Partner Consultation Group Team Leader

This job posting is anticipated to remain open for 30 days, from 16-Oct-2026. The posting may close early due to the volume of applicants.

Overview
The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones (General Partners, Subordinated Limited Partners, Limited Partners, Service Partners and Joint Venture Service Partners) by providing both proactive and reactive support, guidance and education.

As a Partnership Support Leader and key member of the area, you will be responsible for leading a team of Partner Specialists and Partner Consultants to providing world class service and support to the firm's partners. Additionally, you will play an integral role developing and executing on strategies and tactics to evolve the services that we offer our partners.

The Partnership Support Leader will:

• Plan, direct, and lead a team of associates responsible for supporting the proactive and reactive needs of the firm's partners related to their partnership type, benefits and tax planning considerations.
• Build, maintain, and leverage relationships to gather critical information and influence key decisions. This involves communication and coordination both within and outside the organization.
• Continually evaluate and improve the financial and operational processes and controls related to each of the firm's partner types.
• Provide leadership, development, and mentoring to associates through timely coaching and feedback.
• Builds individual and associate understand of financial concepts, federal and state tax law, and SME level of knowledge of each type of partner.
• Understand the roles, responsibilities, and activities performed by organizational functions (e.g., marketing, sales, operations, finance, human resources); understand the interrelationship among organizational functions; have experience and skill in managing across functional and organizational lines.
• Takes constructive action at work with little or no direction from others; drives for results through new, innovative ideas or work methods.
• Use complex problem-solving and critical thinking skills to resolve situations
• Strive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.
• Create education and communication material to raise the level of understanding of each partner type. Partnership Consultants will create and host webinars.
• Draw information from multiple sources to identify, analyze, and resolve complex needs.
• Identify trends, insights and needs of partners, proposing solutions and implementing changes.

Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

What you'll need:

• BA/BS in related field. Certification or advanced degree preferred (focus in accounting, finance, CPA or comprehensive relative experience strongly preferred).
• 5-10 years relevant experience preferred (i.e. accounting, financial services industry, customer service, or Edward Jones experience recommended).
• Must be able to effectively communicate with internal and external parties including associates, leaders, and business area(s).
• Fosters open communication by creating a candid and open environment.
• Displays confidence in one's ability to make decisions and perform difficult job tasks; displays self-assurance in all work relationships; communicates and appropriately defends beliefs and opinions.
• Intermediate/advanced knowledge of Microsoft Office is required.
• Understanding of People Soft is a plus.
• Ability to maintain a culture of confidentiality of sensitive personal information

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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.