Technical Generalist - Operations

The Home Office Systematic Trading team is part of the Discretionary Client Aggregate Trading Department in the Trading capability. The team is primarily responsible for supporting all functions as they relate to home office trading that happens systematically for our Guided and Advisory programs. Our work primarily consists of exceptions-based reports from fall out of our different systematic trades like Liquidation of Funding Assets, Ineligible Assets, ADVDEP, Sweeper, and Plan/Purchase Allocator.
What You'll Do:
As a Technical Generalist, you will be responsible for ensuring we continue to support home office trading through enhancements, reconciliation of our systems, exception-based processing in a high-risk environment, managing multiple high priority tasks. The most important aspect of the job is understanding risk and using a risk mindset to minimize market exposure. This role will be pulled into data analysis and risk mitigation tasks to always reduce exposure for our clients and firm.

Here are a few of the key responsibilities you will be a part of:

• Training, coaching, and mentoring of team members and may be expected to provide leadership on special projects impacting one or more business areas, as needed.
• Analyze research and interpret, complex information utilizing a high degree of industry and regulatory knowledge related to multiple business areas across the organization.
• Subject matter expert on key business area functions or systems, including a deep understanding of both how and why the work is performed.
• Serve as workflow coordinator and point of escalation across multiple areas when business needs arise.
• Frequent communication with home office leaders, large groups of associates, and/or vendors to resolve issues, answer escalated questions and carry out responsibilities including implementing effective change management.
• Quality and accuracy reviews on selected functions within or across the business area.
• Data analysis and root cause analysis
• Analyze branch suggestions, survey comments and other feedback to identify trends and opportunities to enhance productivity and communicate results with leaders

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: $61600
Hiring Maximum: $101600

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Skills/Requirements

What Experience You'll Need:

• A bachelor's degree and/or equivalent experience
• 5+ years of experience in a financial services environment (i.e., brokerage, banking, insurance,
• etc.), including:
  • An advanced knowledge of procedures and systems associated with multiple functions in a department or group of departments. Examples of the specific knowledge would be in the areas of: trading, books and records, corporate actions, cash and banking related functions, anti-money laundering, client accounts, mutual funds, insurance, stocks, bonds, managed money products, retirement products and services, client reporting, tax, customer account transfers, securities processing, etc.
• • Advanced knowledge of processes, procedures, and systems associated with multiple functions in a department or group of departments.
• • Must have excellent word-processing and spreadsheet skills.
  • Experience with Excel, PowerBI, SharePoint, and Salesforce (to handle the queue/escalations).
  • Requires the ability to make recommendations to resolve and improve system issues.
  • Industry knowledge and skills as it relates to products, services, and processes.
  • Strong analytical skills

The required hours for this role are 6:30am CST - 2:30pm CST

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.

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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

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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.

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