Edward Jones
Multi-Asset Senior Portfolio Manager, Model Team
Edward Jones, Saint Louis, Missouri, United States, 63146
Multi-Asset Senior Portfolio Manager, Model Team
At Edward Jones, your passion can pursue purpose. Maybe the markets keep you up at night, you thrive on trusts, or you find joy in deep equity research. Whatever your drive, at Edward Jones you will make an impact with a singular focus: building client relationships. Your daily work helps people achieve and protect their financial goals, impacting lives for the better while enjoying remarkable work‑life flexibility.
Base Pay Range $168,500.00/yr - $286,900.00/yr
Position Details Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Dec-2025. The posting may close early due to the volume of applicants.
Opportunity Overview The Wealth Management & Field Management Division at Edward Jones focuses on developing a profound understanding of prospective & current clients’ needs to create an unparalleled experience. We use these insights to implement tailored solutions and enhance our products so clients achieve their goals. From branding to portfolio offerings, your work will have a significant impact within the division and firm‑wide, enabling you to bring fresh perspectives that help us exceed client expectations in an evolving landscape.
Team Description The Portfolio Solutions Team (PST) within the Private Wealth & Investment Management department of our division handles both Advisory Fund and Unified Management Accounts (UMA) discretionary and non‑discretionary model portfolios, 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. They manage $400 bn in discretionary portfolios and over $200 bn in proprietary mutual funds.
PST seeks a Portfolio Manager to join our team of 17 investment professionals. We help clients exceed their goals by providing unbiased, best‑in‑class portfolio management and oversight, handling the complexity of portfolio construction so advisors can focus on wealth management.
PST includes the Core/Core Plus Retirement and UMA/Tax‑Sensitive Model Teams, as well as a Proprietary Funds Team.
The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax‑sensitive, UMA, and personalized platforms.
The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund.
This position will specifically support Model Teams within PST.
The Edward Jones Advisory Fund and UMA Models amount to over $400 bn and are growing.
The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi‑sub‑adviser mutual funds with over $200 bn in assets (18th largest mutual fund complex).
Key Responsibilities
Provide portfolio construction and implementation, manager selection across firm discretionary and client‑directed asset allocation portfolios; enhance and execute the asset allocation implementation; and provide asset‑class expertise for the assigned asset class(s).
Deliver performance results that meet or exceed expectations on behalf of clients.
Serve as a multi‑asset portfolio construction deep subject‑matter expert and deliver high‑quality recommendations on an efficient basis that supports our Advisory and/or client‑directed programs/models.
Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace.
Contribute to internal departments and committees in making better informed decisions consistent with the firm’s long‑term strategy.
Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed.
Develop SME knowledge for assigned asset class(s) to share expertise and support PST and other key stakeholders as needed.
Benefits Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (no cost to associates). It also offers a 401(k) retirement plan, tax‑advantaged accounts (HSA, FSA), ten paid holidays, 15 days of vacation for new associates, 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 Employee Assistance Program.
Hiring Minimum $168,500
Hiring Maximum $286,900
Criminal History Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available online.
Qualifications
Finance or Economics Bachelor's degree and/or MBA preferred.
CFA or actively pursuing CFA designation in accordance with firm policy.
Series 7 and Series 66 required or attainable in accordance with firm policy.
5+ years’ experience in investment analysis, portfolio management, and/or extensive industry experience preferred.
Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management.
Solid knowledge of various types of investments, asset classes, and markets.
Solid knowledge of mutual fund and money‑management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles).
Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset.
Strong analytical and quantitative skills with high attention to detail and strong critical‑thinking skills, with demonstrated ability to solve complex, non‑routine problems.
Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies, and internal areas within the firm (including governance committees and/or independent boards).
Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
Ability to collaborate and work effectively in a team‑based environment.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
EEO Statement 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.
#J-18808-Ljbffr
Base Pay Range $168,500.00/yr - $286,900.00/yr
Position Details Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Dec-2025. The posting may close early due to the volume of applicants.
Opportunity Overview The Wealth Management & Field Management Division at Edward Jones focuses on developing a profound understanding of prospective & current clients’ needs to create an unparalleled experience. We use these insights to implement tailored solutions and enhance our products so clients achieve their goals. From branding to portfolio offerings, your work will have a significant impact within the division and firm‑wide, enabling you to bring fresh perspectives that help us exceed client expectations in an evolving landscape.
Team Description The Portfolio Solutions Team (PST) within the Private Wealth & Investment Management department of our division handles both Advisory Fund and Unified Management Accounts (UMA) discretionary and non‑discretionary model portfolios, 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. They manage $400 bn in discretionary portfolios and over $200 bn in proprietary mutual funds.
PST seeks a Portfolio Manager to join our team of 17 investment professionals. We help clients exceed their goals by providing unbiased, best‑in‑class portfolio management and oversight, handling the complexity of portfolio construction so advisors can focus on wealth management.
PST includes the Core/Core Plus Retirement and UMA/Tax‑Sensitive Model Teams, as well as a Proprietary Funds Team.
The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax‑sensitive, UMA, and personalized platforms.
The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund.
This position will specifically support Model Teams within PST.
The Edward Jones Advisory Fund and UMA Models amount to over $400 bn and are growing.
The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi‑sub‑adviser mutual funds with over $200 bn in assets (18th largest mutual fund complex).
Key Responsibilities
Provide portfolio construction and implementation, manager selection across firm discretionary and client‑directed asset allocation portfolios; enhance and execute the asset allocation implementation; and provide asset‑class expertise for the assigned asset class(s).
Deliver performance results that meet or exceed expectations on behalf of clients.
Serve as a multi‑asset portfolio construction deep subject‑matter expert and deliver high‑quality recommendations on an efficient basis that supports our Advisory and/or client‑directed programs/models.
Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace.
Contribute to internal departments and committees in making better informed decisions consistent with the firm’s long‑term strategy.
Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed.
Develop SME knowledge for assigned asset class(s) to share expertise and support PST and other key stakeholders as needed.
Benefits Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (no cost to associates). It also offers a 401(k) retirement plan, tax‑advantaged accounts (HSA, FSA), ten paid holidays, 15 days of vacation for new associates, 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 Employee Assistance Program.
Hiring Minimum $168,500
Hiring Maximum $286,900
Criminal History Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available online.
Qualifications
Finance or Economics Bachelor's degree and/or MBA preferred.
CFA or actively pursuing CFA designation in accordance with firm policy.
Series 7 and Series 66 required or attainable in accordance with firm policy.
5+ years’ experience in investment analysis, portfolio management, and/or extensive industry experience preferred.
Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management.
Solid knowledge of various types of investments, asset classes, and markets.
Solid knowledge of mutual fund and money‑management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles).
Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset.
Strong analytical and quantitative skills with high attention to detail and strong critical‑thinking skills, with demonstrated ability to solve complex, non‑routine problems.
Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies, and internal areas within the firm (including governance committees and/or independent boards).
Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
Ability to collaborate and work effectively in a team‑based environment.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
EEO Statement 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.
#J-18808-Ljbffr