Sr Product Leader-Ldr, TRUST
Company: EDWARD JONES
Posted on: September 24, 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
investors.The Senior Product Leader Trust Services leads a team
that is responsible for developing and executing the firm's and
Edward Jones Trust Company's Trust Services product line vision and
long-term strategy to ensure branch teams have quality products and
the support needed to enable the delivery of human-centered
complete wealth management.
- Drive the ongoing design and development of innovative Trust
Services in collaboration with internal and external stakeholders
based on client, branch and market insights that align with firm
advice and guidance and the firm's purpose and vision.
- Lead a team that is responsible for the orchestration of the
product line, which includes collaborating with key stakeholders to
create product roadmaps that are inclusive of the entire value
chain (Eg. insights, positioning, marketing, adoption, pricing and
- Provide thought leadership and influence the design and
development of integrated platforms, systems, tools and processes
that create a better client and branch team experience
- Serve as subject matter expert for the Trust Services product
line for the firm. Includes advanced knowledge of features,
benefits, pricing, etc. and their relative positioning in the
- Take active role in the trust industry as firm/EJTC
representatives for Trust Services product line.
- Understand and interpret rules and potential rule changes in
the tax, legal and regulatory environment for the product line;
influence and shape the firm position with respect to tax, legal
and regulatory issues for these products/programs.
- Lead broad Trust Company, division, firm or industry
initiatives and events as needed to represent the product line in
alignment with firm strategy (Eg. cross-divisional projects,
internal committees, regional events, industry groups, etc.)
- Attract, develop and lead a team of high performing leaders and
associates. Assist in their ongoing growth and personal and
Bachelor's degree required
Advanced degree or relevant industry designation(s) preferred (JD,
Years of Experience:
Generally 15+ years of relevant financial services experience with
10+ years of Trust Services experience strongly preferred.
Leadership experience required.
- Possess strong leadership skills with the ability to provide
direction, create a strong team environment and cultivate
- Strong drive with ability to get results with and through
others in positive manner
- Comprehensive and deep subject matter expertise in the product
- Exceptional emotional intelligence, technical aptitude and
- Highly collaborative and intellectually curious; regularly
demonstrates critical thinking
- Highly effective written, verbal and presentation skills
- Advanced proficiency with systems and tools including MS
Office, Tableau and databases
Problems faced by leaders in this role tend to be advanced, complex
and unstructured. Achieves results largely through others.
The decisions in this position are high in impact.
Span of Influence:
The span of influence in this position is high. Part of Trust Sr.
Leadership team. Periodic interaction with firm senior leaders and
governance and planning committees. Regularly interface with
associates and leaders in Business Segments, Technology, Branch
Development, Compliance, Finance, Legal, Products, Product Review,
Operations, Service and Solutions.
- 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: $153959 - $262147
Keywords: EDWARD JONES, Springfield , Sr Product Leader-Ldr, TRUST, Other , Virden, Illinois
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