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Professional Designation Specialist

Company: Careerbuilder-US
Location: Jefferson City
Posted on: January 15, 2023

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
  • 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 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. 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 - $109459Category: Headquarters

Keywords: Careerbuilder-US, Jefferson City , Professional Designation Specialist, Other , Jefferson City, Missouri

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