Manager, Mutual Fund Operations & Platform Strategy

This job posting is anticipated to remain open for 30 days, from 21-Jul-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.

This is a unique opportunity to lead a business-critical function that sits at the intersection of mutual fund operations, technology, and product innovation. As the leader of the omnibus trading platform, you will oversee and advance the mutual fund omnibus trading platform, ensuring stability, accuracy, and strong operational performance while supporting both production and test environments. The team serves as a key technical resource for the mutual fund product, providing oversight of processes and data that drive a reliable client and branch experience.

In addition, this role will help evaluate and enable new product offerings and operational processes that align with evolving industry capabilities, partnering across the firm and with external providers to ensure readiness, reduce risk, and support scalable, efficient service delivery.

In addition to core oversight responsibilities, the team plays an important role in driving process improvements across operational areas that support mutual fund activity. This includes identifying opportunities to increase efficiency, reduce risk, and enhance the quality and delivery of mutual fund data. Through this work, the team helps strengthen end-to-end processes and ensures the platform continues to meet evolving business and client needs.

• Lead overall performance of a high risk, complex team of 5+ individuals, ensuring delivery against key performance indicators, strong risk mitigation practices, and full compliance with regulatory and supervisory expectations to support consistent client and branch experience.
• Provide full people leadership, including setting clear expectations, developing talent, and driving accountability to ensure high quality, accurate outcomes in a fast-paced environment.
• Own operational risk across processes and systems, proactively identifying, assessing, and mitigating financial, client service, and control risks while strengthening end-to-end process integrity.
• Own the relationship with the sub accounting third party vendor, providing oversight, setting performance expectations, and partnering to prioritize enhancements that improve scale, system performance, operational efficiency, and overall service delivery.
• Foster constructive partnerships by influencing and positively impacting discussions as a key decision maker with various stakeholders across the firm and third party vendors.
• Interface with senior management to provide clarity and strategically influence decisions.
• Drive continuous platform improvement by leveraging technology, data, and process redesigning to improve scalability, reduce manual touchpoints, and enhance accuracy and timeliness for clients and branches through the partnership with third party provider.
• SIE and Series 7 required.
• Bachelor’s degree or equivalent experience in a related field.
• Minimum 3 years of experience leading teams in a complex operations environment with financial, regulatory, and client service risk.
• Strong leadership skills with a track record of developing talent,…