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Director, Sustainable Investing

Location: Jefferson City
Posted on: November 19, 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.In recent years, socially conscious investors are increasingly seeking to align their portfolios with their purpose and world views. Known as Sustainable Investing, this method allows investors to improve investment decisions, encourage better corporate behavior, and/or make a positive environmental or social impact. While not a new concept, Sustainable Investing has become one of the top strategic themes in the wealth and asset management industries, while at the same time aligning with the purpose, value promise, and enterprise strategic objectives here at Edward Jones.

As the Director Sustainable Investing Senior, you will help elevate and accelerate Edward Jones' sustainable investing advice and thought leadership ultimately increasing the profile and brand position to clients, branch teams, and internal stakeholders. In this role you will leverage a strong understanding of evolving industry dynamics and client expectations to help support Edward Jones' Sustainable Investing capabilities and integrating advice and thought leadership into products and services.

Key responsibilities will include the following and will evolve over time:

  • Review, advance, and lead our Sustainable Investing strategy
  • Strategically execute on key initiatives with key stakeholders
  • Create advice and education and a research agenda on key themes and topics
  • Lead team members who support Sustainable Investing strategy
  • Integrate environmental, social, and governance (ESG) considerations into investment process by working with key stakeholders in investment management and research including securities research, portfolio construction, manager research, investment risk, and asset allocation
  • Develop thought leadership that is shared both internally and externally
  • Help clients, branch teams, and the industry better understand Edawrd Jones' Sustainable Investing capabilities, thought leadership, and advice through digital and verbal communications, white papers, and attending and presenting at industry events
  • Work with product teams to ensure the Sustainable Investing product shelf meets the evolving needs of clients and branch teams
  • Develop a coordinated approach to measurement and reporting of key success measures
  • Manage data and third-party research capabilities related to Sustainable Investing
  • Serve as an expert of industry regulations and policy decisions and keep key stakeholders across Edward jones abreast of material developments influencing sustainable investments
  • Serve as a key member of the firm's Sustainability Committee responsible for driving the firm's sustainability strategy across all functions in order to operationalize our purpose, create positive impact, and meet the needs of stakeholders
    Bachelor's degree in Finance, Economics, Public Policy or other related disciplines10+ years of experience in an investment management and/or ESG/Sustainable Investing experienceDeep understanding and experience in ESG/Sustainable investing and policy landscapeStrong communication and presentation skills with experience in Sustainable Investing-related speaking engagements (media, conferences etc.)Understanding of the wealth management client base and comfort with investment products across asset classesDemonstrated success in leading cross functional groups with ability to drive projects to completion through consensus of key stakeholdersSeries 7/66 required or attainable within six months of hireCFA, CFP, CSRIC, MBA or other investment or Sustainable Investing designations is a plus
    • 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: $153959 - $262147
        Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Director, Sustainable Investing, Executive , Jefferson City, Missouri

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