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Job Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Responsibility Summary:
Deliver results through leadership of associates in alignment with firm, division, area’s business planning process.
- Lead the Accounts Payable team
- Responsible for the home office Accounts Payable processes and controls environment
- Ensure systems, processes, and controls are in place and operating as intended to effectively validate, process, pay and record the firm’s financial transactions
- Proactively communicate analyses and tailored financial information in partnership with the business areas and branch teams we support
- Balance team priorities and remove any obstacles to ensure associates are focused on key activities that meet critical business needs
Shape the team’s future to ensure scalable results are delivered in alignment with the firm’s business model in an environment of continuous process improvement
- Challenge the status quo to ensure processes are optimized, efficient, or abandoned if not needed
- Leverage internal and external relationships to ensure team deliverables are in compliance with industry best practices and conforming to regulatory requirements
Cultivate a high-performing, high-energy culture to maximize your own and each associate’s contribution
- Foster an environment of development for your associates and hold them accountable to achieve their desired development goals
- Commit to a personal development plan as a role model for your team and to continually increase your own level of contribution
- Hold associates accountable and reward performance grounded in the RBM framework
- Inspire, engage, and empower individuals daily
Position Requirements:
- Bachelor’s Degree in related field. CPA or advanced degree preferred.
- Minimum 8 years relevant experience, leadership experience preferred.
- Financial services industry experience preferred.
- Broad knowledge of accounting
- Ability to manage complex financial matters or processes in their area of expertise.
- Ability to develop and establish financial policies and procedures.
- Strong written and verbal communication skills.
- Strong interpersonal skills.
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Proficient in PeopleSoft, preferred.
- Strong systems and application management skills.
- 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
- From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
- 2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
- From The Human Rights Campaign. All Rights Reserved
- 2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
- J.D. Power, 2021 – Edward Jones has ranked “highest in Employee Advisor Satisfaction among Financial Investment Firms” in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
- Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
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.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary: $76798 – $130764
Category: Headquarters
