Associate Overlay Trader

This job posting is anticipated to remain open for 30 days, from 21-Sep-2026. The posting may close early due to the volume of applicants.

Team Overview:

Overlay Management serves advisors and clients by efficiently and expertly addressing their tax, risk, and customization needs through the coordinated management of investments across sleeves, accounts, and households. Applying seasoned judgment to orchestrate tailored outcomes from a complex web of client and model provider inputs, helps clients achieve goals and financial wellness, drives advisor efficiency, and makes a client and advisor’s relationship with Edward Jones irreplaceable.

What You Will Do:

The Associate Overlay Trader has general knowledge of trading strategies.  This individual has a basic understanding of the managed accounts business, including wrap programs, wrap trading.  The primary responsibilities include preparing new accounts for trading, contributions and withdrawals, liquidations, restriction monitoring, and tax selling.  This role is also responsible for account-level maintenance.  This person works closely with other teams such as Reconciliation, Settlements, and Client Service teams to resolve account-related issues.

Responsibilities include:

• Process client withdrawals and deposits.
• Prepare trades for new accounts, style changes, and various account-level activity.
• Process termination
• Process tax-harvesting requests
• Model changes
• Communicate trading restrictions as needed
• Maintain trading records
• Maintain audit, and reconcile models
• Run, generate, and maintain reporting
• Contribute to general risk management, improvement in execution, knowledge development and cross-training efforts

Current INTERNAL home-based associates:

While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work

What Experience You’ll Need:

• Bachelor’s degree
• 1+ years of related experience, including:
• General market knowledge
• Attention to detail/high level of accuracy
• Risk awareness and strict attention to procedural adherence
• Ability to handle deadlines, work efficiently in critical situations
• Demonstrated ability to understand applicable regulatory issues and generally regulatory landscape

Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

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.