Data Advisor II

This job posting is anticipated to remain open for 30 days, from 29-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.

The Product Master File department is looking for a Data Advisor to serve as a subject matter expert in security reference data and pricing operations. This role has broad responsibility for owning critical business processes, ensuring data quality and integrity, coordinating workflow execution, and supporting strategic initiatives across the department and firm.

The position requires a deep understanding of securities data, operational workflows, system interdependencies, and downstream business impacts. The associate is expected to independently analyze complex issues, make informed decisions, identify risks, and partner with stakeholders across the firm to drive solutions.

In addition to processing responsibilities, this role functions as a data owner within assigned areas of responsibility by establishing expertise, influencing outcomes, identifying improvement opportunities, and helping ensure the accuracy and reliability of critical data utilized throughout the firm.

• Own and execute designated security reference data and pricing processes, ensuring accuracy, completeness, timeliness, and adherence to established controls.
• Coordinate workflow execution, balance priorities, and provide mentoring and guidance to associates within the department.
• Develop deep expertise in PMF functions and understand the upstream and downstream impacts of security data across firm platforms, operational processes, and client‑facing applications.
• Actively participate in and lead departmental and cross‑functional projects supporting operational transformation and modernization efforts.
• Monitor, analyze, and resolve complex security data, pricing, and processing exceptions while identifying root causes and opportunities for risk mitigation.
• Partner with business, technology, and vendor teams to support strategic initiatives, testing efforts, production implementations, and issue resolution.
• Serve as a subject matter expert for security reference and pricing data and provide guidance to stakeholders regarding business rules, data standards, and operational processes.

• A Bachelor's degree or relevant work experience is preferred.
• 4+ years of experience in a financial services environment (or equivalent) required.
• Knowledge of complex systems and system interdependencies within Operations.
• Industry knowledge and skills as it relates to products, services, and processes.
• Experience with SQL, database querying tools, data analysis, or reporting tools preferred.
• Experience leveraging Microsoft Power Platform tools, including Power BI and Power Automate, to deliver…