Innovate here. And see your ideas come to life.

It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.

Job Overview

Position Schedule: Full-Time

Team Overview:
Digital Portfolio Operations Vision Statement: Be the invaluable partner to Digital Portfolios by bridging execution excellence with operational intelligence
Digital Portfolio Operations Mission Statement: Create the optimal operating rhythm, continuous improvement, and execution insights to ensure digital portfolios deliver value to their stakeholders. Our Products & Services include:

• Strategic Enablement: Business Alignment, Engagement Model, Stakeholder Feedback
• Delivery Excellence: Planning, Metrics & Analytics, Reporting, Insights, & Storytelling
• Team Enablement: Onboarding, Tools & Process Optimization, and Content Management

As a Project Leader, you will be a trusted advisor working with leaders across the area and the firm. This role is an opportunity to lead groups to define and deliver business outcomes (get results through others, delegation, provide coaching and feedback) and an opportunity to manage up and influence other leaders. It requires experience with high-risk, complex business projects, and requires a high degree of strategic thinking, planning, organizing, driving for results, communication, and adapting to change.

What You'll Do:

• Establish and maintain effective communications and relationships across multiple areas, divisions, outside vendors and project leaders/teams who are working on sub-projects within the project. Understanding impact, leading with empathy, and articulating the "why" are critical to the success of this role.
• This role involves being comfortable with rolling up sleeves and handling administrative tasks and tactical pieces of analyzing, synthesizing, validating, and then packaging to business leaders for decision making (ex. aggregation of product portfolios status reporting, financials, resourcing, roadmaps, as well as management of SharePoints and governance presentations)
• Scheduling and facilitating meetings requiring effective engagement strategies, willingness to pivot and adjust based on the needs of the audience, identifying the most critical needs, ensuring and following up on actions, communicate progress, and provide thought leadership in problem solving by developing and influencing solutions to meet business goals.
• At times, may be asked to flex as a utility player and fill in for Product Ops Managers, which involves handling resourcing, financials, invoicing, reporting, intake, and stakeholder or communication needs for specified digital product(s).
• Support Digital Portfolio Operations as a function in regards to helping with Annual Financial Planning, coordinating continuous education and training for the area, participating in internal audits, and anything else that may be related to running the function.
• Facilitate intake process, prioritization and roadmap management when it comes to managing the Aha tool
• Ensuring project schedule, scope and quality objectives are met by monitoring, using metrics and controls to measure progress, identifying and mitigating risks, taking corrective action and escalating issues when necessary. Assess trade-offs to scope using cost / benefit analysis.
• Support the development of a business case for business leaders while demonstrating thought leadership, innovative tendencies, and an ability to drive for results, including process improvement and capability building initiatives for the area and Digital.
• Partner with business leaders and team to structure the questions to address, organize the work, manage resources, oversee and/or conduct analysis, synthesize findings, and develop recommendations.

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:

Hiring Minimum: $78795
Hiring Maximum: $134163

Skills/Requirements

What Experience You'll Need:

• 3+ years of project management experience leading projects with a high level of complexity/integration that includes other projects and project leaders.
• Strong strategic project management experience at the enterprise level
• 3+ years of financial services industry or position-related experience
• 3 years of business management or strategy consulting experience with a consulting firm and/or corporate strategy area
• A bachelor's and/or applicable graduate degree preferred
• Effectively analyze and resolve complex problems while working cross-functionally with other areas across the firm.
• Make and communicate decisions and/or recommendations with consideration for risks and long-term impacts. Some decisions may be in gray areas where little or no guidance is available.
• Effectively have span of influence in managing up, resolving conflict across multiple groups, and impacting processes and approaches used across the area and the firm.
• Working understanding of the Lean-Agile mindset, using various methodologies, techniques, and frameworks, such as Scrum, Kanban and SAFe, to deliver solutions as a minimum viable product
• Superior interpersonal and communication skills; effectively communicates with project team, other project leaders, multiple areas, divisions and outside vendors. Incorporates effective listening and collaboration skills.
• Superior organization and coordination skills.
• Ability to independently identify, prioritize, monitor, communicate, and/or resolve elements that can impact a product
• Experience leading idea cost / benefit reviews.

What Could Set You Apart:

• MBA or graduate degree a plus.
• Project management certification (PMP) or Agile Certification (scrum) a plus.
• Experience in planning for execution in Agile and Agile Transformations preferred.
• Superior presentation skills preferred

Awards & Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

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.

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.