Product Manager, WMAS @ Edward Jones

Opportunity Overview

This role provides the opportunity to shape the strategy, evolution, and growth of Edward Jones' Managed Investments platform across traditional and alternative investment solutions, including Mutual Funds, ETFs, 529 Plans, Donor-Advised Funds. Working closely with firm leadership, product partners, and cross-functional stakeholders, you will influence product strategy, drive innovation, leverage market and client insights, and help ensure advisors have the solutions and support needed to deliver exceptional client outcomes. This highly visible role combines strategic thinking, relationship management, and industry expertise to impact both the firm's investment offerings and long-term growth.

What You'll Do

• Partner with internal and external stakeholders to support the design, development, and enhancement of Managed Investment products that align with the firm's advice, guidance, and strategic objectives.
• Gather, analyze, and interpret market data, industry trends, client insights, and product performance metrics to inform product strategy, development, and recommendations.
• Manage relationships with Managed Investment product partners, influencing decisions related to product offerings, product changes, and partner selection to optimize the firm's investment platform.
• Develop and execute business plans for assigned product relationships, providing leadership with insights on opportunities, risks, competitive positioning, and growth strategies.
• Serve as a subject matter expert on Managed Investment products, including Mutual Funds, ETFs, 529 Plans, UITs, and Donor Advised Funds, while maintaining knowledge of product features, pricing, benefits, and market trends.
• Ensure product communications, literature, wholesaling support, and partner resources are effective, compliant, and aligned with firm messaging and advisor needs.
• Lead or contribute to strategic initiatives, training programs, cross-functional projects, industry events, and product partner engagements that advance business objectives and strengthen product line effectiveness.
• Identify and address product, advisor, and partner issues while supporting risk management and mitigation efforts to enhance the client experience and protect the firm's interests.

Position Requirements

What Experience You Need

• Bachelor's degree required, preferably in a quantitative field such as Finance, Economics, Accounting, Mathematics, Engineering, Actuarial Science, or a related discipline.
• 7+ years of financial services experience, with experience in investment product management, portfolio management, or a related investment-focused role preferred.
• Ability to obtain FINRA Series 7 and Series 66 licenses within 12 months of hire.
• Progress toward or attainment of advanced industry designations such as CFA, CIMA, CFP, ChFC, CPA, or similar credentials preferred.
• Broad knowledge of managed investment products and financial markets, with the ability to understand product features, performance, pricing, and competitive positioning.
• Strong analytical, quantitative, and problem-solving skills, with the ability to leverage data to support business decisions and product recommendations.
• Excellent collaboration, organization, and communication skills, including the ability to effectively present complex information to diverse audiences and stakeholders.
• Proficiency with business and data analysis tools, including Microsoft Office applications, Tableau, databases, and related reporting or analytics platforms.

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 that live within 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.

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.