Senior Product Manager – Managed Investments

Overview This job posting is anticipated to remain open for 30 days, from 11-Mar-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued.

Edward Jones is a Fortune 500 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.

What You'll Do Lead highly visible and impactful initiatives tied to Managed Investments products involving a great degree of collaboration, analysis, presenting and subject matter expertise. Responsible for product partner relationships of significant size, complexity, number, and impact to: manage and maintain their portfolio of products including making recommendations to add / remove / change products or product partners as needed. shape and drive execution of business plans that align with firm strategic direction. ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages, and compliant. Assist in the design of efficient and effective ongoing processes and controls. influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience. resolve complex and broad product partner issues as escalated.

Determine root cause and apply critical thinking to prevent future occurrences. regularly interface with product partner peer contacts (i.e., key account managers, product managers, national sales managers, and operational leaders). assist in the coordination and alignment of product partner relationship management activities across all product partners. Serve as a subject matter expert for the Managed Investments product line for the firm. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.

Managed Investments products include Mutual Funds, ETFs, 529 Plans and UITs. Understand and interpret rules and potential changes in the tax, legal and regulatory environment for the product line; make recommendations that help shape the firm position with respect to tax, legal and regulatory issues for these products/programs. Lead significant additional responsibilities specific to the team or area (e.g., recruiting, training, product partner coordination, wholesaler effectiveness).

Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm. Mentor team members and assist in the ongoing development of their subject matter expertise. What Experience You'll Need Bachelor's degree required with quantitative discipline preferred (e.g., finance, economics, accounting, math, engineering, actuarial science, etc.). 10+ years of relevant financial services experience, with Investment Product Management or Portfolio Management experience preferred, including: Series 7, 66 required within 12 months of hire Deep subject matter expertise in product line products Exceptional technical aptitude and analytical skills Highly collaborative Highly effective written, verbal and presentation skills Advanced proficiency with systems and tools including MS Office, Tableau and database What Could Set You Apart Advanced degree or relevant industry designation(s) (e.g., Managed Investments: CFA, CIMA, CFP, ChFC, CPA, etc.).

Note on location : Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates within commutable distance are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Additional Information 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.

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. #J-18808-Ljbffr