What are the responsibilities and job description for the Multi-Asset Senior Portfolio Manager, Model Team position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 16-Dec-2025. 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.
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.
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.
Opportunity Overview:
The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals.
From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds.
The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals.
From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds.
- PST is seeking a Portfolio Manager to join our team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.
- PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team.
- The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax-sensitive, UMA, and personalized platforms.
- The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund.
- This position will specifically support Model Teams within PST.
- The Edward Jones Advisory Fund and UMA Models
- The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi-sub-adviser mutual funds with over $200 billion in assets (18th largest mutual fund complex).
Qualifications Required in the Job:
- Finance or Economics Bachelor's degree and/or MBA preferred
- CFA or actively pursuing CFA designation in accordance with firm policy
- Series 7 and Series 66 required or attainable in accordance with firm policy
- 5 years' experience in investment analysis, portfolio management and/or extensive industry experience preferred
- Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management
- Solid knowledge of various types of investments, asset classes, and markets
- Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles)
- Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset
- Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems
- Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards)
- Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
- Ability to collaborate and work effectively in a team-based environment
At 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 Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
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.