Edward Jones · 1 day ago
Associate Product Manager - High Net Worth Solutions & Partnerships
Tempe, AZ
Full-time
Hybrid
Mid Level
$84K/yr - $143K/yr
3+ years expEdward Jones is a Fortune 500 financial services firm that values contributions and focuses on client relationships. The Associate Product Manager will collaborate with teams to design and manage innovative partnerships and solutions, ensuring alignment with the firm's strategic direction and addressing client needs.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Collaborate with team members to support the design, development and management of competitive, innovative and high quality partnerships and solutions that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development
Collaborate with cross-functional teams to develop and integrate solutions into the client and branch team experience
Support the orchestration of partnerships and solutions, which includes ensuring roadmaps for training, positioning, marketing, product lifecycle, etc. are in place, high quality, and aligned to the business strategy
Responsible for product or service partners, referral network members and/or matrixed team relationships of moderate size, complexity, number or impact in order to:
Manage and maintain the portfolio of products and services including influencing and helping prepare recommendations to firm governance committees to add / remove / change products, services or vendors as needed
Help identify gaps and opportunities in products and services. Help shape, maintain and execute roadmap to address gaps in alignment with firm strategic direction
Resolve moderately complex / broad products and services issues as escalated. Contribute to root cause analysis to prevent future occurrences
Interface with internal and external peer contacts (e.g. relationship managers, HNW Segment, WMAS, Branch Teams, Experience COE, Change & Enablement, Legal, Compliance, Risk, Operations, Digital)
Ensure that products and services literature and enablement resources are effective (quantity and quality), aligned with key firm messages and compliant. Assist in the design of efficient and effective ongoing processes and controls
Serve as a subject matter expert for the assigned partnerships and solutions for the firm. Includes foundational knowledge of product partner products features, benefits, pricing, etc. and their relative positioning in the marketplace
Qualification
Required
Bachelor's degree required with quantitative discipline preferred (e.g. business, finance, economics, accounting, etc.)
3+ years of relevant financial services experience
Product management, product strategy/development, and or consulting experience strongly preferred
Series 7, 66 required within 12 months of hire
Strong cross-functional collaboration
Data driven problem solving and decision making
Plan, organize and prioritize across multiple bodies of work
Ability to navigate moderately complex business situations to drive towards action and results
Highly collaborative with solid written, verbal and presentation skills
Preferred
Experience working with or managing third-party vendors or product partners
Broad and some advanced knowledge of High Net Worth products and services
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
Intermediate proficiency with systems and tools such as MS Office
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
Tax-advantaged accounts: health savings account, and 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
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
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