What are the responsibilities and job description for the Portfolio Manager position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 26-Aug-2026. 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.
Want a seat at the table where key business decisions are made? The Firm Portfolio Management Office (FPMO) partners directly with senior leadership to prioritize, coordinate, and deliver the firm's most critical initiatives. In this role, you'll influence strategic direction, connect teams across the organization, and help drive successful execution of transformational work. You'll serve as a trusted advisor, balancing business priorities, enabling informed decision-making, and helping teams focus on what matters most.
In this role, you will:
In this role, you will:
- Lead and develop a team of associates and contractors who will drive project execution, organizational change, and continuous improvement efforts.
- Manage a portfolio of strategic initiatives that support key business goals.
- Partner with senior leaders to deliver the enterprise epic that support the portfolio
- Responsible for portfolio stakeholder management
- Remove obstacles, manage risks, and keep the portfolio on track.
- Will follow lean portfolio management principles
- Use data and insights to measure success and guide decision-making.
- Communicate progress, results, and recommendations to senior leadership.
- Bachelor’s degree required
- 6 years of relevant portfolio, program, or project management experience
- Expertise in Lean Portfolio Management and agile ways of working
- Strong business acumen and strategic thinking to manage complex portfolios.
- Ability to influence senior leaders and build trust quickly across broad matrix teams
- Exceptional executive level communication skills
- Experience with enterprise project management or agile tools, plus knowledge of governance and financial processes
- 5 years of leadership and business strategy experience preferred
- PMP or Agile certifications (Lean Portfolio Management) or equivalent experience preferred.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
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.