Senior Portfolio Manager- Trust

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 Need:

• Bachelors degree required.  Business related degree strongly preferred.  
• CFA Charter required
• Ten+ years financial services experience. 
• Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others.
• Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.
• Familiarity with multiple accounting, performance, data, and trading systems
• Proficiency in evaluating and distilling investment research from Edward Jones and other providers.
• Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.
• Strong verbal and written communications skills with ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients.
• Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.
• Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.

What Could Set You Apart:

• Masters degree preferred
• Additional designations such as CFP or CAIA
• Prior portfolio management experience at trust company

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and