Portfolio Manager - Investment Advisory
Edward D. Jones
The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.
From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the WMAS Division but firm wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. The Edward Jones Advisory Program is over $300 billion dollars and growing, representing 15% of the firm's total assets under care. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in assets.
PST is seeking a Portfolio Manager to join our growing team of 16 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.
PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. The Model Teams are responsible for the management and oversight of all Advisory Solutions and Guided Solutions models. These include retirement and tax-sensitive, UMA, and personalized model platforms. The Proprietary Funds Team is responsible for the management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will specifically support Model Teams within PST.
Key Responsibilities: Responsible for providing asset class insights, enhancing, and executing the implementation, portfolio construction, and manager selection within the Bridge Builder mutual funds, as well as the Passport money market fund.Serve as an investment and portfolio construction subject matter expert and deliver high quality recommendations in an efficient basis that support our Bridge Builder funds.Deliver performance results that meet or exceed expectations on behalf of clients.Provide thought and project leadership and mentor associates to aid in the development of the team and improve the ability to serve our clientsContribute to various internal departments and committees in making informed decisions consistent with the firm's long-term strategy.Deliver effective written and verbal communication of investment recommendations and other information to internal departments and governance committees, the Bridge Builder Board of Trustees, branch teams, and/or clients as needed.
From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the WMAS Division but firm wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. The Edward Jones Advisory Program is over $300 billion dollars and growing, representing 15% of the firm's total assets under care. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in assets.
PST is seeking a Portfolio Manager to join our growing team of 16 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.
PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. The Model Teams are responsible for the management and oversight of all Advisory Solutions and Guided Solutions models. These include retirement and tax-sensitive, UMA, and personalized model platforms. The Proprietary Funds Team is responsible for the management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will specifically support Model Teams within PST.
Key Responsibilities: Responsible for providing asset class insights, enhancing, and executing the implementation, portfolio construction, and manager selection within the Bridge Builder mutual funds, as well as the Passport money market fund.Serve as an investment and portfolio construction subject matter expert and deliver high quality recommendations in an efficient basis that support our Bridge Builder funds.Deliver performance results that meet or exceed expectations on behalf of clients.Provide thought and project leadership and mentor associates to aid in the development of the team and improve the ability to serve our clientsContribute to various internal departments and committees in making informed decisions consistent with the firm's long-term strategy.Deliver effective written and verbal communication of investment recommendations and other information to internal departments and governance committees, the Bridge Builder Board of Trustees, branch teams, and/or clients as needed.
Confirm your E-mail: Send Email
All Jobs from Edward D. Jones