Digital Product Manager II Leader - Wealth Planning & Onboarding

Edward Jones



St. Louis, MO

Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.


    Position summary


    Team Overview:
    Edward Jones invested $1+ billion in technology infrastructure, digital initiatives, and virtual business enablement tools. We are looking for talented, motivated professionals, that want to be part of this transformational journey. Cloud-based architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible.

    Our Wealth Planning and Onboarding Portfolio is part of the Digital Wealth Management organization and provides capabilities to enable our Financial Advisors and Branch Teams to deliver Human-Centered Complete Wealth Management. The Digital Account Solutions team is responsible for all digital account opening and management capabilities. The team partners across adjacent product teams and operational areas to deliver a best-in-class client onboarding experience that is streamlined and efficient, while also meeting regulatory requirements.

    Here are a few of the key responsibilities you will be a part of:

    • Lead a team focused on the delivery and evolution of our Digital Account Solutions product including Account Opening, Maintenance, and connectivity with many other systems at the firm.

    • Responsible to the Portfolio Owner, this role will focus on developing internal product teams for multiple sub-products each with several domains and delivery teams. These teams will own all aspects of the firm's Account Management systems and partner with the Core Digital Services organization for ongoing support of the applications & the people who use them.

    • In partnership with key stakeholders and business partners, the Digital Product Manager II will create the vision for Digital Account Solutions and will serve at the forefront of driving solutions to provide the best possible user experience.

    • Identifying business opportunities and directing team activities to achieve desired outcomes by gathering requirements, designing workflows, coordinating development, and implementing finalized solutions.

    • Set clear expectations of accountability across a matrix teams of chapter roles in order to achieve positive team health, align product vision to execution, user experience, system stability, product quality and business value.

    • Work across multiple corporate divisions and all levels of associates and management to build strategic partnerships.

    • Responsible for owning product epics and may be asked to assist with refinement of portfolio epics.

    • Work with other firm leaders to attract, develop and drive a team of high performing associates, and will play a pivotal role in their ongoing personal and professional development.

    • Lead their product teams through direct leadership of their functional associates as well as indirect influence and task assignment authority for matrixed associates, mentoring and developing all team members to fulfill the product vision.

    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:

    Hiring Minimum: $136571
    Hiring Maximum: $232541


    What Experience You'll Need:

    • Bachelor's degree and/or equivalent experience

    • 7+ years within digital, product management, account solutions and/ or wealth management.

    • A desire to assume formal leadership responsibilities for downline associates, with a willingness to commit to the development of others through personnel administration practices. Prior supervisory experience in a professional environment.

    What Could Set You Apart:

    • Master's degree

    Functional Knowledge:

    • expert knowledge of financial services concepts, practices, and procedures, with emphasis on Account Opening, Funding, and Maintenance knowledge;

    • excellent communications skills, with the ability to present complex / abstract concepts in simple, cogent terms;

    • detail orientation with exceptional analytical capabilities, possessing the ability to effectively contribute across multiple teams and disciplines;

    • the ability to organize, prioritize, and execute on work within a dynamic, fast-paced environment, demonstrating strong leadership skills with the ability to delegate and direct work in a way that maximizes both personal and team efficiency;

    • Mentoring, coaching, and comfortable delivering direct feedback routinely to advance and develop downline leaders and associates;

    • collaborative mindset with the ability to work with stakeholders and leaders throughout a matrixed organization;

    • a robust understanding of full-cycle software development within an Agile framework;

    • product orientation with a strong sense of ownership.

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

    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.


    Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.