Product Analyst II - Wealth Management Advice and Solutions
Edward Jones
The Managed Investments team is seeking a Product Analyst II to support product strategy, partner management, business analysis, and execution across the product lifecycle. This role works across mutual funds, ETFs, 529 plans, and donor-advised funds, leveraging data, market insights, and cross-functional collaboration to identify opportunities, enhance advisor and client outcomes, and drive strategic initiatives. The analyst will support product and partner relationships, develop actionable business recommendations, lead select initiatives, and contribute to the ongoing growth and optimization of the firm's managed investment offerings.What You'll Do:
Partner with product leaders and team members to support product strategy, development, and execution activities.
Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
Support product and partner relationships of limited to moderate complexity.
Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
Lead selected workstreams and process improvement opportunities with guidance from team leadership.
Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
Participate in division, firm, and industry initiatives as needed.