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    Senior Team Leader, Operations - Olympia, United States - Edward Jones

    Edward Jones
    Edward Jones Olympia, United States

    4 weeks ago

    Edward Jones background
    Description

    You could say were at the center of the center.

    Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do.

    And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future

    in the here and now.

    Skills/Requirements
    In the Operations Trading Capability, we provide clients, branch teams, and associates accurate, timely, and intuitive trading experiences through:

    • Diverse, skilled, and engaged associates and leaders who embrace continuous learning adaptability, and open idea sharing
    • Demonstrating partnership with each other, users, and other key stakeholders
    One Edward Jones

    • Scalable, controlled, and compliant processes and systems

    The Trade OPS Team is responsible for all the billing, clearance and settlement of trades, including such things as fails, stock borrows and loans, trade blotters and pledging securities.

    There are many rules and regulations to ensure we remain in compliance. This is a fast-paced environment where you can influence the future of our work.

    Key Responsibilities:

    • Responsible for overall performance of a high risk, complex team, including establishing and achieving key performance indicators, key goals and objectives, risk mitigation, and compliance with supervisory procedures and regulations.
    • Full management responsibility for a diverse team of as many as 15 associates.
    • Must have an understanding of the team and department functions, processes, and/or systems supported by the team and department, within 6 months of hire, and be an expert on the teams systems, processes, and/or functions within 12 months of hire.
    • Must be knowledgeable of and responsible for the development and performance of key systems in US. Must utilize technology and tools available to identify and implement solutions and create process efficiencies for the team and/or department in a high-volume, deadline-driven environment.
    • This team has the highest levels of risk and complexity. Risk includes financial, client service, and process/control. Complexity includes processes, systems, products, and regulations.
    • Must anticipate, analyze, recommend, and implement solutions regarding team processes, systems, regulations, resource allocation, and controls not guided by policies or procedures.
    • Responsible for working with other areas in the firm, vendors, and auditors.
    • Decisions are complex, non-routine and require the exercise of judgment that represent an assumption of business risk. Decisions and recommendations often have significant impact to the firm and our clients and may require review by the Department Leader.
    • Poor decisions could result in significant financial, tax, legal, regulatory and client service risk.

    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.


    to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

    The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:


    Hiring Minimum:
    $76,798


    Hiring Maximum:
    $130,764


    Skills/Requirements

    At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions.

    To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

    In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.

    Headquarters associates in St. Louis, Tempe and Mississauga...

    At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions.

    To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

    In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.

    Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
    It is gratifying to see clients satisfaction as a result of something behind the scenes

    such as improved technology offerings

    which helps make their experience the best it can be.

    Nicholas Wright

    Senior Project Coordinator

    St. Louis

    Our branch teams

    including our BOAs

    play a critical role in getting to know and truly understand each client.

    Penny Pennington

    Managing Partner


    Meet Lance Taylor

    Since joining Edward Jones I have been afforded consistent and various opportunities to grow and develop my leadership skills and build a strong network.

    Leaders across the firm are willing to devote time to building a strong core of leadership-focused associates at all levels, both in and outside their area.


    Meet Vaishali Deshmukh
    I started my career at Edward Jones 21 years ago as an entry-level programmer analyst in Information Systems.

    Over the years, with my hard work and thirst for knowledge along with the training and coaching from my colleagues, leaders and mentors, I have achieved the position of a team leader.

    With their continued support and guidance, I hope to progress on this upward path, to continue to learn and become a role model for the new generations of entry-level programmers coming to Edward Jones.


    Meet Renee Sarakas

    Since the moment I decided I wanted to be a leader, I have had so much support and guidance from my leaders and individuals across the firm.

    I was fortunate enough to be a part of the Leadership Development Associate program and gained a lot of insight from the mentors and peers that I worked with.

    Additionally, I have always had a leader that has challenged me with opportunities, and I have sought out feedback to help myself grow.

    Ive continued to have support as I moved into each next role


    and I use my peers and leaders to help me identify ways to keep expanding my contributions and developing within the role that Im in.


    Nanette Fahrenbruch

    Whats invaluable to me about my career at Edward Jones is Im seen as a whole person and everyone here wants to help me be better.

    When I improve upon who I am as a leader, I improve upon my opportunity to make a greater impact.

    Edward Jones helps me develop and when I do, I become a better human being

    better at serving my clients and my community and better at parenting my children. We arent asked to forget part of who we are when we come to work. We get to live our purpose every day, all the time, to make a difference.

    Its like professional development in the worlds largest sandbox.
    Training, continuing education and mentoring

    thats only the beginning. Our headquarter campuses offer thousands of roles

    and as many opportunities

    for you to try new skills, get involved on different projects and step up as a leader. Youre in charge of your professional development. We just provide the opportunities.
    **Extra compensation when you need it most

    with no ceiling on how mu

    #J-18808-Ljbffr
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