Generations Client Concierge Team Leader

Position: Edward Jones Generations Client Concierge Team Leader
This job posting is anticipated to remain open for 30 days, from 02-Jan-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.

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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients, and we need your help launching this new offering and brand, Edward Jones Generations. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do.

We're creating all-new market locations to help us better reach our clients, and we'd love to have you join us here.

The Edward Jones Client Concierge support the Generations team who provide an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

This role leads a team of Client Concierge Specialists (CCS) that have a critical role in helping serve our high-net-worth clients. The Client Concierge Specialists work in collaboration with the Generations team and branch teams, overseeing workflows and tasks across all project planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams.

We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. The team leader is expected to support running the service and operations aspects of our day-to-day business, including creating and ensuring alignment to all written supervisory (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients.

The team leader is also expected to hold the team accountable for exceeding business results.

Responsibilities:

* Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives
• Partner with Generations senior leaders to design and set key service and operational metrics for Generations team.

* Develop and maintain strong relationships with branch teams and key stakeholders across the firm; work directly through these relationships to support the delivery of the Generations experience.

* Conduct periodic reviews of Generations service and operational delivery support and formulate recommendations and strategies to address branch, client, and generations team feedback

* Use extensive experience, research, and seasoned judgment to plan, make decisions, and accomplish goals. Set standards of performance to ensure role accountability.

* Monitor, track, and communicate progress through Generations project plans. Create clear plans to ensure that work is completed efficiently, error free, and on time.

* Lead service and operational issues and risk identification and develop sustainable long-term solutions to improve the delivery of the overall Generations experience.

* Identify, recommend, and prioritize solutions for Generations to enhance processes and/or systems to benefit branches and clients to deliver an elevated HNW client experience.

* Partner with EJG Team leaders and other key stakeholders to design solutions to oversee the coordination of deliverables and outcomes across each phase of the Generations financial planning process, serving in the capacity of task identification, task tracking, and ownership of the project plan through completion while multitasking firm and team risk.

* Partner with Generations Senior leaders and key stakeholders…