What are the responsibilities and job description for the Senior Team Leader, Trust Operations position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 18-May-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.
We are looking for a strong, people-focused leader to join our Trust Operations team. This role is a great opportunity to lead a high impact function in a matrix structure that supports the Edward Jones Trust Company and directly influences the client and branch experience. You will play a key role in delivering operational excellence, managing risk, and building a high performing team in a complex and evolving environment.
About the team:
Trust Operations provides end-to-end operational support for the Edward Jones Trust Company, including account funding, trading, statements, and account closing. The team operates as a service provider through a formal agreement with the Trust Company and partners closely with internal and external stakeholders, including SEI, Broadridge, and EJ Trading.
What will you do:
About the team:
Trust Operations provides end-to-end operational support for the Edward Jones Trust Company, including account funding, trading, statements, and account closing. The team operates as a service provider through a formal agreement with the Trust Company and partners closely with internal and external stakeholders, including SEI, Broadridge, and EJ Trading.
What will you do:
- Lead a team of associates, drive performance against key goals, service levels, and risk standards in a high volume, time sensitive environment
- Own and manage operational risk across processes, ensuring strong controls, regulatory compliance, and alignment with supervisory procedures
- Develop team capability through coaching, clear expectations, and ongoing development, while building a culture of accountability and continuous improvement
- Partner across the firm and with vendors to resolve complex issues, improve processes, and strengthen end-to-end workflows that support the client and branch experience
- Identify and implement process improvements and technology solutions to increase efficiency, scalability, and quality across Trust Operations
- Provide support and enable the scalable delivery of Trust Company HNW offerings, including Limited Custody and Alternative Investments.
- SIE and Series 7 required
- Bachelor’s degree or equivalent experience in a related field
- Minimum 3 years of experience leading teams in a complex operations environment with financial, regulatory, and client service risk
- Strong leadership skills with a track record of developing talent, driving engagement, and delivering measurable outcomes
- Demonstrated ability to improve processes, reduce risk, and enhance client and branch experience through thoughtful execution
- Experience working with cross functional partners and external vendors, including risk, compliance, technology, and third-party providers
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.