Senior Portfolio Manager- Trust

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.

Team Overview:

Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations.

The Senior Portfolio Manager serves as the primary relationship manager for Edward Jones branch teams and clients, with a particular focus on delivering an exceptional portfolio management experience. This individual acts as the trusted point of contact throughout the lifecycle of the entire client experience, ensuring both clients and branch teams receive timely, accurate, and high-quality service.

What You Will Do:

Senior Portfolio Managers are responsible for consulting with financial advisors, clients and other professionals to review and assess the needs of the client. They will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The senior portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.

Specific duties include:

• Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards.
• Partnering with financial advisors to fully understand clients' needs and enhance the overall client experience.
• Independently establishing an appropriate investment objective, articulating a tailored investment strategy and recommendations, and explaining account performance.
• Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.
• Coaching and training less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.
• Supporting FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.
• Collaborating closely with Trust Administration, the EJ Generations teams, Trust New Business Team, Advanced Branch Support, and other similar service areas.
• Leading presentations at client events, regional meetings, seminars and web conferences.
• Leading initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.

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:

• Bachelors degree required. Business related degree strongly preferred. Masters degree preferred
• CFA required
• 10+ years financial services experience. Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others.
• Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.
• Familiarity with multiple accounting, performance, data, and trading systems
• Proficiency in evaluating and distilling investment research from Edward Jones and other providers.
• Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.
• Strong verbal and written communications skills with ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients.
• Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.
• Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.

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.