"Alerted.org

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants.

On the Transformation team in the Operations Division at Edward Jones, you'll focus on creating the ideal client and branch experience. From account opening, trade settlement, movement of client cash and securities, statement production, and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. The Transformation team collaborates across the division to drive improved experience for clients, branch teams and home office.. Utilizing these insights, both teams strive to enhance the client and branch experience by delivering innovative solutions ranging from smart automation and workflow, to process improvement, to data analysis and reporting.

The OE Project Leader is responsible for enabling the division with simple, standardized and scalable solutions using a process first mentality and risk mindset. You will be responsible for leading business areas though the solving of complex problems while demonstrating the ability to evaluate a range of potential capabilities including process re-engineering, process improvement enabled through technology, data analysis and project management. Your responsibilities will also include working in partnership with various stakeholders across the organization to identify and deliver insights and innovative solutions.

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $84100

**Hiring Maximum:** $143100

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Skills/Requirements

+ Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.

+ SIE and Series 99 required within 90 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required. Other certifications may be required.

+ Proficiency in Microsoft Word, Excel, PowerPoint, Visio, as well as other software programs and databases.

+ 5+ years in a people and/or project leader role with comprehensive knowledge of process improvement and/or operational excellence required

+ Ability to create strategy and approach based on changing business priorities.

+ Ability to collaborate and partner with various associates and leaders across the organization.

+ Excellent communication, written and documentation skills; Ability to communicate at all levels of the organization including executive presentations

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Awards & 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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About Us

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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

•Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

\#LI-HO