Senior Director- Private Wealth Operations

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, Florida, West Palm Beach, Missouri, St. Louis, Texas, Dallas

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 Need:

• Bachelors degree required, advanced degree preferred
• 10+ years of relevant wealth management experience required, private wealth industry experience desired
• Series 7, 66 required or acquired within 6 months of hire
• Series 24 licenses required or acquired within 1 year of hire
• CFP and/or CFA strongly desired
• Experience and track record of success leading wealth management functions and professionals, including coaching and development  
• Experience with accountability for leading business development and results  
• Proficiency coordinating stakeholder groups within a complex organization
• Strong communication skills and executive presence
• Experience leading functional planning and resource coordination/management within a complex wealth management organization
• Deep, expansive subject matter expertise on wealth management industry
• Deep understanding of firm advice and guidance
• Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
• Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet, MGEI and II, Wealth Studios, etc.)

What Could Set You Apart:

• CFP/CFA and other wealth management designations
• 15+ years of relevant experience
• Experience in business design or execution within private wealth organizations

 Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026,  candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Current INTERNAL home-based associates: While this role is posted as hybrid,