What are the responsibilities and job description for the Relationship Manager position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 07-Jan-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.
• Act as the service relationship manager for multiple product partners or vendors tosupport appropriate products, services and tools for branches; and to execute joint business strategies with Client Solutions Group and Operations to meet client needs.
• Conduct periodic reviews of product partner service and operational support and address feedback with product partners; ensure product partners service levels and key operational metrics are being met. Maintain working relationship with Relationship, Operational and Service Managers for each product partner and work directly through
these relationships to support our branches.
• Gather and analyze information and provide recommendations to address and resolve complex Financial Advisor and/or client questions/issues.
• Provide counsel and training to Financial Advisors and branch teams on advanced client scenarios and solutions, suitability guidance, and marketing strategies.
• Coordinate with other departments and divisions on product launches and changes, travel, operational/service meetings and training for the firm.
• Identify, analyze and recommend solutions for contact drivers, process and/or systems to drive greater department efficiency and effectiveness.
• Identify and recommend solutions for product partners to enhance process and/or systems to benefit branch and client needs.
• Provide support for new firm technology initiatives to drive innovation around product partner support.
• Collaborate with the products areas to ensure alignment of product partner, client, and branch-facing messages.
• The position requires extensive breadth and depth of the products we offer, systems, processes, and guidelines across divisions and multiple departments. Daily interaction with Product Partners, Client Solutions Group, Field Supervision, Compliance, Legal, Operations, and Product Review.
• Assists in the development and delivery of training materials for suitability guidance and marketing strategies to branch teams and associates in the area.
• Serve as mentor/trainer in the development of new Service Relationship Managers or similar level associates in the area.
• Conduct periodic reviews of product partner service and operational support and address feedback with product partners; ensure product partners service levels and key operational metrics are being met. Maintain working relationship with Relationship, Operational and Service Managers for each product partner and work directly through
these relationships to support our branches.
• Gather and analyze information and provide recommendations to address and resolve complex Financial Advisor and/or client questions/issues.
• Provide counsel and training to Financial Advisors and branch teams on advanced client scenarios and solutions, suitability guidance, and marketing strategies.
• Coordinate with other departments and divisions on product launches and changes, travel, operational/service meetings and training for the firm.
• Identify, analyze and recommend solutions for contact drivers, process and/or systems to drive greater department efficiency and effectiveness.
• Identify and recommend solutions for product partners to enhance process and/or systems to benefit branch and client needs.
• Provide support for new firm technology initiatives to drive innovation around product partner support.
• Collaborate with the products areas to ensure alignment of product partner, client, and branch-facing messages.
• The position requires extensive breadth and depth of the products we offer, systems, processes, and guidelines across divisions and multiple departments. Daily interaction with Product Partners, Client Solutions Group, Field Supervision, Compliance, Legal, Operations, and Product Review.
• Assists in the development and delivery of training materials for suitability guidance and marketing strategies to branch teams and associates in the area.
• Serve as mentor/trainer in the development of new Service Relationship Managers or similar level associates in the area.
• Minimum 4 years of operations or service experience with applicable products internally and/or externally required.
• Technical product knowledge required in Employer Sponsored Retirement Plans.
• Ability to apply product and technical knowledge to client situations.
• Ability to explain concepts in an understandable and actionable manner.
• Cross-functional knowledge of service, processes and systems.
• Must have excellent verbal and written communication skills.
• Must have ability to handle multiple tasks in a fast paced high volume environment.
• Must have ability to understand client needs and the ability to seek out solutions.
• Must have strong analytical skills.
• The position requires extensive breadth and depth of the products we offer, systems, processes, and procedural guidelines across divisions and multiple departments.
• Knowledge of industry trends and ability to apply.
Preferred:
• Previous relationship manager or case manager experience preferred.
• Bachelor’s degree preferred.
• Product specific licenses preferred.
• Series 7 and 66 licenses preferred.
• Industry certificates and designations preferred
Candidates that live within a commutable distance from our Tempe, AZ or St Louis, MO home office locations are expected to work within the office 3 days per week, with the preference for Tuesday, Wednesday, and Thursday. Starting on 6/1/25 the hybrid arrangement will switch to 4 days in office, 1 day at home.
• Technical product knowledge required in Employer Sponsored Retirement Plans.
• Ability to apply product and technical knowledge to client situations.
• Ability to explain concepts in an understandable and actionable manner.
• Cross-functional knowledge of service, processes and systems.
• Must have excellent verbal and written communication skills.
• Must have ability to handle multiple tasks in a fast paced high volume environment.
• Must have ability to understand client needs and the ability to seek out solutions.
• Must have strong analytical skills.
• The position requires extensive breadth and depth of the products we offer, systems, processes, and procedural guidelines across divisions and multiple departments.
• Knowledge of industry trends and ability to apply.
Preferred:
• Previous relationship manager or case manager experience preferred.
• Bachelor’s degree preferred.
• Product specific licenses preferred.
• Series 7 and 66 licenses preferred.
• Industry certificates and designations preferred
Candidates that live within a commutable distance from our Tempe, AZ or St Louis, MO home office locations are expected to work within the office 3 days per week, with the preference for Tuesday, Wednesday, and Thursday. Starting on 6/1/25 the hybrid arrangement will switch to 4 days in office, 1 day at home.
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.