This job posting is anticipated to remain open for 30 days, from 16-Jun-2026. The posting may close early due to the volume of applicants.
Team Overview
The Alternative Investments team within Edward Jones’ Wealth Management Advice and Solutions (WMAS) division is expanding to meet growing client demand and increased firm focus on private market solutions. This highly visible team supports advisors serving high net worth clients by building and maintaining access to alternative investment offerings, including private equity, private credit, and private real estate. Joining this team offers the opportunity to work on complex, evolving products while helping shape the firm’s long term alternatives platform.
What You’ll Do
In this role, you’ll support the development and execution of Edward Jones’ Alternative Investments (Alts) product strategy. Day to day, you’ll partner with internal stakeholders and external asset managers to ensure alternative investment offerings are well supported, compliant, and aligned with firm guidance. Your work will focus on product execution, partner management, and delivering high quality tools and materials to support advisors and their clients.
Here are a few of the Key Responsibilities:
• Support the development and management of Alternative Investment products and solutions aligned with firm advice and guidance
• Assist with onboarding and ongoing management of Alts products and product partners
• Maintain assigned Alts product portfolios, including influencing recommendations to add, remove, or modify products or partners
• Help shape and execute business plans aligned with firm strategy and senior level priorities
• Ensure product literature and wholesaling materials are current, compliant, and aligned with firm messaging
• Resolve moderately complex product or partner issues as escalated
• Interface directly with asset managers and product partner contacts
• Serve as a subject matter resource for assigned Alts products, including features, pricing, and market positioning
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.
Hiring Minimum: $101700
Hiring Maximum: $173200
What You’ll Need
• Bachelor’s degree in business, finance, economics, accounting, or a related field
• Series 7 and Series 66 licenses required within 12 months of hire
• 5+ years of relevant experience in financial services, with preference for analytical or product related roles
• Prior experience with Alternative Investment products (e.g., private equity, private credit, private real estate) preferred
• Working knowledge of the brokerage or wealth management industry
• Experience managing or supporting investment products, platforms, or vendor relationships
• Demonstrated quantitative, analytical, and problem solving capabilities
• Progress toward or completion of advanced industry designations (e.g., CFA, CFP, CAIA) preferred
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.