Senior Wealth Management Adoption Leader

lexibility, one of the lives it could enhance is yours.

The Senior Wealth Management Adoption Manager is part of our Wealth Management Enablement and Adoption team. This team will be the primary talent driving activation and enablement of wealth management for Edward Jones branch and home office teams, enabling us to grow our client impact.

You will participate in a high-performance team and contribute to the firm's transformation to offering full and comprehensive wealth management and financial planning at Edward Jones Canada.
Key responsibilities of the Senior Wealth Management Adoption Manager include:

• Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, on-line and other modes of training for branch teams AND home office branch support areas

• Proactively build relationships with financial advisors and serve as a financial planning subject matter expert to gain branch team confidence and enable them to deliver on our client value promise

• Must have strong critical thinking, problem-solving, and decision making and collaboration skills.

• Must be able to provide guidance and direction and demonstrate an ability to influence key decisions, interpret and convey complex issues and solutions in a persuasive and informative manner

• Participate, support, lead as subject matter expert on all existing and developing financial planning tools and resources

• Participate, support, lead enterprise initiatives and or teams cross departmentally, divisionally and in the field to meet client's evolving needs and deliver complete wealth management

• Balance demands of multiple complex projects with high degree of visibility and urgency

• Support key stakeholder projects/teams to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through the training, tools, and firm policy

• Serve as a key contributor on enhancements and improvements to systems and branch workflow tools

• Ensure the communication and application of timely opportunities and risks to branch teams

• Uncover issues and implement changes to procedures, processes and plans to increase operational efficiency and effectiveness

• Strong presentation and oral and written communication skills

• Actively keep abreast of the changing financial services landscape and recommend appropriate training that addresses any potential risks to the firm, through close collaboration with the division risk management team

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: $97400
Hiring Maximum: $165800

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Skills/Requirements

• Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.

• CFP designation required within 12 months

• LLQP required within 12 months

• 5 or more years experience in financial planning industry

• Industry knowledge including financial planning and wealth management acumen

• Ability to work well and collaborate within a team environment

• Ability to navigate working across teams and functions

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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

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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 9 million clients and 20,000 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 2024, data as of December 2023. 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.

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