Multi-Asset Senior Portfolio Manager, Model Team

This job posting is anticipated to remain open for 30 days, from 16-Dec-2025. The posting may close early due to the volume of applicants.

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.

The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals. From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm‑wide.

Working in this collaborative and fast‑paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever‑evolving landscape.

Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non‑discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds.

• PST is seeking a Portfolio Manager to join our team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best‑in‑class portfolio management and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.
• PST includes the Core/Core Plus Retirement and UMA/Tax‑Sensitive Model Teams, as well as a Proprietary Funds Team.
  • The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax‑sensitive, UMA, and personalized platforms.
  • The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund.
  • This position will specifically support Model Teams within PST.
• The Edward Jones Advisory Fund and UMA Models amount to over $400 billion dollars and growing.
• The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi‑sub‑advisor mutual funds with over $200 billion in assets (18th largest mutual fund complex).

• Finance or Economics Bachelor's degree and/or MBA preferred
• CFA or actively pursuing CFA designation in accordance with firm policy
• Series 7 and Series 66 required or attainable in accordance with firm policy
• 5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred
• Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management
• Solid knowledge of various types of investments, asset classes, and markets
• Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles)
• Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset
• Strong analytical and…