Chief of Staff - Wealth Management and Field Management

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.Job OverviewPosition Schedule: Full-TimeThis job posting is anticipated to remain open for 30 days, from 12-Sep-2025. The posting may close early due to the volume of applicants.The Chief of Staff for Wealth Management & Field Management supports some the firm's most senior leaders and their team in helping drive the day-to-day management and operations of the firm's largest teams across Wealth Management, Market Management and Practice Management - and helping inspire action and growth across Edward Jones 45,000 FAs and Client Support Team Members.The Chief of Staff will be responsible for developing, implementing and evolving critical business initiatives and leading accountability processes for a broad range of ongoing work. The role will engage in a wide range of activities including strategic planning, operational performance, communications, team administration, event management, executive service and response management, and other high-impact, cross-functional, collaborative work efforts. Strong judgment, impeccable trust and discretion, decisive decision making, informed prioritization and task juggling, and multi-channel communication skills are essential, as is willingness to drive ambitious timelines and occasionally intense deadline management. The Chief of Staff needs to be curious, humble, hungry for growth and prepared to hustle with heart to enable others to be successful and ensure the success of the team. The individual must be willing to build networks, coalitions and partnerships given the wide breadth of responsibilities - both with internal and external stakeholders. The role builds and leverages networks and working relationships to help connect strategic initiatives and prioritize the most critical areas of focus for the firm, progress work and influence execution that drives business outcomes. The individual must be flexible and able to operate in a dynamic environment. S/he has ownership and accountability to support not only the Head of Wealth Management & Field Management but also the relevant governing bodies in the business, where we will count on the leader to drive greater effectiveness, efficiency, agility and speed. This role is intended to be an excellent developmental opportunity for high potential talent that are strong contributors and highly effective leaders who demonstrate empathy, self-awareness, sound judgment, superior communication skills and ability to influence without formal empowerment across the organization. This role will directly support the Head of Wealth Management & Field Management and enable the leadership team and the division to operate with greater efficiency, effectiveness, agility and speed, thereby enhancing their overall impact to the firm.Translate and link firm needs to Wealth Management & Field Management capabilities and potential solutions.Define and research new ideas and business opportunities.Provide decision support through data gathering, analyzing, and presenting considerations to relevant stakeholders.Draft communications and plan communications calendar for the division leader as well as the leadership team and division.Provide guidance, direction, decisions and solutions on behalf of the head of the division to move work forward with the appropriate input from others.Partner with others to resolve non-critical/non-complex topics directly and prioritize capacity and availability of the head of the division. Develop and maintain systems and processes to ensure accountability and timely deliverablesEnsure work is delegated to and fully empowered with the right stakeholders via effective communication channelsWork across the organization to understand operational trends through metric analysis. Escalate critical needs and facilitate the development of recommendations to resolve issues. Ensure enterprise leader has visibility into trends and actions. Partner with others to design and implement processes and protocols that maximize the impact of the senior leader internally and externally to the organization. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $140400Hiring Maximum: $239100Read More About Job OverviewSkills/RequirementsKnowledge and Skills: • Demonstrated ability to solve complex problems with a high degree of autonomy• Strong leadership, systems-thinking and influencing skills• Empathetic leader with high EQ to collaborate and influence across the firm• Ability to facilitate senior leader planning and strategy discussions, clarify understanding and translate into key actions• Critical thinking and problem-solving with ability to synthesize and communicate complex information• Highly organized with attention to detail, balanced with ability to see broad picture and identify path forward• Strong process and project management skills with proven ability to execute• Proven success in leading/sponsoring large initiatives or projects• Excellent written and verbal communication skills• Flexible and able to operate effectively in an ambiguous environment and work well under pressure• Growth mindset, continuously seeking ways to improve contribution and impactEducation and Experience:• Bachelor's Degree required• 7-10 years professional experience with at least three years in leadership Preferred Qualifications:• Advanced Degree (Masters or MBA)• Strong writing skills• Consultative experience with a focus on operations management• Strong project management skills**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO

Created: 2025-09-13