Partner Consultation Group Team Leader

Edward Jones Partnership Support Leader

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus : serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule : Full-Time

Overview :

The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones (General Partners, Subordinated Limited Partners, Limited Partners, Service Partners and Joint Venture Service Partners) by providing both proactive and reactive support, guidance and education. As a Partnership Support Leader and key member of the area, you will be responsible for leading a team of Partner Specialists and Partner Consultants to providing world class service and support to the firm's partners. Additionally, you will play an integral role developing and executing on strategies and tactics to evolve the services that we offer our partners.

The Partnership Support Leader will :

• Plan, direct, and lead a team of associates responsible for supporting the proactive and reactive needs of the firm's partners related to their partnership type, benefits and tax planning considerations.
• Build, maintain, and leverage relationships to gather critical information and influence key decisions. This involves communication and coordination both within and outside the organization.
• Continually evaluate and improve the financial and operational processes and controls related to each of the firm's partner types.
• Provide leadership, development, and mentoring to associates through timely coaching and feedback.
• Builds individual and associate understanding of financial concepts, federal and state tax law, and SME level of knowledge of each type of partner.
• Understand the roles, responsibilities, and activities performed by organizational functions (e.g., marketing, sales, operations, finance, human resources); understand the interrelationship among organizational functions; have experience and skill in managing across functional and organizational lines.
• Takes constructive action at work with little or no direction from others; drives for results through new, innovative ideas or work methods.
• Use complex problem-solving and critical thinking skills to resolve situations.
• Stive to continually build and deepen their business acumen / knowledge of each of the partner types in order to be a subject matter expert.
• Create education and communication material to raise the level of understanding of each partner type. Partnership Consultants will create and host webinars.
• Draw information from multiple sources to identify, analyze, and resolve complex needs.
• Identify trends, insights and needs of partners, proposing solutions and implementing changes.

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.

Hiring Minimum : $84100 Hiring Maximum : $143100

Skills / Requirements

What you will need :

Candidates that live within in 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 home-based associates please note : Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.

About Us

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. Compensation provided for using, not obtaining, the rating. 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.