Associate Product Manager - Wealth Management Advice and Solutions
Listed on 2026-10-05
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Finance & Banking
Financial Analyst
This job posting is anticipated to remain open for 30 days, from 24-Sep-2026. 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 500 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.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
This role bridges analytical execution and product ownership responsibilities, using data, market insights, and stakeholder feedback to drive decision‑making and continuous product improvement.
What You Will Do
- Collaborate with Product Managers and leadership to develop, execute, and enhance product strategies aligned with firm priorities and client needs.
- Gather, analyze, and synthesize data, business insights, market trends, and stakeholder feedback to identify opportunities, risks, and recommendations.
- Support the management of product and partner relationships of moderate size and complexity.
- Help evaluate product performance, competitive positioning, advisor adoption, and client impact to inform product decisions.
- Maintain assigned product portfolios and contribute recommendations related to product enhancements, launches, lifecycle management, and partner changes.
- Assist in the development and execution of business plans that align with the firm’s strategic direction.
- Partner with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support product initiatives and resolve issues.
- Ensure product communications, educational materials, and partner support resources are accurate, effective, aligned with firm messaging, and compliant.
- Serve as a developing subject matter expert for assigned product areas and maintain knowledge of product features, benefits, pricing, industry trends, and regulatory developments.
- Lead selected initiatives and process improvement efforts with limited guidance while contributing to broader divisional and cross‑functional projects.
- Support risk identification and mitigation efforts to maintain product quality, client outcomes, and business continuity.
- Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields)
- Series 7 and Series 66 required (or ability to obtain within 12 months of hire)
- Interest in relevant industry designations such as CFP, CFA, CIMA, ChFC or similar credentials is a plus.
- 3+ years of relevant financial services, investment, product management, product strategy, business analysis, or…
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