Department Leader, Client Transition
Company: EDWARD JONES
Posted on: January 20, 2023
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.The Department Leader in Client Transition is a
critically important role focused on the strategic transition of
client relationships as the result of a Financial Advisor
retirement or in-career transition. This role is essential to
ensuring the firm can achieve Financial Advisor growth goals for
2023 and 2024 through the successful execution of client
transitions. The role leads two Team Leaders and a department of
dedicated consultants focused on coaching branch teams to optimize
their practice through capacity analysis and/or succession
planning. These coaches also support recipients of client
transition plans and provide veteran Financial Advisors with
tailored support for their client transition plans including
recipient selection, timing, compensation, branch support planning,
teaming options, and real estate implications.
- Bachelor degree or equivalent experience required.
- Series 7 and 66 required.
- 5 or more years of Edward Jones experience (directly supporting
branch teams) required or equivalent experience within the
financial services industry.
- 2+ years of leadership/management experience required.
- Project management experience strongly preferred.
- Strong knowledge of advanced practice management levels.
- Must have the ability to lead, manage, and develop multiple
leaders, associates and programs.
- Ability to develop and implement new business strategies to
support future firm health and growth.
- Strong marketing and presentation skills, as well as
exceptional written and verbal communication skills, in order to
effectively lead the firm's internal and external communication
efforts regarding asset sharing programs.
- Exceptional conflict resolution and negotiation abilities are
- Exceptional understanding of the work, responsibilities,
success factors, and expectations of the branch team in order to
understand the impact that home office/department decisions have
upon the clients and branches.
- Strong collaborative skills in order to work with others and
drive for results with General Partners, Regional Leaders,
Financial Advisors, and associates in other departments/divisions.
Proven ability to collaborate with multiple divisions to
successfully execute on objectives.
- Very strong coaching and consulting skills necessary in order
to work with the most experienced veteran Financial Advisors.
- Ability to set and effectively communicate direction.
- Knowledge of Branch Training, Planning & Development, and FA
- General knowledge of human resources, legal and compliance
policies as they relate to client transition situations.
- 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
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
Keywords: EDWARD JONES, Elgin , Department Leader, Client Transition, Other , Hampshire, Illinois
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