What are the responsibilities and job description for the Senior Product Manager - Relationship Management position at Edward Jones?
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.
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.
The Senior Product Manager - Relationship Management for Workplace Retirement Products is an experienced product associate who is responsible for managing key product partner relationships from a product offering perspective. This includes identifying and onboarding new product partners through a rigorous review process across key internal stakeholders, managing current product partner annual due diligence processes, conducting periodic reviews of current and new capabilities and managing product and service escalations from branch teams. This role also coordinates product partner product offerings with the engagement efforts of the Workplace Business Segment.
In this role, the Senior Product Manager – Relationship Management will:
In this role, the Senior Product Manager – Relationship Management will:
- Work closely with the Senior Product Leader and/or General Partner to develop and execute the firm's Workplace Retirement Product strategy with strategic and available product partners to ensure branch teams have quality products and the support needed to help business owners/workplace plan providers achieve their financial and business goals.
- Responsible for Workplace Retirement Product Partner and Vendor relationships of significant size, complexity, number and impact to:
- Manage and maintain their portfolio of products including making recommendations to add/remove/change products or product partners as needed.
- Shape and drive execution of business plans that align with the strategic direction of the firm and coordinated with the Workplace Business Segment.
- Resolve complex/broad product partner issues as escalated. Determine root cause and apply systems thinking to prevent future occurrences.
- Regularly interface with product partner peer contacts (e.g., key account managers, product managers, national sales directors, and operational leaders.)
- Assist in the coordination and alignment of the product partner relationship management activities described above across all Workplace Retirement Product partners.
- Serve as a subject matter expert for the Workplace Retirement Product line for the firm. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.
- Mentor team members and assist in the ongoing development of their subject matter expertise.
- Bachelor's Degree
- 8 years' experience
- Series 7, acquired within one year
- Deep subject matter expertise in Workplace Retirement Products and/or product partner relationship management
- Exceptional technical aptitude and analytical skills
- Highly collaborative
- Relevant industry knowledge preferred
- Retirement Products: ERPA, QPA, QKA, CPC, AIF, ASA, FSA, CFP, CFA, CLU, ChFC, CPA, etc.
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday***
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
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
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.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
