Team Leader, Service

This job posting is anticipated to remain open for 30 days, from 02-Oct-2026. The posting may close early due to the volume of applicants.

This is an exciting leadership opportunity to guide a high-performing team that delivers exceptional service to our branches and clients. As a Team Leader, you’ll play a critical role in driving team performance, developing talent, and influencing key initiatives that shape the client experience. You will lead and empower your team to achieve goals, foster collaboration, and create an environment where associates can thrive and succeed.

The Team Leader is responsible for leading a team of associates who respond directly to phone and written inquiries from our branch offices and/or clients. The critical responsibilities include:

1. Department/Team Performance: ensuring successful team performance by partnering with Department Leader to establish team goals, building relationships with associates to create an environment oriented to trust and open communication, and allocating resources to accomplish work in the most efficient and cost-effective manner.

2. Talent Leadership: Attract, Develop, and Retain Talent: holding each associate accountable for meeting goals, coaching for continuous improvement by providing associates with timely, relevant feedback, partnering with the HR and Recruiting departments of the firm to ensure the most qualified candidates are selected for the role, ensuring associates are trained appropriately, providing support to all associates on their development plans, ensuring strong associate engagement and an inclusive work environment.

3. Project Management: communicating division objectives and focusing team efforts on high priority actions that directly align to Firm/Division/Department goals, managing department and division projects and programs, applying change management and innovation techniques in order to successfully implement new processes.

4. Stakeholder Relationships: contributing to relationships with critical stakeholders as well as peers in other divisions/departments, bringing an understanding of branch processes and workflow into critical relationships to advocate for the branch and help create an ideal client experience.

5. Market/Firm/Industry Event Sensitivity: staying up to date on internal/external market, firm, and/or industry events influencing workflow and stakeholders.

6. Escalations: Appropriately addressing client/branch escalations.

7. Leadership and Decision Making: effectively managing a team with high regulatory, financial, control/risk, anticipating and analyzing issues and implementing solutions, serving as a backup for the Department Leader.

Position Requirements:

• Bachelor's degree or equivalent experience required
• 3+ years' management experience in financial services industry or 2+ years financial services experience along with 3+ years of non-industry specific leadership experience or successful completion of Leadership Development course required.
• A diverse background across numerous areas of the division, firm, and/or industry is a plus. Experience in more than one Service area preferred, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.

Skills/Abilities:

• Coach and develop associates
• Industry knowledge on specific products, processes, and regulations
• Strong analytical skills and ability to understand process and procedures
• Ability to adapt to and drive/support change
• Strong decision making and problem solving ability

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.