Edward Jones
Multi-Asset Senior Portfolio Manager, Model Team
Edward Jones, Saint Louis, Missouri, United States, 63146
Job Overview
Senior Portfolio Manager – Wealth Management & Field Management Division at Edward Jones. Full‑time position based in St. Louis, MO. $168,500 – $286,900 base salary. 30‑day posting. The role focuses on developing and managing discretionary model portfolios and client‑directed assets for high‑net‑worth and institutional segments.
Key Responsibilities
Provide portfolio construction, implementation, manager selection, and asset‑allocation expertise across discretionary and client‑directed portfolios.
Deliver performance results meeting or exceeding client expectations.
Serve as a multi‑asset portfolio construction SME and provide high‑quality recommendations.
Support Core, High Net Worth, New to Wealth, and Workplace segments.
Participate in internal committees to inform firm strategy.
Communicate investment recommendations effectively to advisors and stakeholders.
Develop and share SME knowledge for assigned asset class(es).
Qualifications required
Bachelor’s or Master’s in Finance, Economics, or MBA (preferred).
Series 7 and Series 66 required or attainable.
CFA designation or actively pursuing CFA.
5+ years’ experience in investment analysis, portfolio management or related industry experience.
Strong knowledge of asset allocation implementation, portfolio construction, and risk management.
Knowledge of mutual funds, ETFs, UMAs, separate accounts, private markets.
Experience with High Net Worth, New to Wealth, and Workplace investor segments (asset).
Strong analytical, quantitative and communication skills.
Proficiency in Morningstar Direct, Bloomberg, FactSet, Aladdin, Tableau, Python, R, SQL.
Team‑based collaboration and effective teamworkli>
Compensation & Benefits Medical, prescription drug, dental, vision, voluntary benefits. 401(k) retirement plan, HSA, FSA. 10 paid holidays, 15 vacation days for new associates, sick time, personal days, volunteer day. Eligible for bonus and profit sharing. All associates eligible for Employee Assistance Program.
Hiring Minimum / Hiring Maximum Hiring Minimum: $168,500. Hiring Maximum: $286,900.
Edward Jones Equal‑Opportunity Statement & Fair Chance 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. Qualified applicants with arrest or conviction records may be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones prohibits 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 copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
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Key Responsibilities
Provide portfolio construction, implementation, manager selection, and asset‑allocation expertise across discretionary and client‑directed portfolios.
Deliver performance results meeting or exceeding client expectations.
Serve as a multi‑asset portfolio construction SME and provide high‑quality recommendations.
Support Core, High Net Worth, New to Wealth, and Workplace segments.
Participate in internal committees to inform firm strategy.
Communicate investment recommendations effectively to advisors and stakeholders.
Develop and share SME knowledge for assigned asset class(es).
Qualifications required
Bachelor’s or Master’s in Finance, Economics, or MBA (preferred).
Series 7 and Series 66 required or attainable.
CFA designation or actively pursuing CFA.
5+ years’ experience in investment analysis, portfolio management or related industry experience.
Strong knowledge of asset allocation implementation, portfolio construction, and risk management.
Knowledge of mutual funds, ETFs, UMAs, separate accounts, private markets.
Experience with High Net Worth, New to Wealth, and Workplace investor segments (asset).
Strong analytical, quantitative and communication skills.
Proficiency in Morningstar Direct, Bloomberg, FactSet, Aladdin, Tableau, Python, R, SQL.
Team‑based collaboration and effective teamworkli>
Compensation & Benefits Medical, prescription drug, dental, vision, voluntary benefits. 401(k) retirement plan, HSA, FSA. 10 paid holidays, 15 vacation days for new associates, sick time, personal days, volunteer day. Eligible for bonus and profit sharing. All associates eligible for Employee Assistance Program.
Hiring Minimum / Hiring Maximum Hiring Minimum: $168,500. Hiring Maximum: $286,900.
Edward Jones Equal‑Opportunity Statement & Fair Chance 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. Qualified applicants with arrest or conviction records may be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones prohibits 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 copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
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