Retirement Operations Analyst, Vendor Oversight
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance -
Business
Financial Analyst, Data Analyst, Financial Compliance
This job posting is anticipated to remain open for 30 days, from 05-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 500¹ 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.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
- 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.
- 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:
Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades:
Insights & Information Blog Postings about Edward Jones
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…
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