Relationship Manager - Insurance Products

This job posting is anticipated to remain open for 30 days, from 24-Sep-2026. The posting may close early due to the volume of applicants.

Team Overview:

Act as the service relationship manager – insurance products for multiple product partners or vendors to support appropriate products, services and tools for branches; and to execute joint business strategies with Wealth Manager & Field Communications (WMFM) and Operations to meet client needs.

What You'll Do

• Manage product partner relationships, monitor service levels and operational performance, and collaborate with key partner contacts to support branch needs.
• Analyze and resolve complex Financial Advisor and client issues, providing recommendations and guidance on advanced client scenarios.
• Deliver training, coaching, and suitability/marketing guidance to Financial Advisors, branch teams, and associates.
• Coordinate cross-functional initiatives, including product launches, operational changes, service meetings, travel, and firm-wide training efforts.
• Identify and implement process, system, and workflow improvements to enhance efficiency, effectiveness, and the branch/client experience.
• Support technology and innovation initiatives while ensuring alignment of product partner, client, and branch-facing communications. Serve as a subject matter expert and mentor, collaborating with Product, Operations, Compliance, Legal, Field Supervision, and Client Solutions teams to drive business objectives and develop new associates

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 Experience You Need:

• 4+ years of operations or customer service experience supporting insurance products.
• Strong knowledge of insurance products and the ability to apply technical expertise to resolve client inquiries and support business needs.
• Experience communicating complex information clearly and effectively, both verbally and in writing.
• Experience analyzing issues, identifying solutions, and making sound client-focused decisions.
• Demonstrated ability to manage multiple priorities in a fast-paced, high-volume environment.
• Working knowledge of service processes, systems, and cross-functional business operations.
• Broad understanding of products, procedures, and industry trends across multiple business areas.

What Could Set You Apart:

• Bachelor’s degree
• Series 7 and 66 licenses
• Previous relationship manager or case manager experience
• Experience with the Salesforce Service Cloud System

"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.