Edward Jones Team Leader - Edward Jones Connection in United States
Team Leader - Edward Jones Connection
Department: Edward Jones Connection
Description: Team Leader is responsible for building and leading the team of associates responsible for serving clients in partnership with branch teams. This is a new service offered to branches that launched in 2018. This team leader will initially have primary responsibility for hiring and onboarding the talent in the area and then will ultimately lead a team of Advisors, Branch Office Administrators, and Client Service Team Associates. The Team Leader is responsible for ensuring the Edward Jones Value Proposition is consistently delivered to clients by this team in a way that gives clients an ideal client experience. Desired candidates possess experience working with Branch Teams and have a strong working knowledge of the FA Position and how the Branch Teams operate effectively. Previous leadership, service team, and/or FA training experience is preferred.
Collaborate with multiple teams to coordinate the best client support delivery to clients served in the program.
Make key decisions on how the HQ team will be utilized to serve our clients in partnership with branch teams.
Responsible for contributing the strategic thinking and change leadership necessary to grow a new client support area in the firm.
Responsible for the development and performance of the associates in the department.
If you enjoy a variety of duties, possess excellent communication and client service skills and have a solid understanding or experience with the day to day client service delivery of our branch teams, this may be a terrific career opportunity for you.
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.
Missouri, St. Louis, Arizona, Tempe
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 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Home based Associate?:
Awards and Accolades:
Edward Jones ranked No. 5 in the FORTUNE 100 Best Companies to Work For® list for 2017
In 2016, Fortune Magazine ranked us seventh on their list of the 100 Best Workplaces for Women. The list is based, among other things, on employee benefits, flexible scheduling and work-life balance.
Fortune and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
Search Headquarters Positions by Area of Interest:
Branch Support/Field Support
Bachelor's degree in a business-related field is preferred
Series 7 and 66 are required to apply
Strong communication and organizational skills
Working Knowledge of the Edward Jones Financial Advisor role
Strong understanding of how our Branch Teams operate
Product, sales tools and computer system knowledge