14 days old

Team Leader, Service (Remote Work Eligible)

Edward D. Jones
Tempe, AZ 85281 Work Remotely
  • Job Code
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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

The Leader of Associates (LOA) is responsible for leading a team of associates who respond directly to phone and written inquiries from our branch offices and/or clients. The critical responsibilities of a LOA include:

  1. Department/Team Performance:Ensuring successful team performance by:

    1. Building relationships with associates to create an environment oriented to trust, open communication, creative thinking, and cohesive team effort

    2. Contribute to workflow through the use of applicable systems, statistical analysis, reporting, and holding associates accountable

    3. Effectively allocating resources in order to accomplish work in the most efficient and cost effective manner and ensuring associates receive adequate training and have the necessary resources to complete their work

  2. Talent Leadership: Attract, Develop, and Retain Talent:Each associate is held accountable for meeting individual, team, and department goals and as a result, the LOA is responsible for:
    1. Coaching for continuous improvement by providing associates with timely, relevant feedback regarding individual performance through the delivery of branch feedback and qualitative results, one-on-one meetings, trimester reviews, bonus discussions, and annual reviews in an effective manner to all associates

    2. Providing support and guidance to all associates on personal and/or career development plans

    3. Ensuring strong associate engagement and inclusive work environment for their team / department

  1. Project Management:The LOA is responsible for communicating division objectives and focusing team efforts on high-priority actions that directly support and align to Firm/Division/Department goals and strategies by:

    1. Applying appropriate change management and innovation techniques in order to successfully implement new processes and procedures

    2. Partnering with the Department Leader to establish vision of stated project, drive initiatives as well as analyzing and computing data to derive opportunities and results

    3. Foster relationships and influence decisions with key stakeholders that are in the best interests of our branches and clients.

  2. Stakeholder Relationships:The LOA will be required to contribute to relationships with critical stakeholders as well as peers in other divisions/departments.
  1. Leverage the relationships to drive results, promote change and navigate obstacles

  2. Bring an understanding of branch processes and workflow into critical relationships to advocate for the branch and help create an ideal client relationships.

  3. Proactively provide key stakeholders with information to help them enhance and develop systems and processes to create an ideal client relationship
  1. Market/Firm/Industry Event Sensitivity:The LOA must stay up to date on internal/external market, firm, and/or industry events influencing workflow and stakeholders.

  2. Escalations:The LOA must be available to address client/branch escalations.
  1. Leadership and Decision Making
  1. Has responsibility for a team with high regulatory, financial, control, or service risk and/or significant complexity.

  2. Anticipates, analyzes, and investigates issues and implements solutions to team and department problems regarding processes, systems, products, regulation, data collection, data quality, resource allocation, controls, and costs.

  3. Interprets and applies, where appropriate, industry applications to existing internal systems and processes which could impact cost, headcount, and service to clients.
Position Requirements :


  • Bachelor's degree or equivalent experience required

  • Series 7 required


  • 3+ years' management experience in financial services industry

    • OR2+ years financial services experience along with 3+ years of non-industry specific leadership experience

    • ORsuccessful completion of Leadership Development course required.

  • 5+ years of relevant experience preferred.

  • A diverse background across numerous areas of the division, firm, and/or industry is a plus.

  • Experience in more than one Service area preferred
    • ORequivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.

Posted: 2021-06-08 Expires: 2021-06-22
Sponsored by:
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Sponsored by:
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Team Leader, Service (Remote Work Eligible)

Edward D. Jones
Tempe, AZ 85281

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