Team Leader-Fund Administration, CSG

Tempe, Arizona (US)
May 15, 2019
Jul 14, 2019
Industry Sector
Investment Bank
Employment Type
Full Time

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 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

The position is responsible for the leadership of the fund administration team for the firm's proprietary mutual funds.  The Bridge Builder Mutual Funds were launched in 2013 to support the growth of Edward Jones Advisory Solutions®, a mutual fund advisory program with over $150B in assets.  There are currently a total of 9 funds in the complex with over $70B in total assets.  The Fund Administration group is responsible the operation and support of the firm's proprietary mutual funds through execution and coordination of Fund management and administrative functions.

•10+ Asset Management or Mutual Fund experience; working at an Investment Adviser, service provider or consulting firm

•Prior experience in mutual fund operations, custody, fund accounting, fund administration, strategic projects, product development, vendor management, technology design / implementation

•People leadership experience a plus

•Series 7/66/24 required or attainable within six months of hire.