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Senior Manager - EJ Ventures

Job in San Francisco, San Francisco County, California, 94102, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below

Corporate Development & EJ Ventures Team Member

This job posting is anticipated to remain open for 30 days, from 09-Oct-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.

The Corporate Development & EJ Ventures team within our Firm Strategy division drives meaningful value creation for Edward Jones — through strategic investments, acquisitions, new business incubation and partnerships that expand what the firm is capable of delivering to clients and financial advisors. This isn't just about deploying capital. It's about solving real challenges for real people, in support of the firm's purpose and strategic objectives.

To truly drive change for clients and accelerate the business, this team goes beyond our own walls — convening entrepreneurs, investors, financial advisors and others to leverage each other's strengths and work together as one. The work is intentional, both in support of the firm's ambition and because it's the right thing to do for those we serve. In Corporate Development & EJ Ventures, your growth is shaped by the breadth of what you're asked to solve — and the caliber of the people you solve it with.

You'll collaborate across senior leadership, legal, finance and strategy teams, building expertise in strategic investments, market scanning, partnership structuring and innovation execution. We're identifying and solving client and financial advisor needs — sometimes before they know they need it. That kind of foresight takes a team that's constantly scanning for what's next, staying plugged into the external landscape and scanning for trends and disruptions that could reshape our industry.

If you're motivated by work that is measurable, high-stakes and deeply tied to the firm's future, this is where that work lives.

Key Responsibilities:

  • Sources and qualifies acquisition, investment, and partnership opportunities, guided by an explicit portfolio strategy and growth thesis, shaping the strategic rationale and defining the business case for pursuit.
  • Leads portfolio-level strategy and allocation decisions, ensuring investments are balanced across growth lanes, capital efficiency, and risk diversification while aligned to enterprise priorities.
  • Leads end-to-end deal execution, including valuation, financial modeling, deal structuring, diligence planning, and governance through decision forums.
  • Act as a key product and thought partner to both internal and external constituents by owning the end-to-end scoping and development process for any new pilot and/or commercial partnership.
  • Develops and applies pipeline evaluation frameworks and guardrails to assess ideas, opportunities, and business cases against strategic fit, return expectations, and risk appetite.
  • Coordinates cross-functional due diligence across Finance, Legal, Risk, Technology, and business leaders, integrating findings into clear recommendations and risk mitigations.
  • Develops and presents…
Position Requirements
10+ Years work experience
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