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Team Leader, CSG

Location: Saint Charles
Posted on: June 24, 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.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 framework.

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. (Application)

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 development opportunities.

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 framework.

Strong leadership acumen.

Strong written/verbal communication skills

Strong skills in Microsoft Office: Outlook, Word, Excel, and PowerPoint

Effective coaching/feedback that results in associate development

Advanced skills in most of the following areas
- Time mgmt.
- Planning & Organizing
- Communication Strategies
- Critical thinking
- Collaboration
- Problem solving
- Relationship building
- Learning agility
- Adaptable
- Development of Others
- Continuous Improvement
- Influencing
- 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 hire

  • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • 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 Satisfaction Study.
      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
      Category: Headquarters

Keywords: EDWARD JONES, Elgin , Team Leader, CSG, Hospitality & Tourism , Saint Charles, Illinois

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