impact issues is required.
* Must have strong time management and organizational skills with the ability to multi-task, independently learn new processes, prioritize and delegate a heavy workload in order to be able to fulfill all the roles within the area.
* Strong analytical skills required with proficiency in creating complex spreadsheets and formulas, advanced skills creating and analyzing reports and managing ongoing controls for the business area.
* Understand the firm's supervisory controls and procedures and utilize software such as Microsoft Word, Excel, and database tools, query tools such as Hyperion to identify trends, correlations and assist with regulatory investigations and audits.
* Takes initiative; motivated self - starter that is detailed oriented; able to meet deadlines while working both independently and collaboratively while working remotely.
* Background in change management and risk management is strongly preferred.
* Communicate complex details effectively; ensuring understanding and influencing senior leaders, branches, internal stakeholders, vendors and other external parties to support department goals and collaborate to get results.


* A bachelors degree with concentration in business, finance, or accounting is preferred.
* At least 4 years experience in the financial services industry preferred. Strong understanding of business and specific regulations is required within 6 months.
* Specific licenses may be required, but only if the specific function is covered by a Rule that requires it. Series 99 license is preferred.
* Ability to make recommendations to resolve and improve system issues in complex or high impact issues is required.
* Must have strong time management and organizational skills with the ability to multi-task, independently learn new processes, prioritize and delegate a heavy workload in order to be able to fulfill all the roles within the area.
* Strong analytical skills required with proficiency in creating complex spreadsheets and formulas, advanced skills creating and analyzing reports and managing ongoing controls for the business area.
* Understand the firm's supervisory controls and procedures and utilize software such as Microsoft Word, Excel, and database tools, query tools such as Hyperion to identify trends, correlations and assist with regulatory investigations and audits.
* Takes initiative; motivated self - starter that is detailed oriented; able to meet deadlines while working both independently and collaboratively while working remotely.
* Background in change management and risk management is strongly preferred.
* Communicate complex details effectively; ensuring understanding and influencing senior leaders, branches, internal stakeholders, vendors and other external parties to support department goals and collaborate to get results.


* 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: 2021-06-11 Expires: 2021-07-19
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Technical Generalist - Cash Management

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

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