**Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **Job Overview** **Position Schedule:** Full-Time **Opportunity Overview:** The Director of Alternatives Strategy will influence the recommended product strategy for the Edward Jones Advice & Guidance (A&G) Department. Using prior experience in leading or conducting alternatives research or product strategy (ideally, in retail product channels), the Director will liaise with A&G teams and other areas such as (High Net Worth, Products, Wealth Management Consultation, et al.) integral to the business strategy for alternatives adoption, and will work to prioritize types of new alternatives that would optimally be available for Edward Jones Financial Advisors and Clients, first through the firm's High Net Worth offering, and later through a broader set of branch teams for certain clients meeting criteria. The Director will optimize potential areas of focus based on practical business considerations, client marketplace dynamics, industry trends in alternative offerings and organizational constraints and dynamics when formulating recommendations on paths forward. The Director may have a background in alternatives due diligence research, including at the strategy level and holistic client portfolio construction level, but this is not strictly necessary. However, the Director should be able to advise on, influence and lead key components of alternative investment buildout projects with multiple stakeholders at large organizations. This role is not currently contemplated to have direct reports now or in the near term, but that could evolve or change depending on the organization's appetite for a more rapid expansion into alts in the coming years. **What you'll do:** + Develop and champion a strategic path forward on alternative investments, intersecting product strategy and investment research initiatives. + Work with stakeholders from department teams (Investment Manager Research, Portfolio Solutions Team, Asset Allocation Team, Investment Risk Group, Portfolio Optimization Group, Client Needs Research, Investment Strategy, and others), as well as stakeholders from outside the department, to advocate buy-in with the strategy developed, and gain commitments and alignment for business planning purposes. + Contribute to Alternatives working group discussions within Investment Manager Research, helping to aid analyst perspective with a broader view of recommendations against the alternatives landscape overall, by category and by competitor marketplace view. + Provide practical perspective and considerations for asset allocation work, in an environment where alternative asset class category integration is evolving. + Key liaison between A&G Investment teams and the High Net Worth (HNW) Segment. Function as SME helping the Generations team (i.e., Edward Jones private wealth team) integrate department advice and guidance through dedicated concierge teams that are assigned to our Generations HNW clientele. + Help clients, branch teams, and the industry better understand Edward Jones' Alternative Investing capabilities, thought leadership, and advice through digital and verbal communications, white papers, and attending and presenting at industry events. + Ensure compliance with relevant guidelines, laws, regulations, and industry standards governing investment research, focusing on the unique considerations of delivering alternatives to various segments of retail clients at a national broker-dealer at scale. + Communicate strategy updates, investment performance evaluations and industry trends, breaking down complex information to communicate effectively with key stakeholders including firm management, investment committees, financial advisors, and clients. + Lead development of ideas and strategic vision for content in thought leadership material focused on delivering insights obtained from the panoptic view of the fund management industry. + Lead other cross-functional key department, division and firm bodies of work to successfully achieve strategically important initiatives. 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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . **Hiring Minimum:** $168500 **Hiring Maximum:** $286900 Read More About Job Overview **Skills/Requirements** **What you'll need:** + Bachelor's degree required; Master's Degree preferred. + 11+ years of experience; 15+ years' experience preferred. + Series 7 and Series 66 required, or completed within first 6 months. + Chartered Financial Analyst (CFA) required, or Level 1 must be completed within first year. + Chartered Alternative Investment Analyst (CAIA) preferred. + Influencing teams of stakeholders. + Strong project planning and process design skills; ability to engage and influence stakeholders to execution over long project arcs. + Competitive analysis. + Organizational navigation skills, and influencing outcomes across multiple stakeholders where no direct responsibility lines may exist. + Expert knowledge of the regulatory landscape around alternatives products and client requirements. + Content development and marketing skills. + Expert knowledge of financial markets. + Expert knowledge of asset management industry. + Strong proficiency in Excel, investment research industry standard software platforms to procure and draw insights, as well as familiarity with using proprietary and third-party databases supporting alternatives-related research (Pitchbook, Preqin, HFRI, etc.). **What will set you apart:** + Ability to navigate the needs of the business regarding product, while at the same time having an innate instinct of seeking best-in-class investment choices from an investment merit perspective. + A career focus on alternatives is baseline, but current or historical work with traditional/multi-asset classes in addition would be desirable. + An understanding of the wealth management client and how alternative solutions are delivered in retail channels, not just to institutional clients. + Ability to collaborate and partner with multiple stakeholders in a cross-functional manner at a large organization, and adhere to and execute a plan over long timeframes. Read More About Skills/Requirements **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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades) Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca) Read More About Awards & Accolades **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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) . 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. \#LI-HO