Retirement Operations Analyst, Vendor Oversight

Vendor Risk Analyst

Join the 529 & Workplace Operations team and play a critical role in supporting the growth of the Workplace segment while ensuring operational excellence for retirement accounts and vendor-supported processes. We are seeking a Vendor Risk Analyst who brings retirement account experience, strong analytical capabilities, and a passion for solving complex problems. In this role, you will support the day-to-day operations of Workplace accounts while providing oversight of external vendor performance, helping drive scalability, risk mitigation, and exceptional client outcomes.

Key Responsibilities:

• Support the day-to-day operations of Workplace accounts
• Provide oversight of external vendor performance
• Drive scalability and risk mitigation
• Ensure exceptional client outcomes

Qualifications:

• Bachelor's degree preferred
• 3+ years of experience supporting retirement accounts such as ERISA or non-ERISA plans, financial services, or a related field preferred
• Demonstrated ability to oversee vendor relationships, monitor performance, and address service-related issues
• Strong problem-solving skills with the ability to perform qualitative and quantitative analysis to determine appropriate solutions
• Ability to manage competing priorities and adapt effectively in a changing environment
• Strong written and verbal communication skills with the ability to communicate effectively across departments and with external partners
• Experience evaluating and mitigating risk related to vendors and internal processes
• Experience utilizing Microsoft Office products, including advanced Excel skills; experience with Power BI and operational reporting is preferred
• Ability to analyze, research, and make decisions on non-routine issues independently with minimal guidance

What We're Looking For:

• Someone with strong attention to detail who consistently delivers accurate and high-quality work
• An adaptable professional who thrives in evolving environments and embraces continuous improvement
• A self-starter who can navigate ambiguity and independently drive work to completion
• A collaborative partner who builds strong relationships across teams and with external vendors
• Someone passionate about improving operational processes and delivering positive outcomes for Workplace clients

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:
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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.

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.