Associate Product Manager, Separately Managed Accounts

This job posting is anticipated to remain open for 30 days, from 16-Jun-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.

Team Overview

The Separately Managed Accounts (SMAs) Investments team within Edward Jones’ Wealth Management Advice and Solutions (WMAS) division plays a critical role in delivering sophisticated investment solutions to support our advisors and high‑net‑worth clients. As part of a growing and highly visible team, you’ll contribute to building and maintaining SMA offerings that help advisors meet evolving client needs. This is an exciting opportunity to join a collaborative, matrixed environment where your work has direct impact and room to grow as the platform continues to expand.

What You’ll Do

In this role, you’ll support the ongoing management and execution of the firm’s Separately Managed Accounts (SMA) product offerings. Day to day, you’ll partner closely with internal teams and external product partners to ensure SMA solutions are well‑supported, compliant, and aligned with firm strategy. Your work will focus on operational execution, product maintenance, and delivering consistent, high‑quality support to the field.

Here are a few of the Key Responsibilities:

• Support the development, management, and execution of SMA product offerings aligned to firm advice and guidance

• Manage SMA onboarding activities and ongoing operational responsibilities

• Maintain assigned SMA product portfolios, including supporting recommendations for product or partner changes

• Assist with shaping and executing business plans aligned to firm strategy

• Ensure product literature and wholesaling materials are current, accurate, and compliant

• Resolve moderately complex product or partner issues as escalated

• Serve as a point of contact and liaison with assigned SMA product partners

• Develop and maintain foundational knowledge of assigned SMA products, including features, pricing, and marketplace positioning

What You'll Need:

• Bachelor’s degree in business, finance, economics, accounting, or a related field

• Series 7 and Series 66 licenses required within 12 months of hire

• 3+ years of relevant experience in financial services, with preference for analytical, investment, or product‑related roles

• Experience supporting or working with investment products; SMA or brokerage industry exposure preferred

• Ability to manage multiple workstreams and deliver against deadlines in a fast‑paced environment

• Experience collaborating with internal partners and external vendors or product partners

• Proficiency with reporting, documentation, and product maintenance activities

• Progress toward or relevant industry designations (e.g., CFA, CFP, CAIA) preferred

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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 ( .