This job posting is anticipated to remain open for 30 days, from 04-Aug-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Department Generalist Job Description
This position has responsibility for accomplishing critical and core functions related to the External Transfers & Insights Department within the Operations division. Department Generalists are self-motivated individuals who enjoy partnering with others to implement change and resolve issues and operate as a bridge between the associates and their leader
Applies advanced operational and technical knowledge to serve as a trusted resource for leaders, associates, and branches, supporting the execution of departmental priorities, initiatives, and business objectives.
Provide oversight and accountability for vendor partnerships, ensuring performance expectations, service commitments, and operational standards are consistently met while driving issue resolution and continuous improvement.
Serves as a key contributor within the department by resolving complex issues and escalations, sharing expertise, and supporting the successful achievement of team goals and service commitments.
Monitors, analyzes, and reports on departmental performance, including timeliness, quality, productivity, and other established performance metrics, identifying trends and opportunities for improvement.
Conducts quality reviews, provides constructive feedback, and supports associate development through knowledge sharing, coaching, and reinforcement of best practices.
Additional Responsibilities
Utilizes data analysis and reporting tools to identify trends, operational risks, capacity impacts, and opportunities to enhance service delivery and business outcomes.
Partners with leaders, associates, and business stakeholders to evaluate existing processes, identify inefficiencies, and recommend practical solutions that improve effectiveness, consistency, and scalability.
Demonstrates curiosity and adaptability in learning new technologies, business processes, and automation solutions while helping translate business needs into actionable improvement opportunities.
Participates in the development, testing, implementation, and adoption of process improvements, reporting solutions, and automated workflows to support evolving business needs.
Leverages data and operational insights to support decision-making, prioritize improvement opportunities, and measure the effectiveness of implemented solutions.
Collaborates with cross-functional partners to gather requirements, document business processes, and contribute to initiatives that enhance associate, branch, and client experiences.
Qualifications:
- A bachelor's degree or relevant work experience is preferred. Appropriate securities registrations will be required if it is required for the work in the department.
- Experience with High Risk complex processing, Process Improvements, and working with On Shore processes, and oversight of Off Shore procedures.
5+ years of experience in a financial services environment (i.e. brokerage, banking, insurance, etc.) required.
Specific licenses may be required, but only if the specific function is covered by a Rule that requires it. Series 99 license is preferred. Series 7 is preferred.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
