Product Manager, Alternative Investments

Team Overview

The Alternative Investments team within Edward Jones’ Wealth Management Advice and Solutions (WMAS) division is expanding to meet growing client demand and increased firm focus on private market solutions. This highly visible team supports advisors serving high‑net‑worth clients by building and maintaining access to alternative investment offerings, including private equity, private credit, and private real estate. Joining this team offers the opportunity to work on complex, evolving products while helping shape the firm’s long‑term alternatives platform.

In this role, you’ll support the development and execution of Edward Jones’ Alternative Investments (Alts) product strategy. Day to day, you’ll partner with internal stakeholders and external asset managers to ensure alternative investment offerings are well‑supported, compliant, and aligned with firm guidance. Your work will focus on product execution, partner management, and delivering high‑quality tools and materials to support advisors and their clients.

• Support the development and management of Alternative Investment products and solutions aligned with firm advice and guidance
• Assist with onboarding and ongoing management of Alts products and product partners
• Maintain assigned Alts product portfolios, including influencing recommendations to add, remove, or modify products or partners
• Help shape and execute business plans aligned with firm strategy and senior‑level priorities
• Ensure product literature and wholesaling materials are current, compliant, and aligned with firm messaging
• Resolve moderately complex product or partner issues as escalated
• Interface directly with asset managers and product partner contacts
• Serve as a subject matter resource for assigned Alts products, including features, pricing, and market positioning

• Bachelor’s degree in business, finance, economics, accounting, or a related field
• Series 7 and Series 66 licenses required within 12 months of hire
• 5+ years of relevant experience in financial services, with preference for analytical or product‑related roles
• Prior experience with Alternative Investment products (e.g., private equity, private credit, private real estate) preferred
• Working knowledge of the brokerage or wealth management industry
• Experience managing or supporting investment products, platforms, or vendor relationships
• Demonstrated quantitative, analytical, and problem‑solving capabilities
• Progress toward or completion of advanced industry designations (e.g., CFA, CFP, CAIA) preferred

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 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.