Director, Alternative Investment Strategy

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

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

Search Headquarters Positions by Area of Interest

Investment Products and Strategy, LEADERSHIP, Regulatory and Compliance, TECHNOLOGY

Position Requirements

What you'll need:

• Bachelor's degree required; Master's Degree preferred.
• 11+ years of experience; 15+ years' experience preferred.
• Series 7 and Series 66 required, or completed within first 6 months.
• Chartered Financial Analyst (CFA) required, or Level 1 must be completed within first year.
• Chartered Alternative Investment Analyst (CAIA) preferred.
• Influencing teams of stakeholders.
• Strong project planning and process design skills; ability to engage and influence stakeholders to execution over long project arcs.
• Competitive analysis.
• Organizational navigation skills, and influencing outcomes across multiple stakeholders where no direct responsibility lines may exist.
• Expert knowledge of the regulatory landscape around alternatives products and client requirements.
• Content development and marketing skills.
• Expert knowledge of financial markets.
• Expert knowledge of asset management industry.
• Strong proficiency in Excel, investment research industry standard software platforms to procure and draw insights, as well as familiarity with using proprietary and third-party databases supporting alternatives-related research (Pitchbook, Preqin, HFRI, etc.).

What will set you apart:

• Ability to navigate the needs of the business regarding product, while at the same time having an innate instinct of seeking best-in-class investment choices from an investment merit perspective.
• A career focus on alternatives is baseline, but current or historical work with traditional/multi-asset classes in addition would be desirable.
• An understanding of the wealth management client and how alternative solutions are delivered