Senior Team Leader - Mutual Fund Operations

This job posting is anticipated to remain open for 30 days, from 07-Sep-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.

The Senior Team Leader, Mutual Fund Operations is responsible for leading a highly complex, high-risk operational function supporting mutual fund trading, processing, reconciliations, and client servicing activities. This role drives operational excellence through strong people leadership, process modernization, risk management, and strategic execution.

As a key leader within Operations, the Senior Team Leader is accountable for delivering exceptional service outcomes, maintaining regulatory compliance, strengthening vendor partnerships, and advancing automation and transformation initiatives that improve scalability, efficiency, and the client experience. The role requires sound judgment, deep operational expertise, and the ability to lead through complexity in a fast-paced, deadline-driven environment.

• Lead the end-to-end performance of complex Mutual Fund Operations functions, ensuring accurate, timely, and compliant execution of daily operational activities.

• Oversee a broad portfolio of processes including trade corrections, trade rejects, PAC/SWP administration, omnibus processing, off-book account support, reconciliations, fund facts processing and delivery, and large-scale operational initiatives.

• Ensure achievement of service level objectives while balancing risk mitigation, regulatory requirements, and client experience expectations.

• Monitor operational performance metrics and implement action plans to improve productivity, quality, and service delivery.

• Provide leadership, coaching, and development for a team of up to 15 associates, fostering a culture of accountability, engagement, inclusion, and continuous improvement.

• Drive talent development through ongoing coaching, performance management, succession planning, and career development initiatives.

• Empower team members and frontline leaders to make informed decisions while maintaining appropriate controls and escalation practices.

• Lead modernization efforts by identifying operational inefficiencies, process gaps, and technology opportunities that improve workflow effectiveness and scalability.

• Champion automation, process optimization, and operational excellence initiatives that enhance control environments and improve client outcomes.

• Utilize data analytics and operational insights to support informed decision-making and drive measurable business results.

• Identify, assess, and mitigate operational, financial, regulatory, and client service risks across multiple systems,…