| Job Description : |
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Digital Product Owner FP&A SaaS
US Remote Eligible
The Finance Systems – Digital Products organization at Edward Jones is focused on enhancing business functions while interfacing with technology partners to create an unparalleled experience. Leveraging these critical insights, we implement technology solutions and develop our products in ways that enable our firm capabilities. As key members of the team, Digital Product Owners combine deep subject matter expertise, vision, and strategy, systems thinking, and product management capabilities to produce highly integrated and effective digital solutions and tools.
Operating at the intersection of business strategy and technology development, the digital product teams provide a dynamic, 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.
The Financial Planning and Analysis product team is responsible for designing and delivering a world-class digital FP&A technology capability to our financial planning and reporting teams, focused primarily on delivering robust FP&A capabilities.
The Product Owner serves as the individual accountable for one or more systems, leading a multi-disciplinary and cross-divisional product team to deliver value to internal and external customers of the Firm.
Primary responsibility will be leading the procurement, development, validation, implementation and ongoing maintenance of a brand new FP&A technology solution.
This individual aligns strategy to execution through the development and maintenance of their product roadmap, outlining the body of work expected now, next, and into the future.
This work includes management of system plans and supporting artifacts encompassing resource needs, stakeholder solution requirements, dependencies, timelines, milestones, and success criteria as necessary to deliver on the promised business value.
Success in this role requires depth and breadth of subject matter experts inside and outside the Financial Planning and Analysis product area, as well as a foundational understanding of Product Management and Agile, and the ability to expand these capabilities within the organization.
The Digital Product Owner will work with other firm leaders to attract, develop and drive a team of high-performing associates, and will play a pivotal role in their ongoing personal and professional development.
This person will lead their matrixed product team through influence as well as task assignment authority, mentoring, and coaching all team members to fulfill the product vision.
This individual will additionally advise and align with adjacent product teams to ensure a consistent and cohesive progression of the product strategy.
Bachelor’s degree in business administration, management information systems, computer science, or related field.
FINRA Series 7 and 63 or 66 (or must obtain within first six months of employment), [or alternative…such as CFA, CFA Foundations, CFP, etc.].
Minimum 7+ years of experience within finance technology and systems
Strong knowledge of financial services concepts, practices, and procedures, with emphasis on the Product.
Exceptional communication and interpersonal skills.
Detail orientation with strong analytical capabilities.
Ability to overcome ambiguity and deliver results.
Strong leadership skills with the ability to influence and direct work in a way that maximizes both personal and team efficiency.
Teamwork / collaboration mindset with the ability to work with stakeholders throughout the organization and drive toward a decision.
A robust understanding of full-cycle software development within an Agile framework.
Product orientation with a strong sense of ownership.
Problem Solving
Problems faced by associates in this role tend to be moderately complex.
Decision Making:
The decisions in this position are moderate in impact. Highly complex decisions are typically escalated to leadership or Senior Product Owner.
Span of Influence:
Medium/High – while decisions and problems faced by associates in this role are moderate in nature, the size of our advisory and portfolio/wealth management programs and importance to our clients increases the impact.
2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
From The Human Rights Campaign. All Rights Reserved
2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
J.D. Power, 2021 – Edward Jones has ranked “highest in Employee Advisor Satisfaction among Financial Investment Firms” in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more 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.
competitive
Salary: $90628 – $154313
Category: Headquarters |
