What are the responsibilities and job description for the Team Ldr, TECH - Client Document Experience position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 31-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.
Edward Jones is looking for a team leader to help support innovation in the Client Document Experience product space. This person will have the dual responsibilities of product delivery management over multiple durable product delivery teams focused on client document applications and people leadership for the software development engineers within those teams.
In the product delivery management portion of the role, this leader will be responsible for:
- Continual strategy setting and evaluation of delivery team structure in alignment with firm need
- Demonstrated ability to build strong partnerships and relationships with Products, QE, UX, and Enterprise Architecture
- Removing obstacles and coordinating resources to continually increase team throughput, predictability, and quality
- Reducing cycle times and improving usability scores by driving improvement of all things related to software delivery for teams in their remit
- Working across technology shared services teams to remove impediments and obstacles for improvement of product delivery and cycle time
- Contribution and maintenance of a product technology roadmap and backlog and the application of architectural standards in the team’s deliverables
- Develop and execute on-going improvements for processes related to the team
- Deep understanding of the product team’s systems, processes, priorities, and technologies while representing these aspects to all levels of Technology leadership
- Guide teams to do their work in a way that minimizes key-person dependencies and knowledge silos
- Representation to ensure firm and division processes are followed and risk is reduced by the product team (e.g. compliance change management, information security, etc.)
- Ability to hold teams accountable for setting and achieving delivery commitments.
In the people leadership portion of this role, this leader will be responsible for:
- Coaching and mentoring of each team member through observation and timely feedback
- Contractor oversight as needed to ensure efficient use of firm resources
- Identification of key team positions and develop ready-now successors
- Develop and execute on-going improvements for processes related to the team (e.g. resource management and support processes).
- Establish and maintain effective communications and relationships across teams, departments, vendors, and other divisions
- Must be able to establish and maintain effective relationships with vendors while aligning to the firm's objectives
- Bachelor’s degree preferred or related work experience.
- Minimum of 5 years of experience directly related to Information Systems Technology with at least 1 year in a leadership role preferred. (mentoring associates, lead analyst, project leaders, etc.).
- Exposure to agile and product management practices.
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.