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Last updated: 3 days ago

High Net Worth Client Development Analyst

Edward JonesTempe, AZ, United States
Full-time

Edward Jones HNW Client Development Analyst.This job posting is anticipated to remain open for 30 days, from 04-Jun-2026.The posting may close early due to the volume of applicants.Join a financial... Show more

Ping Developer

ITL USATempe, AZ, US
Full-time

Overview The Infosys Financial Services unit is a global leader in driving digital transformation for financial institutions.We specialize in leveraging advanced technologies such as AI, cloud, and... Show more

Restoration Business Developer

GpacChandler, Arizona, United States
$150,000.00 yearly
Full-time

A rapidly scaling commercial restoration and construction company is seeking a Marketer/Business Developer to drive immediate revenue growth across commercial and residential sectors.This opportuni... Show more

.Net Developer/Team Lead

Apex SystemsChandler, AZ
Full-time
Quick Apply

NET Engineers to support Point-of-Sale (POS) modernization and feature development initiatives.This role is primarily focused on backend business flow logic within a complex, distributed environmen... Show more

High Net Worth Client Case Representative

VanguardScottsdale, AZ, US
$65,000.00 yearly
Full-time

Serves as point of contact for High Net Worth clients in the movement or consolidation of assets.Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client ... Show more

Software Developer

Avnet USTempe, Arizona, United States Of America
Full-time

At Avnet, relationships matter.We are a global, FORTUNE ® 500 technology distributor and solutions company that delivers design, supply chain and logistics expertise to customers at every stage of ... Show more

Senior Salesforce Developer

BUGENDAITECH US LLCScottsdale, AZ, US
Full-time

Hiring for our US Operations - Senior Salesforce Developer (3–6 Years) @ BugendaiTech -A Summit Partner organisation.Are you a Salesforce Developer who’s tired of just "coding to specs"?  .USA team... Show more

.NET Core Software Engineer 2

GarminChandler, Arizona, US
Full-time

Overview We are seeking a full-time.NET Core Software Engineer 2 in our Chandler, AZ location.In this role, you will be responsible for developing moderately complex software and creating and execu... Show more

Sr. RPG Developer

PDS Inc, LLCScottsdale, AZ, US
Full-time
Quick Apply

The Senior RPG Programmer Analyst (iSeries) is responsible for developing, configuring, coding, testing, and debugging complex new software, enhancements to existing proprietary software or purchas... Show more

CRM /.Net Engineer (CRM Plugins, API’s and PCF)

Barrett-Jackson Auction Co, LLCScottsdale, AZ, USA
Full-time
Quick Apply

Net Engineer (CRM Plugins, API's and PCF).Reports to: Enterprise Architect.Net Engineer (CRM Plugins, APIs and PCF).Scottsdale-based team and lead development across CRM server-side extensions, ent... Show more

ETL/SQL Developer

Ryde Technologies, LLCScottsdale, AZ, United States
Full-time

As an ETL/SQL Developer, you will play a key role in supporting data integration, transformation, and migration efforts across various projects.You'll be responsible for designing, developing, and ... Show more

.NET Software Engineer

Genesis10Chandler, AZ
$43.59 hourly
Permanent +1

Genesis10 is currently seeking a.NET Software Engineer for a 12+ month contract position with a global financial institution located in Phoenix, AZ and Chandler, AZ.Consult on or participate in mod... Show more

Application Developer

Advisor GroupScottsdale, AZ
$80,000.00 yearly
Full-time

Application Development Opportunity in Financial Services.Application Developer - Information Technology.La Vista:12325 Port Grace Blvd, La Vista, NE 68128.Scottsdale: 18700 N Hayden Rd, Suite 255,... Show more

Tableau Developer

XceedSearch.comScottsdale, Arizona, United States
Full-time

This role is ideal for a data-driven professional with 5+ years of experience who excels at building Tableau dashboards, performing exploratory analysis, and partnering with stakeholders to drive i... Show more

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High Net Worth Client Development Analyst

High Net Worth Client Development Analyst

Edward JonesTempe, AZ, United States
30+ days ago
Job type
  • Full-time
Job description

Edward Jones HNW Client Development Analyst

This job posting is anticipated to remain open for 30 days, from 04-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

What You'll Do:

  • Contribute to departmental objectives, projects, and initiatives in order to better serve branch teams and clients. Provide insights and recommendations to the HNW Client Development Manager to support strategic decision-making.
  • Provide branches with solutions-based coaching to support the integration of HNW product & services offerings. Research and resolve complex client issues, applying critical thinking and sound judgment.
  • Manage and Optimize Capacity: Lead the facilitation of aligning client/prospect development cases with the appropriate HNW client service team (i.e., Generations) to optimize the available resources within the High Net Worth offering. Create and execute operational processes that ensure client/prospect cases are handled appropriately, quickly, and with the highest branch and client experience possible.
  • Program Management: manage individual client opportunities and ensure each opportunity is fully serviced and supported with operational excellence.
  • Collaborate with Financial Advisors and Branch Teams to implement High Net Worth, Banking, and Financial Planning solutions.
  • Analyze client data to identify opportunities for enhanced service delivery and business growth.
  • Act as a liaison between the home office and branch teams, ensuring seamless communication and support.
  • Develop and maintain a broad understanding of Edward Jones' structure, processes, and support systems.
  • Engage with stakeholders to drive results and ensure alignment with business objectives.
  • Monitor industry trends and regulatory changes to ensure compliance and relevance in client offerings.

What Experience You'll Need:

  • Bachelor's degree
  • 3+ years of relevant experience, including:
    • Strong understanding of financial services industry practices and regulatory requirements.
    • Familiarity with Financial Advisor and Branch Team processes.
    • Knowledge of High Net Worth, Banking, and Financial Planning offerings.
    • Strong interpersonal and organizational skills.
    • Results-driven mindset with a focus on measurable outcomes.
    • Proficiency in project and program management.
    • Advanced analytical and problem-solving skills.
    • Critical thinking and sound judgment.
    • Ability to adapt quickly to changing priorities.
    • Effective stakeholder engagement and communication

What Could Set You Apart:

  • SIE, Series 7, and/or Series 66
  • CFA or CFP

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. 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.

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.

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 flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.