Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

Our Legal Division is expanding its records and information management (RIM) capabilities to support the ongoing efforts of Edward Jones to serve and provide financial solutions to millions of clients and their families. We are seeking a director of the firm's RIM program who can provide independent, strategic program leadership to expand the program beyond its already strong foundation to meet the needs of a knowledge powered organization fueled, in part, by increased use of data and enhanced utilization of artificial intelligence capabilities. This leader will guide the RIM program through an increasingly-complex legal and regulatory landscape and advise business partners on associated risks and must be energized by leading in a matrixed, dynamic environment with broad leadership responsibility, who can serve as a dynamic thought leader to partner with business leaders to play a critical part in ensuring our organization's compliance with recordkeeping regulations, industry standards, and best practices related to the management of the firm's information and data. This position will report directly to the firm's Chief Privacy Officer, who leads our organization's Legal-Information & Data Protection team, consisting of both privacy and records and information management professionals.

• Advising senior firm leadership on forward-looking, technology-based records management strategies in a highly-regulated financial services environment
• Partnering with technology and digital counterparts at the firm to Provide records management subject matter expertise, counsel, and guidance to the firm's business areas and leaders
• Maturing the records management program beyond a compliance function to a business enablement capability sufficient to support the firm's larger strategic ambitions
• Developing, updating, and implementing records management and information governance policies and procedures
• Monitoring external and internal opportunities, threats, risks, and regulatory requirements
• Managing and controlling record footprint
• Developing and managing records retention and purge processes
• Facilitating the firm's Legal Hold process
• Supporting RIM risk assessment processes
• Overseeing Records Management Initiatives
• Providing leadership, training, and guidance to the firm's RIM Leaders and RIM Liaisons

• Bachelors degree required. Advanced degree or JD preferred.
• Minimum 12 years progressive responsibility in a records management role for a large firm or affecting a large firm including 5+ years serving in a primary operational role within a records management program (including a preference for people leadership).
• One or more Records Management or Information Governance certifications preferred.
• Significant records management knowledge and experience required, including both thought leadership/strategic direction and daily management.
• Significant understanding of, and aptitude for influencing business leadership on, record retention laws, industry standards, best practices, and regulatory requirements.
• Experience serving as a primary strategic advisor for record management initiatives preferred.
• Preference for a strong technical background with command of information technology and software utilized in the records management or information governance fields.
• Capacity to represent legal perspectives in a large, cross-functional, collaborative environment
• Strong cross-function collaboration skills and the ability to oversee a large number of ongoing projects.
• Sound judgment, decision making, and conflict resolution skills.
• Highly organized, detail-oriented, resourceful, and adaptable to changing priorities.
• Excellent verbal, written communication, and interpersonal skills, with demonstrated ability to influence decisions at senior executive levels of organizations.
• Capacity to work independently, as needed, and collaboratively in a team environment.