Edward Jones · 1 day ago
Senior Product Manager - High Net Worth Solutions & Partnerships
St Louis, MO
Full-time
Hybrid
Mid, Senior Level
$117K/yr - $199K/yr
6+ years expEdward Jones is a Fortune 500 financial services firm where people come first. They are seeking a Senior Product Manager to develop and execute strategies for High Net Worth solutions, managing relationships and ensuring that products meet client needs.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Work closely with the Networks, Alliances, and HNW Solutions Director and/or General Partner to develop and execute the roadmap and strategy to ensure Edward Jones has necessary products and services available to meet multiple client segments' needs
Lead and influence cross-functional teams across Business Segments, Ventures, Products and other areas to design, develop, operationalize and manage innovative networks and alliances and HNW solutions. Determine the data, insights and analysis needed to inform product strategy and development
Responsible for referral network member, product or service partner, strategic alliance relationships and/or matrixed team relationships of significant size, complexity, number and impact to:
Manage and maintain their portfolio of services including making recommendations to firm governance committees to add/remove/change products, services or vendors as needed
Identify gaps and opportunities in products and services. Shape and drive execution of business plans that align with the strategic direction of the firm
Determine optimal path to market for a given solution across referral, partner or alliance and build and maintain the product or service in line with networks and alliances framework and standards
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 and service partner or referral member issues as escalated. Determine root cause and apply systems thinking to prevent future occurrences
Regularly collaborate with both internal and external network and alliance peer contacts (e.g. relationship managers, WMFM, Ventures, Branch Teams, Legal, Compliance, Risk, Operations, Digital)
Ensure that products and services literature, thought leadership and enablement resources are effective, aligned with key firm messages, and compliant. Lead the design of efficient and effective ongoing processes and controls
Assist in the coordination and alignment of the partner and/or referral member relationship management activities described above across all Networks and Alliances solutions and firms
Serve as a subject matter expert for the assigned Networks, Alliances, and HNW Solutions for the firm. Includes advanced knowledge of multiple products and services, features, benefits, pricing, etc
Lead broad division, firm or industry initiatives and events as needed to represent the product or service line in alignment with firm strategy
Understand and interpret the rules and potential changes in the tax, legal and regulatory environment impacting HNW solutions. Make recommendations that help shape the firm's position with respect to tax, legal and regulatory issues for these products/programs
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
Qualification
Required
Bachelor's degree required with quantitative discipline preferred (e.g. business, finance, economics, accounting, etc.)
6-10 years of relevant financial services experience
Series 7, 66 required within 12 months of hire
Strong cross-functional leadership and ability to influence without authority to deliver shared goals
Ability to navigate ambiguous and complex business situations to drive towards action and results
Data driven problem solving and decision making
Plan, organize and prioritize across multiple bodies of work
Highly collaborative with solid written, verbal and presentation skills
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to comply with Edward Jones policies, which are currently to work in the office three days per week, with preference for Tuesday through Thursday
Preferred
Product management, product strategy/development, and or consulting experience strongly preferred
Broad and some advanced knowledge of HNW products and services
Experience establishing and cultivating industry networks and centers of influence
Experience in High Net Worth client wealth management
Progress toward advanced degree or relevant industry designation(s) preferred (e.g., MBA, CFP, CFA, ChFC)
Strong technical aptitude and analytical skills
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase