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Associate General Counsel II - Retirement

Location: Columbia
Posted on: May 15, 2022

Job Description:

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Our Legal Division is expanding to enhance solutions for millions of clients and their families. We are looking for experienced attorneys to partner with business groups across the firm to provide legal and strategic support and ensure the firm is meeting its legal and regulatory obligations while successfully executing key firm initiatives.

This position includes working with business stakeholders in the retirement space to develop solutions that serve our clients' best interests and deliver an exceptional experience for our branch teams, clients and the firm. The work is dynamic and requires the ability to look beyond the specific legal questions to understand the goals of the business and aid in getting to the best solution.

Key Responsibilities:
Under general supervision, the associate will be responsible for:

  • Providing legal, strategic and tactical support for key firm initiatives in the retirement space - including Individual Retirement Accounts and Employer Retirement Plans
  • Providing the firm with specialized expertise in legal and regulatory matters related to all facets of the firm's retirement business, including ERISA and non-ERISA employer retirement plans as well as retail products such as IRA, Roth IRA, SEP, and SIMPLE accounts
  • Partnering with the firm's Operations, Client Service, Products, Solutions, and Compliance divisions to assist in the development of retirement savings policy initiatives and products
  • Empowering business leaders to make informed decisions by providing legal and strategic guidance
  • Interpreting retirement laws, rules and regulations affecting the operation of the organization, including, but not limited to, ERISA, the IRS Code, and various state retirement laws
  • Effectively communicating and sharing information across the organization
  • Managing a workload that is large, diverse and complex
    The Associate General Counsel II - Retirement could be based at our HQ offices in St. Louis, be remote or have a hybrid arrangement.

    • Requires J.D. and license to practice law in Missouri or an equivalent state
    • Requires a minimum of five (5) years of progressive responsibility as an attorney in private practice, in the public sector or in an in-house counsel capacity
    • Regulatory and industry experience is in the areas of ERISA and/or Individual Retirement Account laws and regulations is highly preferred
    • Litigation or regulatory enforcement experience is helpful
    • Demonstrated ability to analyze and resolve complex matters
    • Experience with high-risk, complex business projects is preferred
    • Sound judgment, decision making, and conflict resolution skills
    • Creative thinker who is highly organized and has exceptional prioritization skills
    • Ability to be proactive and drive matters to conclusion
    • Excellent verbal and written communication, presentation and interpersonal skills
    • Strong cross-function collaboration skills
    • Demonstrated ability to convey complex issues to legal and non-legal professionals, including senior leadership
      • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
        • From FORTUNE -2021 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.
        • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
          • From The Human Rights Campaign. All Rights Reserved
          • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
          • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
            • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.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:
              Salary: $128299 - $218456
              Category: Headquarters

Keywords: EDWARD JONES, Columbia , Associate General Counsel II - Retirement, Legal , Columbia, South Carolina

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