Relationship Manager

We are seeking a highly motivated professional to deliver elevated, concierge‑style support for our top‑producing branch teams. The Relationship Manager will build and maintain strong, trusting relationships with branch teams and serve as a strategic and operational partner for complex initiatives.

• Consistently demonstrate an advanced level of service excellence with the ability to leverage different knowledge areas to problem‑solve, provide thorough solutions, and alternatives.
• Identify complex issues and pain points and communicate clearly and effectively to influence positive business results.
• Provide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff.
• Anticipate and recognize client and advisor needs, identify opportunities to create efficiencies and resolve requests with urgency and accuracy.
• Establish, own, and maintain a deeper relationship with top branch teams, including attending branch meetings and traveling for visits as necessary.
• Build and maintain stakeholder relationships to improve departmental effectiveness by identifying potential process changes, improvements, and enhancements, and supporting new initiatives.
• Participate in continuous learning and development through department emails, team/department meetings, and continuing education sessions for knowledge areas of interest to top branch teams.

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams).
• Bachelor’s degree in business or related field or equivalent work experience.
• 5+ years of experience in financial services, client support, private banking, or wealth management preferred.

• Series 7 and 66 licenses.
• Previous concierge or High Net Worth/Top Practice support experience.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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 401(k) retirement plan, 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.