Director - Donor Advised Funds and 529 Plans

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

What Experience You'll Need:

• Bachelor’s degree required; quantitative or business-related discipline preferred (e.g., finance, economics, business, accounting).
• 12+ years of relevant financial services experience, including:
  •  Series 7 and 66 required within 12 months of hire.
  •  Strong background in product management, strategy, or consulting, ideally within philanthropic or investment solutions.
  • Considerable experience working with or managing third-party vendors or product partners.
  • Strong cross-functional leadership and ability to influence without authority to deliver shared goals.
  • Ability to navigate ambiguous and complex business situations with little to no guidance to drive towards action and results.
  • Strong business/functional leadership and team development skills.
  • Exceptional technical aptitude and analytical skills.
  • Plan, organize and prioritize across multiple bodies of work.
  •  Data-driven decision-making and analytical skills.
  • Excellent written, verbal, and presentation communication skills.
  • Highly collaborative and client-focused mindset.

What Could Set You Apart:

• Experience with 529 plans, donor advised funds, charitable giving strategies, or philanthropic planning.
• Familiarity with the Edward Jones Charitable Gift Fund or similar offerings (I.e., Private DAFs)
• Progress toward advanced degree or industry designation (e.g., MBA, CFP, CAP, CFA).
• Proficiency with tools such as MS Office, Tableau, and CRM systems.

**This role is posted internally as a Senior Product Leader - Donor Advised Funds and 529 Plans**

**Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the of