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Professional Designations Specialist

Location: Wheaton
Posted on: November 23, 2022

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.The Professional Designations Specialist is responsible for execution and support of the firm's Professional Designations strategy. This strategy is focused on building acumen and furthering professional development through designations. The Specialist will partner with business leaders and associates throughout the firm to ensure Professional Designations continue to evolve to meet the needs of our branch teams and clients. The Specialist will lead and support moderate to large scale bodies of work which may include the launch of new designations, support of existing designations, implementation of additional pathways and motivation drivers, and enrollment initiatives resulting in an exceptional experience for branch teams and clients.

Key Responsibilities:

  • Providing expertise on all aspects of Professional Designations, including offering individual consultative support for branch associates, conducting large-scale presentations, and acting as a point of contact for home office stakeholders
  • Leading and supporting moderate to large scope bodies of work within Professional Designations, at times spanning multiple areas, divisions, and outside vendors
  • ---Identifying, recommending, implementing, and maintaining solutions that support Professional Designations processes and strategies
  • Partnering and collaborating with stakeholders and vendors to deliver the right results and ensure successful execution of Professional Designations initiatives
  • Ensuring scope, timeline, and quality objectives are met while identifying and overcoming obstacles related to the implementation of strategiesPosition Requirements:
    • Series 7, 66 required
    • Bachelor's degree required
    • Existing knowledge of Professional Designations preferred, but not required
    • 3+ years of experience leading and/or supporting projects with a high level of complexity
    • Demonstrated ability to champion innovation and change
    • Strong written and verbal communication skills with home office and field audiences, including senior leaders, with the ability to conduct engaging presentations
    • Strong planning, organizing, and time management skills to work on multiple tasks, juggle priorities, and track program performance
    • Agility to work independently, learn quickly, and apply learnings from previous experiences
    • 3+ years of adult learning experience or knowledge is preferred
    • 3+ years of financial services industry or position-related experience preferred
      • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
        • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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. 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: $66379 - $109459
          Category: Headquarters

Keywords: EDWARD JONES, Wheaton , Professional Designations Specialist, Other , Wheaton, Illinois

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