Operations Manager - Tax Reporting

Edward Jones • Saint Louis, MO • 1h ago

Position Schedule: Full-Time

This role is responsible for leading a high risk, high complexity Custody and Reporting functions, with a strong focus on operational transformation, client experience, and efficient execution. The Team Leader will play a critical role in modernizing processes, strengthening vendor oversight, and enabling scalable, compliant outcomes for both clients and the firm.

Key Responsibilities

Own end to end performance of a high risk, complex Custody and Reporting functions, including delivery against key performance indicators, service level objectives, and strong risk mitigation and regulatory compliance.

Provide full people leadership for a diverse team of up to 10 associates, including coaching, development, performance management, engagement, and empowerment of frontline leaders.

Build deep functional expertise in Custody and Reporting processes, systems, and regulations, achieving functional proficiency within 6 months and expert level mastery within 12 months.

Lead operational transformation and modernization, identifying process gaps, improving workflows, and leveraging technology to drive efficiency, scalability, control, and improved end to end client experience in a high volume, deadline driven environment.

Strengthen vendor oversight and partnerships, ensuring external partners meet performance expectations, quality standards, and compliance requirements.

Identify, manage, and mitigate financial, client service, regulatory, and operational risk across highly complex, multi system processes.

Anticipate and resolve ambiguity, analyzing and implementing solutions for process, system, policy, and resource challenges not fully defined by existing procedures.

Partner cross functionally with Risk, Compliance, Technology, auditors, and upstream and downstream operations to enable aligned, enterprise outcomes.

Exercise sound independent judgment on complex, non routine decisions with material business, financial, and client impact, escalating appropriately to department leadership.

Drive a culture of accountability and continuous improvement, using data and insights to inform decisions, prioritize work, and deliver consistent, scalable results.

Represent your team in firm wide initiatives and, as applicable, industry forums influencing operational best practices.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site (https://careers.edwardjones.com/compensation-and-values/) to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

Hiring Minimum: $99900

Hiring Maximum: $170000

Skills/Requirements

Canadian Securities licensing (preferred)

Bachelor's degree or equivalent experience in a related field.

3+ years of relevant work experience in an Operations environment with proven experience leading complex operational teams with significant financial, regulatory, and client service risk, preferably within account transfers, mutual funds, or similar brokerage operations.

Knowledge of CRA regulations preferred.

3+ years of people leadership experience.

Strong people leadership and talent development experience, with the ability to lead, coach, and develop diverse teams.

Awards & 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 (https://careers.edwardjones.com/blog/?\sft\category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\sft\category=awards-accolades-en-ca)

About Us

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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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