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Product Manager - Trust

Location: Gilberts
Posted on: November 23, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.As a Product Manager within the Trust Company, you will:

  • Collaborate with the team to develop and execute the firm's estate planning product strategy to ensure branch teams have access to quality products and support needed to help clients achieve their legacy goals.
  • Develop relationships with and vet potential strategic partners in search of companies with whom we could partner to make it easier for our clients to achieve their legacy goals
  • Manage strategic partner relationships to:
    • help shape and execute business plans that align with firm strategic direction
    • ensure that product support is effective, aligned with key firm messages and compliant
    • collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience
    • resolve moderately complex / broad strategic partner issues as escalated.
    • Serve as a subject matter expert for the assigned strategic partners for the firm. Includes broad and some advanced knowledge of strategic partner product features, benefits, pricing, etc. and their relative positioning in the marketplace.
    • Develop understanding of rules and potential changes in the tax, legal and regulatory environment for the product line
    • Participate in broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, strategic partner events, regional events, industry groups, etc.)What Experience You Need:
      Bachelor's Degree3+ years of relevant experience in estate planning and/or product management
      What could set you apart:
      Bachelor's Degree with quantitative discipline (e.g. finance, economics, accounting, math, engineering, actuarial science, etc,)Progress toward advanced degree (J.D. or L.L.M.) and/or relevant industry designation (CTFA, CFP -, AEP -, etc,)7+ years in relevant in estate planning and/or product management
      • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
        • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
          Salary: $90628 - $154313
          Category: Headquarters

Keywords: EDWARD JONES, Elgin , Product Manager - Trust, Executive , Gilberts, Illinois

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