Sr Product Leader-Ldr, CSG

Company: EDWARD JONES
Location: Columbia
Posted on: June 25, 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.The Senior Product Leader Trust Services leads a team that is responsible for developing and executing the firm's and Edward Jones Trust Company's Trust Services product line vision and long-term strategy to ensure branch teams have quality products and the support needed to enable the delivery of human-centered complete wealth management.
Responsibility Summary:

• Drive the ongoing design and development of innovative Trust Services in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance and the firm's purpose and vision.
• Lead a team that is responsible for the orchestration of the product line, which includes collaborating with key stakeholders to create product roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing and continuous improvements).
• Provide thought leadership and influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
• Serve as subject matter expert for the Trust Services product line for the firm. Includes advanced knowledge of features, benefits, pricing, etc. and their relative positioning in the marketplace.
• Take active role in the trust industry as firm/EJTC representatives for Trust Services product line.
• Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment for the product line; influence and shape the firm position with respect to tax, legal and regulatory issues for these products/programs.
• Lead broad Trust Company, 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, regional events, industry groups, etc.)
• Attract, develop and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development.Education/Certification:
  Bachelor's degree required
  Advanced degree or relevant industry designation(s) preferred (JD, CTFA, etc.).
  
  Years of Experience:
  Generally 15+ years of relevant financial services experience with 10+ years of Trust Services experience strongly preferred. Leadership experience required.
  
  Functional Knowledge:
  • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent
  • Strong drive with ability to get results with and through others in positive manner
  • Comprehensive and deep subject matter expertise in the product line
  • Exceptional emotional intelligence, technical aptitude and analytical skills
  • Highly collaborative and intellectually curious; regularly demonstrates critical thinking
  • Highly effective written, verbal and presentation skills
  • Advanced proficiency with systems and tools including MS Office, Tableau and databases
    Problem Solving:
    Problems faced by leaders in this role tend to be advanced, complex and unstructured. Achieves results largely through others.
    
    Decision Making:
    The decisions in this position are high in impact.
    
    Span of Influence:
    The span of influence in this position is high. Part of Trust Sr. Leadership team. Periodic interaction with firm senior leaders and governance and planning committees. Regularly interface with associates and leaders in Business Segments, Technology, Branch Development, Compliance, Finance, Legal, Products, Product Review, Operations, Service and Solutions.
    • 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 jdpower.com/awards 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: $153959 - $262147
            Category: Headquarters

Keywords: EDWARD JONES, Columbia , Sr Product Leader-Ldr, CSG, Other , Columbia, South Carolina