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Project Leader-Portfolio Operations Support

Location: Saint Charles
Posted on: June 25, 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.US Remote
Digital Portfolio Operations Purpose Statement: Enable the value and alignment of digital portfolios through improving operational process efficiency and standards
Our Responsibilities Across Digital Product Portfolios Cover:

  • Reporting and Communication
  • Intake and prioritization
  • Resourcing
  • Funding
  • Governance
  • Dependencies
  • Feedback loops
  • MetricsWe are looking for an innovative contributor with exceptional problem-solving and leadership skills who is passionate about playing a key role in supporting Edward Jones' strategic journey toward Human-Centered Complete Wealth Management.
    As a Project Leader, you will be a trusted advisor working with leaders across the area and the firm. This role is an opportunity to lead groups to define and deliver business outcomes (get results through others, delegation, provide coaching and feedback) and an opportunity to manage up and influence other leaders. It requires experience with high-risk, complex business projects, and requires a high degree of strategic thinking, planning, organizing, driving for results, communication, and adapting to change.
    You will be joining a growing team of high-energy associates who drive for results with tenure ranging from months to decades, dedicated to personal development, inclusion and diversity.

    • Establish and maintain effective communication and relationships across multiple areas, divisions, project leaders/teams.
    • Play a key role in coordinating and developing bi-annual budget presentations, collaborating with Finance and Product teams to ensure deadlines are met.
    • Scheduling and facilitating meetings requiring effective engagement strategies, willingness to pivot and adjust based on the needs of the audience, identifying the most critical needs, ensuring and following up on actions, communicating progress, and providing thought leadership in problem solving.
    • Leading moderate to large scope initiatives, often spanning multiple areas.
    • Planning, identifying, analyzing and resolving issues and risks suggesting prevention and mitigation strategies, as appropriate.
    • Facilitate intake process, prioritization and roadmap management
    • Demonstrate thought leadership, innovative tendencies, and an ability to drive for results, including process improvement and capability building initiatives.
    • Partner with business leaders and team to structure the questions to address, organize the work, manage resources, oversee and/or conduct analysis, synthesize findings, and develop recommendations.
    • Partner with business leaders and team to scope, define and coordinate roadmaps, critical paths, dependency matrices, and resources to manage tasks.
    • Effectively have span of influence in managing up, resolving conflict across multiple groups, and impacting processes and approaches used across the area and the firm
    • Make and communicate complex decisions and/or recommendations with consideration for risks and long-term impacts. Some decisions may be in gray areas where little or no guidance is available.Position Requirements:
      • Proficiency in various project/collaboration tools: Aha!, Jira, SharePoint, Mural etc.
      • 3+ years strong strategic project management experience at the enterprise level
      • 3+ years of financial services industry or related experience
      • Working understanding of the Lean-Agile mindset
      • Superior presentation skills.
      • Excellent organization and coordination skills.
      • Experience facilitating meetings with executives and other senior leaders.
        • Bachelor's degree.
        • Experience in execution in Agile and Agile Transformations.
        • Project management certification (PMP) or Agile Certification (scrum) a plus.
          • 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 Reserved
              • 2021 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. Visit our career site 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: $76798 - $130764
                  Category: Headquarters

Keywords: EDWARD JONES, Elgin , Project Leader-Portfolio Operations Support, Other , Saint Charles, Illinois

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