Advisory Trading Operations Specialist

Job Overview

This role is part of the Advisory Trading Oversight team and is responsible for trading controls and exception oversight for the firm's fee‑based investment programs. The primary team functions support the firm's systematic trading for our managed accounts, including rebalancing, client‑initiated allocation and model changes, trade completeness and controls, ineligible assets trading, and tax loss harvesting enrollment and oversight. If you enjoy a fast‑paced environment and solving complex operational exceptions, this is an exciting opportunity to make a meaningful impact.

• Develop deep subject‑matter expertise in the team’s core and critical functions, including a clear understanding of both the “why” and the “how” behind the work, as well as the upstream and downstream impacts on key stakeholders.
• Work must be completed timely and accurately and in consideration of the impact on the financial advisor, client, department, division, and firm.
• Review and analyze exception and control reports using sound judgment, accurately identifying required actions or issues, leveraging resources effectively, escalating when appropriate, and resolving situations with confidence.
• Proactively identify opportunities to improve processes, streamline or eliminate unnecessary work, and reduce risk, and take initiative to help implement meaningful solutions.
• Communicate and collaborate effectively with team members, home office leaders, financial advisor/branch teams, and cross‑functional partners to resolve issues, support escalations, answer questions, build strong working relationships, and carry out responsibilities successfully.

This role requires a start time of 7am CT due to pre‑market work that must be completed.

• Bachelor’s degree or relevant work experience is preferred.
• 4+ years of experience in a financial services environment (or equivalent) required.
• Sound decision making/critical thinking skills.
• Excellent communication and collaboration skills.
• Strong time management and organizational skills.
• High level of learning agility.
• Experience working in Excel and utilizing macros and formulas.

• Previous experience with Advisory programs.
• Experience in Fee Based Trading.
• Series 7 license.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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 401(k) 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 ().

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.