Team Leader, CSG
Company: EDWARD JONES
Location: Saint Charles
Posted on: June 24, 2022
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.Responsible for overall team performance, leading a high
performing team of professionals responsible for the strategy and
integration of new feature level changes to our Advice, Planning,
Products, Services and Experiences through a change management
Role model the culture mindsets and behaviors and set conditions
with their teams that inspire our future ways of working, make
progress on our DEI Commitment and unleash the firm's human.
This role also requires advanced level change management expertise
as well as industry acumen (including but not limited to wealth
management) in order to better understand and tie change
initiatives to firm purpose, positive impact to business partners
and our clients.
Champion our firm's transformational journey to achieve our 2025
Strategic Objectives, engaging with our peers to drive the adoption
of mindsets and behaviors we'll need to succeed.
Consistently coach associates in applying the Change Experience
Guide to change efforts, focusing on adding client value.
Consistently champion associates leading the change experience and
deliver on the expected outcomes, focusing on adding firm value,
while leading in a matrix environment. (Leadership)
Contribute to the department, division and firm initiatives to
strengthen talent, culture and community
Provide appropriate resources, support and direction to help
associates meet the needs of the department, division and firm.
Lead the resourcing of the work for associates by aligning
opportunities with an associate's strengths, skillsets and
Collaborate with other leaders to raise visibility of associate
contributions and development opportunities.
Demonstrate recognition and appreciation, as appropriate, while
also holding associates accountable to business plan objectives.
Significant knowledge of firm strategy and how it connects to
business area's and team's work.
Strong knowledge of team's workflows and processes.
Strong knowledge on leading change on complex projects.
Strong knowledge on change discipline, tools and EDJ change
Strong leadership acumen.
Strong written/verbal communication skills
Strong skills in Microsoft Office: Outlook, Word, Excel, and
Effective coaching/feedback that results in associate
Advanced skills in most of the following areas
- Time mgmt.
- Planning & Organizing
- Communication Strategies
- Critical thinking
- Problem solving
- Relationship building
- Learning agility
- Development of Others
- Continuous Improvement
- Navigating Ambiguity
- Leading people in a matrix environment
The decisions in this position are high in impact. The Team Leader
must be able to apply seasoned judgment, make decisions with
limited information and influence stakeholders and leaders to
achieve desired outcomes.
Complex decisions may need to be made in collaboration with Team,
Leaders, and Partners
Bachelors degree required
7 years of demonstrated leadership experience (could include
informal and formal) and/or financials services experience.
SIE, Series 7 Top-Off & 66 required within 6 months
Change Management Certification required within 6 months of
- 2021 FORTUNE 100 Best Companies to Work For - By Great Place to
Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the
- From FORTUNE -2021 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments.2021 Corporate Equality Index
- Edward Jones joins the ranks of 767 major U.S. businesses that
received top marks in the Foundation's 19th annual scorecard on
LGBTQ workplace equality.
From The Human Rights Campaign. All
Rights Reserved2021 Training Top 100 list - Edward Jones ranked No.
19, up six spots from last year in its 21st consecutive year on
this prestigious list.J.D. Power, 2021 - Edward Jones has ranked
"highest in Employee Advisor Satisfaction among Financial
Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor
Edward Jones received the highest
score among employee advisors in the J.D. Power 2007,2008, 2010,
2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of
employee advisors' satisfaction among those who are employed by an
investment services firm. Visit jdpower.com/awards for more
information.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
Keywords: EDWARD JONES, Elgin , Team Leader, CSG, Hospitality & Tourism , Saint Charles, Illinois
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