Partner Consultation Group Team Leader na Edward Jones

Overview:
The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones (General Partners, Subordinated Limited Partners, Limited Partners, Service Partners and Joint Venture Service Partners) by providing both proactive and reactive support, guidance and education.

 As a Partnership Support Leader and key member of the area, you will be responsible for leading a team of Partner Specialists and Partner Consultants to providing world class service and support to the firm's partners.  Additionally, you will play an integral role developing and executing on strategies and tactics to evolve the services that we offer our partners.

The Partnership Support Leader will:

• Plan, direct, and lead a team of associates responsible for supporting the proactive and reactive needs of the firm's partners related to their partnership type, benefits and tax planning considerations. 
• Build, maintain, and leverage relationships to gather critical information and influence key decisions.  This involves communication and coordination both within and outside the organization.
  
• Continually evaluate and improve the financial and operational processes and controls related to each of the firm's partner types.
• Provide leadership, development, and mentoring to associates through timely coaching and feedback.
• Builds individual and associate understand of financial concepts, federal and state tax law, and SME level of knowledge of each type of partner.
• Understand the roles, responsibilities, and activities performed by organizational functions (e.g., marketing, sales, operations, finance, human resources); understand the interrelationship among organizational functions; have experience and skill in managing across functional and organizational lines.
  
• Takes constructive action at work with little or no direction from others; drives for results through new, innovative ideas or work methods.
• Use complex problem-solving and critical thinking skills to resolve situations
• Stive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.
• Create education and communication material to raise the level of understanding of each partner type.  Partnership Consultants will create and host webinars.
• Draw information from multiple sources to identify, analyze, and resolve complex needs.
• Identify trends, insights and needs of partners, proposing solutions and implementing changes.

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.

• BA/BS in related field. Certification or advanced degree preferred (focus in accounting, finance, CPA or comprehensive relative experience strongly preferred).
• 5-10 years relevant experience preferred (i.e. accounting, financial services industry, customer service, or Edward Jones experience recommended). 
• Must be able to effectively communicate with internal and external parties including associates, leaders, and business area(s).
• Fosters open communication by creating a candid and open environment.
• Displays confidence in one's ability to make decisions and perform difficult job tasks; displays self-assurance in all work relationships; communicates and appropriately defends beliefs and opinions.
• Intermediate/advanced knowledge of Microsoft Office is required.
• Understanding of PeopleSoft is a plus.
• Ability to maintain a culture of confidentiality of sensitive personal information