Private Wealth Solutions Specialist
Edward Jones
Team Overview:Join the Edward Jones Generations® team and help shape the future of the platforms, ecosystems, and investment management for high net worth clients and the advisors who serve them. In this strategic role, you’ll bring together deep wealth management expertise, technology and data fluency, and enterprise leadership to define future-state capabilities, solve complex challenges, and turn an ambitious vision into an actionable roadmap.
What You Will Do:
- Partner with Generations® leaders and teams to define, enhance, and evolve the firm's capabilities, platforms, and operating model supporting the high net worth client experience.
- Evaluate current and future-state capabilities, processes, and infrastructure to identify opportunities that better align with business operations, advisor needs, client expectations, and strategic objectives.
- Lead the identification, prioritization, and development of business capabilities required to support Generations® initiatives, long-term growth strategies, and investment roadmaps.
- Develop business cases and strategic recommendations that inform investment decisions, capability roadmaps, and initiative prioritization.
- Collaborate with stakeholders and cross-functional teams, including Digital, Service, Field Supervision, Compliance, Legal, and Operations, throughout the full initiative lifecycle to identify challenges, design solutions, coordinate delivery, drive adoption, and enable continuous improvement.
- Serve as a trusted advisor and deep subject matter expert, influencing outcomes and driving alignment across stakeholders to advance capabilities, experiences, and operating model enhancements that support high net worth clients.
- Monitor industry trends, competitive developments, emerging wealth management capabilities, and regulatory changes; assess implications for the firm's Private Wealth strategy and recommend enhancements that strengthen advisor and client outcomes.
- Achieve results with and through others; serve as a mentor to others within Generations®.