About this role
Opportunity Overview
Team Overview
This position is responsible for leading the strategy, design, administration, and ongoing evolution of health, welfare, and voluntary benefit programs that support our colleagues. The role provides senior benefits expertise across plan design and administration, vendor management, compliance and governance, financial performance, benefits technology, and participant communications. It partners closely with Finance, Payroll, Legal, Tax, Technology, and external providers to ensure benefit programs are competitive, compliant, effectively governed, and consistently delivered.
What You'll Do
- Lead the design and management of health, welfare, and retirement programs that align with workforce needs, firm objectives, and Total Rewards strategy.
- Oversee plan administration, eligibility, enrollment, participant support, and vendor performance to ensure accurate and timely program execution.
- Analyze program utilization, outcomes, cost, benchmarking, and market trends to evaluate effectiveness and inform program design, renewals, and strategic recommendations.
- Partner with Finance, Payroll, Legal, Tax, Technology, and external providers to support compliance, funding, reporting, and governance requirements.
- Develop and oversee participant communications, education, and guidance to help colleagues understand their benefits and retirement programs.
- Identify operational risks and improvement opportunities and strengthen processes, controls, and service delivery to improve accuracy, colleague experience, and scalability.
- Leverage technology and data to improve operational efficiency, colleague experience, program engagement, and outcomes.
Position Requirements
What You'll Need
- Bachelor’s degree preferred in Human Resources, Business, Finance, Benefits, or a related discipline.
- 10+ years of experience in benefits administration, program management, vendor oversight, or related Total Rewards roles.
- Demonstrated experience leading complex health, welfare, and/or retirement programs, including program design, administration, governance, compliance, and vendor management.
- Experience using data, benchmarking, cost analysis, and market trends to evaluate programs and make strategic recommendations.
- Demonstrated ability to influence and partner across functions including Finance, Payroll, Legal, Tax, Technology, and external providers.
- Experience identifying risk, strengthening controls, and improving benefits processes and service delivery.
Company Description
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.
Awards and 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
EEO Statement
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.
Salary Information
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.