Product Manager

Opportunity Overview

The Workplace Retirement Products team manages Edward Jones' workplace retirement offering, including employer-sponsored retirement plans and relationships with recordkeepers, third-party administrators (TPAs), custodians, and other retirement service providers. The team leads and coordinates the firm's workplace retirement product and distribution strategy, manages key partner relationships, and ensures practice teams have access to high-quality retirement plan solutions, resources, and support.

Through innovation, strategic partnership management, and deep subject matter expertise, the team helps position branch teams to effectively serve business owners, plan sponsors, and retirement plan participants while aligning with the firm's advice and guidance philosophy.

The Product Manager plays a critical role in advancing this strategy through cross-functional collaboration, partner relationship management, content development, and delivery of initiatives that enhance branch team capabilities and client experiences.

What You'll Do

• Execute the firm's Workplace Retirement Products strategy to ensure branch teams have access to high-quality retirement plan solutions, service provider support, and educational resources needed to help clients achieve their retirement and business goals.
• Manage strategic relationships with recordkeepers, TPAs, custodians, and other retirement service providers, collaborating on business planning, service enhancements, product capabilities, issue resolution, and ongoing relationship management.
• Serve as a key subject matter expert on workplace retirement plans and the broader retirement plan ecosystem, including plan design, administration, fiduciary considerations, participant outcomes, and industry trends.
• Partner with Practice Management, Training, and other internal stakeholders to develop content, resources, and learning experiences that build branch team acumen and confidence in serving retirement plan sponsors and participants.
• Collaborate on the design, development, and execution of innovative solutions by gathering insights, conducting analysis, and collaborating with internal and external stakeholders to improve workplace retirement products, processes, and service experiences.
• Collaborate on the design, development, and execution of integrated platforms, systems, tools, and processes that support retirement plan business growth and enhance both client and branch team experiences.
• Monitor legislative, regulatory, tax, and industry developments affecting workplace retirement plans and retirement service providers, helping the firm evaluate impacts and respond appropriately.
• Influence partner strategy and roadmap discussions to ensure external provider capabilities align with firm objectives, client needs, and advisor expectations.
• Evaluate partner performance and industry offerings, identifying opportunities to improve product capabilities, service delivery, operational efficiency, and overall value proposition.
• Represent Workplace Retirement Products in cross-divisional initiatives, industry events, partner meetings, and additional team responsibilities such as training, content development, and strategic projects.

Expertise and Impact

• Deep understanding of workplace retirement plans, including 401(k), profit-sharing, and related defined contribution plan structures.
• Strong knowledge of the retirement plan service provider landscape, including recordkeepers, TPAs, custodians, and fiduciary support organizations.
• Ability to translate complex retirement industry concepts into practical guidance, training, and business-building resources for advisors and branch teams.
• Demonstrated ability to build and manage strategic partner relationships while influencing outcomes across internal and external stakeholders.
• Strong analytical, communication, and collaboration skills with the ability to lead initiatives across multiple business functions.

This role combines product strategy, partner management, industry expertise, and advisor enablement to help grow the firm's workplace retirement business and deliver meaningful outcomes for plan sponsors, participants, and branch teams.

Position Requirements

What Experience You'll Need

• Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, etc.).
• Series 7, 66, and life/health license required within 12 months of hire.
• Progress toward an advanced degree or relevant industry designation(s) preferred.
• 7+ years of relevant financial services experience, with insurance experience preferred.

Company Description

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.

Awards and Accolades

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

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.

Salary Information

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.