About this role
Team Overview: The Investment Management Department is a core part of Edward Jones’ Wealth Management and Field Management Division, advancing the firm’s mission of deeply serving clients by equipping financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. Within this organization, the Asset Allocation Team plays a central role in shaping the firm’s investment perspective – developing capital market assumptions, guiding strategic asset allocation, and informing opportunistic portfolio positioning across a broad spectrum of asset classes. This is a high-impact opportunity to join a collaborative and forward-looking team at the forefront of the firm’s investment strategy. In this role, you will directly influence portfolio design and long-term client outcomes, contributing to the advancement of asset allocation research and delivering sophisticated, scalable investment insights – particularly for high-net-worth (HNW) client segments. What You’ll Do: In this role, you will play a key role in advancing asset allocation research, capital market insights, and portfolio construction frameworks, with a focus on delivering scalable, differentiated guidance for high-net-worth clients. You will partner across Investment Management, Product, and Planning teams to translate complex analysis into actionable insights, directly supporting advisor decision-making and improving client outcomes. Here are a few of the Key Responsibilities: Drive the development and evolution of HNW-focused portfolio frameworks, delivering differentiated, scalable guidance that shapes how the firm advises this client segment. Lead collaboration with key stakeholders to design and enhance portfolio objectives, incorporating multi-asset allocation, tax-aware implementation, and non-traditional exposures. Generate forward-looking capital market insights and asset allocation perspectives, informing firmwide positioning and investment strategy. Evaluate and integrate alternative investments, private markets, and hedging/monetization strategies into portfolio frameworks, expanding the firm’s capabilities for complex client needs. Author and deliver high-impact investment insights, strategy reports, and thought leadership, equipping Financial Advisors and internal stakeholders with actionable guidance. Shape strategic and opportunistic asset allocation recommendations, influencing portfolio construction across advisory platforms and client solutions. Partner cross-functionally to embed asset allocation insights into platforms, tools, and client experiences, ensuring seamless translation from research to implementation. Enhance and advance analytical models, research frameworks, and asset class assumptions, improving the rigor and breadth of the firm’s investment capabilities. Serve as a visible contributor to internal communications and forums, articulating market perspectives and portfolio positioning with clarity and credibility.