St. Louis, MI, USA
3 days ago
Director - Wealth Management Enablement Wholesaling
The Director of Wealth Management Wholesaling at Edward Jones is responsible for leading the vision, strategy, and execution of wholesaling efforts aligned with the firm's wealth management priorities. This role involves direct and matrixed leadership of a team of financial planning subject matter experts, including other leaders, to accelerate the adoption of tools, resources, products, and services that deliver a consistent client experience. There is opportunity and need to effectively collaborate with others in the organization to ensure effective support of our firm's Market Leadership needs from a wholesaling capacity.

Responsibility Summary:Leadership and Development: Lead a team of associates and leaders in a matrixed environment, supporting the firm's transformation from Goals-based Advice (GBA) to comprehensive advice and planning.Capability Building: Oversee the development of acumen in wealth management priorities, including advisory products, banking, retirement, insurance, and financial planning tools.Strategic Partnerships: Collaborate with GPs and Directors across home office support areas to provide consistent support and coaching to branch teams.Performance Management: Ensure the business area's performance through strategic planning, adoption of business tools, and achievement of sales/revenue objectives.Complex Problem Solving: Work with others to address complex HQ needs impacting the adoption of transformative changes from a wholesaling perspective.Resource Allocation: Provide resources, support, and direction to help associates meet area and firm needs, developing their professional and leadership capabilities.Thought Leadership: Synthesize branch feedback and collaborate to influence the design and development of integrated platforms, systems, tools, and processes for a better client and branch team experience.Representation: Represent the wealth management story at firm conferences, client events, and industry conferences.Initiative Leadership: Lead broad division, firm, or industry initiatives and events to represent wealth management in alignment with firm strategy.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.
Confirm your E-mail: Send Email