Strategic Partnerships Manager
Company: Edward Jones
Posted on: May 15, 2022
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
Strategic Partner Integration is seeking a Product Manager to help
lead the integration of our strategic partners' capabilities and
resources across the firm to accelerate firm initiatives, strategic
priorities and elevate the branch and client experience. This
position predominantly focuses on intentional collaboration and
connectivity across the organization to understand the needs of the
business in order to identify opportunities for strategic partners
to serve as a lever and/or be part of the consideration set in
terms of a solution.
This position requires an individual who can demonstrate a strong
ability to collaborate, communicate with impact to
internal/external stakeholders and identify needs to strategically
plan and execute on a recommended solution with and through our
strategic partners. Being effective in this role requires a high
degree of influence and decision-making when interacting with other
departments and divisions, including senior leadership.
This role also provides for the opportunity to join a team that is
helping the firm to envision how Edward Jones partners beyond our
existing partners to support our transformation and the needs of
our client now and in the future.
Identify and lead opportunities to
collaborate across business lines and the enterprise to properly
position and advocate for strategic partner capabilities and
resources.Support internal departments and committees in making
informed decisions as it relates to the option to
partner.Responsible for the relationship management of partners of
moderate to significant size, complexity, and impact with regard
everything beyond the product.Help influence and consult on the
business plan in order to properly align with the firm's strategic
priorities and initiatives. Resolve broad to moderately complex
issues involving the strategic partner. Routinely interface with
strategic partner peer contacts and leadership. (i.e., relationship
managers, division managers/heads)Serve as a subject matter expert
on strategic partner capabilities (i.e., insights, intellectual
capital, tools, value-add etc.) and resources to appropriately
represent a partner's abilities to provide an innovative solution
to a business need.Act as a thought leader representing the team,
division, and firm as a part of product partner events as
needed.Bring together the team's working knowledge of a business
need and the appropriate strategic partner to creatively co-create
and design-build programs (i.e., education, learning & training)
that support our Financial Advisors and branch teams.Establish and
maintain an understanding of the regulatory environment and the
rules and policies that impact strategic partners.Participate in
broad firm, division and department efforts as needed to represent
the team. (i.e., cross-divisional projects, internal committees,
strategic summits etc.)Leverage your talent to help the team drive
the future approach to wholesaler support for our branch team and
their evolution.Develop and maintain working relationships with
internal constituents (i.e., Products, Compliance, Legal, Branch
Development, Advice & Guidance, Marketing, Solutions)Lead certain
additional responsibilities specific to the team or area. (i.e.,
process improvement)Qualifications Required in the Job:
Education/Certification: Bachelor's degree required.
Series 7, 66 required with a relevant industry designation(s)
preferred. (i.e., AAMS, CFP, ChFC)
Years of Experience: Generally, 7+ years of relevant financial
Broad knowledge of the industry landscape and Edward Jones'
Strong interpersonal skills are necessary to express ideas and
communicate with impact to other areas of the firm, strategic
partners and senior leadership.
Ability to represent the firm and Home Office by meeting with
strategic partner firms, field leadership and branch teams.
- High level of professionalism and integrity.Strong written,
verbal and presentation skills.Ability to partner effectively,
connect and collaborate in a team-based environment.
Broad and some advanced knowledge of product line products
Strong technical aptitude and analytical skills
Intermediate proficiency with systems and tools such as MS Office,
Problems faced by associates in this role tend to be complex and
unstructured. Achieves results with minimal guidance from their
leader and team members.
Ability to apply sound judgment to formulate recommendations by
analyzing existing information and being resourceful to ensure a
broader understanding of the problem if needed.
The decisions in this position are medium to high in impact.
Span of Influence:
The span of influence in this position is medium to high.
- 2021 FORTUNE 100 Best Companies to Work For By Great Place to
Work and FORTUNE Magazine Edward Jones was named No. 20 on the
- 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 Reserved2021 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
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. 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: $90628 - $154313
Keywords: Edward Jones, Springfield , Strategic Partnerships Manager, Executive , Springfield, Missouri
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