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Job Description
We are looking for a strong, people-focused leader to join our Trust Operations team. This role is a great opportunity to lead a high impact function in a matrix structure that supports the Edward Jones Trust Company and directly influences the client and branch experience. You will play a key role in delivering operational excellence, managing risk, and building a high performing team in a complex and evolving environment.
About the team:
Trust Operations provides end-to-end operational support for the Edward Jones Trust Company, including account funding, trading, statements, and account closing. The team operates as a service provider through a formal agreement with the Trust Company and partners closely with internal and external stakeholders, including SEI, Broadridge, and EJ Trading.
What will you do:
About the team:
Trust Operations provides end-to-end operational support for the Edward Jones Trust Company, including account funding, trading, statements, and account closing. The team operates as a service provider through a formal agreement with the Trust Company and partners closely with internal and external stakeholders, including SEI, Broadridge, and EJ Trading.
What will you do:
- Lead a team of associates, drive performance against key goals, service levels, and risk standards in a high volume, time sensitive environment
- Own and manage operational risk across processes, ensuring strong controls, regulatory compliance, and alignment with supervisory procedures
- Develop team capability through coaching, clear expectations, and ongoing development, while building a culture of accountability and continuous improvement
- Partner across the firm and with vendors to resolve complex issues, improve processes, and strengthen end-to-end workflows that support the client and branch experience
- Identify and implement process improvements and technology solutions to increase efficiency, scalability, and quality across Trust Operations
- Provide support and enable the scalable delivery of Trust Company HNW offerings, including Limited Custody and Alternative Investments.