Private Banking Strategist- High Net Worth bei Edward Jones
Edward Jones · Tempe, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in Tempe
Opportunity Overview
Team Overview:
Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If so, this could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations™. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We’re creating all-new market locations to help us better reach our clients and we’d love to have you join us here.
The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
The Private Banking Strategist role offers a unique opportunity to shape and launch a new offering within a dynamic, startup-like environment. This individual will work strategically and creatively to evolve the vision for the private banking strategist role, design the framework, and bring it to life in support of Generations associates, advisors, and clients. This is a chance to make a meaningful impact and help define what banking, lending, and cash management support looks like for high-net-worth (HNW) clients at Edward Jones.
This individual must have extensive experience and deep technical knowledge of banking, lending, and cash management services to deliver guidance, influence strategic development, and ensure alignment with the firm’s holistic wealth management approach
Responsibilities include:
Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If so, this could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations™. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We’re creating all-new market locations to help us better reach our clients and we’d love to have you join us here.
The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
The Private Banking Strategist role offers a unique opportunity to shape and launch a new offering within a dynamic, startup-like environment. This individual will work strategically and creatively to evolve the vision for the private banking strategist role, design the framework, and bring it to life in support of Generations associates, advisors, and clients. This is a chance to make a meaningful impact and help define what banking, lending, and cash management support looks like for high-net-worth (HNW) clients at Edward Jones.
This individual must have extensive experience and deep technical knowledge of banking, lending, and cash management services to deliver guidance, influence strategic development, and ensure alignment with the firm’s holistic wealth management approach
Responsibilities include:
- Design and launch the private banking offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
- Serve as a subject matter expert for complex banking, lending, and cash management situations requiring deep technical knowledge.
- Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients.
- Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations.
- Act as a conduit between Edward Jones, the Banking Business Unit, and third-party providers (e.g., U.S. Bank, HNW Referral Network) to ensure timely, customized solutions aligned with firm guidance.
- Facilitate execution of banking, lending, and cash management strategies between third-party providers and HNW teams.
- Leverage financial planning tools to identify opportunities, integrate banking solutions into holistic plans, and monitor progress toward client objectives.
- Collaborate with internal stakeholders (Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
- Contribute to strategic initiatives within Wealth Management Advice & Solutions (WMAS) to advance the firm’s HNW capabilities and future product development.
- Shape client-facing guidance on complex banking strategies and provide input on new products and services to meet evolving client needs.
Position Type
Home Office
Position Schedule
Full-Time
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.
Posting Location
Arizona, Tempe, Missouri, St. Louis
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.
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.
External Flexible Work Option(s)
Hybrid
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
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
Country
United States
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Investment Products and Strategy
Position Requirements
What Experience You Need:
What Could Set You Apart:
- Bachelor's degree in Business, Finance, Accounting or other related degree required
- Series 7 and 66 required within 6 months of hire
- Insurance license required 6 months of hire
- CFP® preferred or obtained in accordance with firm policy
- 8+ years Private Banking experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing, business banking.
- 11+ years of experience in the financial services industry preferred
- Direct client service experience as a member of a HNW client-facing professional team required
- Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking, and Financial Planning offerings for HNW clients.
- Ability to interpret and apply firm advice and guidance to create tailored banking and lending solutions that integrate seamlessly into holistic financial plans.
- Deep expertise in the banking industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation.
- Ability to analyze complex client documents—such as banking and investment statements, personal financial statements, shareholder agreements, business agreements, executive compensation plans, and partnership agreements—to identify planning opportunities and recommend strategies
What Could Set You Apart:
- Advanced degree preferred
- Prior commercial lending experience preferred
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.
