Post Transition Support Specialist

Post Transition Support

Here at Edward Jones, the client is our single focus and our relationships with them are the measure of everything we do. The Service and Operations divisions are at the center of it all. We support our clients, branch teams, and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection, and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

The Post Transition Support plays a critical role in enhancing the advisor and practice experience by intaking feedback, monitoring trends, and sharing key learnings with Market and Practice Solutions (MPS) leadership to identify and address experience improvement opportunities. This role will conduct listening and observation sessions with top practitioners, package insights into actionable resources, and communicate findings to business partners to drive impactful changes. The associate will also analyze and synthesize external research, applying critical thinking to ensure relevance and alignment with business objectives.

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.

Hiring Minimum: $61600 Hiring Maximum: $101600

Skills/Requirements

Education & Licensing

• Bachelor's degree required.
• Series 7 and 66 licenses preferred.

Experience

• 3+ years of experience in financial services, client support, or operations.
• Experience in understanding of feedback systems and data analysis in a business context.
• Familiarity with working in matrixed environments and cross-functional teams.
• Familiarity with Market and Practice Solutions frameworks and advisor support systems a plus.

Skills & Competencies

• Data analysis and synthesis skillset
• Ability to package and present data insights
• Attention to detail and accuracy
• Adaptability in dynamic environments
• Collaboration across teams
• Strong communication and interpersonal skills.
• Analytical mindset with ability to interpret data and identify trends and creativity in presenting insights.
• Strategic thinking and prioritization
• Proficiency in Microsoft Office; experience with data tools and feedback platforms a plus.

Span of Influence

This role directly impacts the quality of post-transition experiences for advisors and practices. Through effective execution and collaboration, the Post Transition Support role helps ensure that MPS offerings are aligned with advisor needs and continuously improved based on real-time feedback.

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.

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.