What are the responsibilities and job description for the Senior Integration and Strategy Lead, Banking position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 05-Mar-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.
Opportunity Overview :
The Banking Integration Senior Product Manager leads the firmwide integration of the Banking strategy and roadmap. In this role, they ensure branch teams and clients have the right products, tools, and support to confidently meet clients’ saving, spending, and borrowing needs.
As a member of the Banking Portfolio Team, this individual accelerates the delivery of integrated Banking solutions by aligning business segments, product teams, and functional areas around a shared vision. They drive cohesion across client and advisor platforms to create experiences that fit naturally into daily workflows and deliver measurably better client outcomes.
Responsibility Summary:
The Banking Integration Senior Product Manager leads the firmwide integration of the Banking strategy and roadmap. In this role, they ensure branch teams and clients have the right products, tools, and support to confidently meet clients’ saving, spending, and borrowing needs.
As a member of the Banking Portfolio Team, this individual accelerates the delivery of integrated Banking solutions by aligning business segments, product teams, and functional areas around a shared vision. They drive cohesion across client and advisor platforms to create experiences that fit naturally into daily workflows and deliver measurably better client outcomes.
Responsibility Summary:
- Co‑create and drive the Banking product strategy in partnership with senior leaders, delivering a multi‑year, multi‑segment roadmap that equips branch teams and clients with the products, tools, and support needed to meet evolving needs.
- Embed Banking capabilities into advisor and client workflows to create a cohesive experience that improves financial outcomes and strengthens the overall experience.
- Lead banking integration and innovation initiatives, in partnership with cross‑functional teams, from strategy through execution, ensuring strong alignment, clear prioritization, and timely delivery.
- Maintain deep knowledge of partner products, market trends, cross-industry solutions, and regulatory dynamics to inform strategy, ensure competitive positioning, and identify opportunities for innovation and experience improvement.
- Communicate complex information with clarity and precision, delivering structured, executive‑ready materials that support decision‑making and drive alignment.
- Apply strong intellectual curiosity and critical thinking to navigate ambiguity, develop clear frameworks and points of view, and drive autonomous, strategic decision‑making aligned to firm, team, and cross‑functional priorities.
- Build trusted, collaborative relationships across matrixed teams, leveraging deep client empathy and analogous inspiration to craft innovative solutions and shape strategy.
Qualifications Required in the Job:
10 years of relevant, non-technical experience such as product strategy/development, product management, client experience strategy, or innovation
Functional Knowledge:
10 years of relevant, non-technical experience such as product strategy/development, product management, client experience strategy, or innovation
- 6 years of relevant financial services or related experience
- Bachelor's degree required with quantitative discipline preferred (finance, economics, accounting, business); Advanced Degrees or relevant industry designation(s) preferred
Functional Knowledge:
- Capability to drive independent workstreams and plan, organize, and prioritize across multiple bodies of work
- Experience as a key contributor to high-impact assignments and navigating evolving business and industry conditions
- Strong critical thinking and data driven problem-solving and decision making
- Highly collaborative with excellent written, verbal and presentation skills
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.