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
The HNW Client Development Leader will be responsible for the development and execution of key High Net Worth client development and acquisition strategies, enabling advisors to win new business and expand existing business through the extensive resources of our home office and High Net Worth offering. This position plays a critical role in serving as the primary point of contact between financial advisors and the High Net Worth offering, identifying, and tracking business opportunities across the firm's advisors, and supporting them through direct coaching and by mobilizing the support and service model that addresses the clients' needs. This role will be called upon as an expert in the High Net Worth offering, including its underlying products and services, and the various Edward Jones service and support models that are available to advisors to help them serve and win High Net Worth clients.
Want more jobs like this?
Get jobs in Gunnison, CO delivered to your inbox every week.
Responsibilities include:
- Drive HNW Business Development by working closely with Financial Advisors and Market Management, enabling them to build and deepen relationships with High-Net-Worth clients and prospects
- Lead the generation and management of a business pipeline for High Net Worth service models, with goal to achieving ambitious incremental asset targets
- Develop, refine, and execute client acquisition and prospecting strategies that generate scalable growth for the High-Net-Worth business
- Engage with Edward Jones advisors to understand, validate, and uncover client and prospect opportunities, providing coaching and advice on the path forward to achieve client needs and generate incremental business
- Work collaboratively across HNW service models (including Client Consultation Group, Trust Company and Generations) to mobilize resources and support
- Create and manage operational processes that document and execute on the pipeline of business opportunities
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.
Hiring Minimum: $140400
Hiring Maximum: $239100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Position Requirements:
- Bachelors degree required
- 3-5 years of people leadership preferred
- 6+ years Wealth Management experience and knowledge, with a deep understanding of the Financial Advisor (including objectives, day-to-day responsibilities, prospecting, and client service).
- Deep knowledge and subject matter expertise across HNW products and services (i.e., investment advisor platforms, tax efficient portfolio construction/management, private markets, estate/tax planning, generational/family governance, philanthropic products).
- Project management experience to develop and execute an operational process that optimizes branch experience and client development outcomes.
- Strong presentation and communication skills, including deep experience engaging with Financial Advisors on client development/growth topics
- Ability to lead small groups, present findings in a clear and concise manner, and influence decision making process
- Ability to manage a high performing team of individuals across various domains and levels of experience
- Creative thinking in high pressure environments with passionate stakeholders
- Understanding and alignment with the firm values, beliefs, policies, procedures as well as business goals
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
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
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