Relationship Manager - Operations

This job posting is anticipated to remain open for 30 days, from 26-Aug-2026. The posting may close early due to the volume of applicants.

• The Operational Relationship Manager (ORM) owns and manages end-to-end operational relationships with external carriers. This role ensures seamless delivery of products and services by coordinating across Operations, Service, Product, Digital, Compliance, and external partners. The ORM is responsible for driving issue resolution, communication alignment, onboarding execution, and continuous improvement while maintaining a consistent and high-quality experience for clients and branches.
• Own and manage carrier relationships, serving as the primary operational point of contact and influencing alignment with firm priorities.
• Lead communication and coordination across internal teams and external partners to ensure consistent and effective messaging.
• Manage escalations by triaging complex issues, determining root cause, and driving resolution across systems, processes, and partners.
• Support carrier onboarding and testing by ensuring operational readiness and alignment between business and technology teams.
• Monitor performance and identify opportunities to improve processes, enhance client experience, and optimize operations.
• Drive cross-functional alignment and governance by clarifying roles, responsibilities, and workflows.
• Contribute to strategic initiatives and innovation across technology, product integration, and service delivery.

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.

Key Skillsets Required:

• Strong escalation management and root cause analysis capabilities.

• Ability to coordinate across multiple teams and manage complex workflows end-to-end.

• Effective relationship management and the ability to influence without direct authority.

• Critical thinking and sound judgment in ambiguous or high-pressure situations.

• Clear and concise communication, including executive-level updates.

• Operational leadership with strong ownership, accountability, and decision-making skills.

• Understanding of insurance and annuity products, operational systems, regulatory guidelines, and industry trends.

Key Attributes for Success

• Proactive and solution-oriented mindset.

• Resilience and ability to manage high volume and complexity.

• Strong attention to detail and commitment to accuracy.

• Adaptability in a rapidly evolving operational and technical environment.

What Experience You Will Need:

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams)
• Data Reporting and Analytics
• Bachelor’s degree in business or related field or equivalent work experience.
• 5+ years of experience in financial services – Insurance Product knowledge preferred

What will set you apart:

• Series 7 and 66
• Insurance License
• Previous Relationship Management Experience

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.