Risk Management Specialist, Operations

Overview The Edward Jones Trust Operations department supports the Edward Jones Trust Company by ensuring consistent, well controlled execution of trust and custody activities while proactively identifying and managing operational, regulatory, financial, and third‑party risk. The Trust Operations team helps protect clients, meet regulatory expectations, and strengthen the overall client and branch experience. Responsibilities Develop and maintain strong subject matter expertise across the team’s core and critical functions, including a clear understanding of purpose, execution, and upstream and downstream impacts to support escalations, change initiatives, and efficiency improvements. Oversee and manage client, regulatory, processing, and financial risk through effective monitoring of business processes, external conditions, and third party vendor activities to ensure risks are identified, assessed, and appropriately mitigated. Apply third party vendor management practices by evaluating control effectiveness, providing feedback, and partnering with vendors to address performance, process, and risk management opportunities. Proactively identify opportunities to improve processes, streamline or eliminate unnecessary work, and reduce risk, while supporting consistent execution and a strong client and branch experience. Communicate and collaborate effectively with associates, leaders, branch partners, and third party relationships, including reporting on risk and vendor oversight to senior leadership and supporting timely issue resolution. A bachelor’s degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred. 4+ years of experience in financial services (e.g., brokerage, mutual funds, insurance, asset management) preferred. Should include experience evaluating and implementing controls. Audit or compliance background preferred. Excellent verbal and written communication skills required, including presenting information to third‑party vendor leadership and senior management both verbally and in writing. Experience addressing questions/inquiries from external organizations such as FINRA, SEC, Audit, Compliance, and Field Supervision is preferred. Ability to extract, manipulate and leverage relevant data when managing risk and making related decisions. Experience is required in using data mining/analysis tools. Must be able to make decisions in gray areas where little or no guidance is available. Consistent use of good judgment required, as decisions are complex, non‑routine, risk‑based judgments with high financial risk. Ability to collaborate, drive change and lead/influence others without formal authority. Additional attributes that would set this individual up for success. Series 7 and 99 Experienced with Power BI Advanced Excel knowledge Current internal home-based associates: while this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Benefits and At a Glance Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. The firm offers a 401(k) retirement plan and tax-advantaged accounts. Edward Jones observes paid holidays, vacation, sick time, personal days, and paid volunteer time. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the Employee Assistance Program. For more information on benefits, please visit the benefits page. Equal Employment Opportunity 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. For context on the role and its responsibilities, the posting may remain open for 30 days from 01-Jun-2026 but may close earlier due to application volume. #J-18808-Ljbffr Edward Jones