Senior Team Leader - Mutual Fund Operations

Edward Jones - Tempe, AZ

Hiring: Senior Team Leader - Mutual Fund Operations Company: Edward Jones Location: Tempe, AZ Job Posted Time: 2026-09-10 13:06:45 Target Skills & Keywords : Regulatory Compliance, Risk Management, Series 7, Stakeholder Management, Vendor Management About the job Experience: •3 years of experience leading operational teams within a financial services environment. •3 years of people leadership experience, including coaching and development of high-performing teams. •Minimum 3 years of experience leading operational teams within a financial services environment. •Minimum 3 years of people leadership experience, including coaching and development of high-performing teams. Required Skills: •Operational Leadership •Lead the end-to-end performance of complex Mutual Fund Operations functions, ensuring accurate, timely, and compliant execution of daily operational activities. •Oversee a broad portfolio of processes including trade corrections, trade rejects, PAC/SWP administration, omnibus processing, off-book account support, reconciliations, fund facts processing and delivery, and large-scale operational initiatives. •Ensure achievement of service level objectives while balancing risk mitigation, regulatory requirements, and client experience expectations. •Monitor operational performance metrics and implement action plans to improve productivity, quality, and service delivery. •People Leadership •Provide leadership, coaching, and development for a team of up to 15 associates, fostering a culture of accountability, engagement, inclusion, and continuous improvement. •Drive talent development through ongoing coaching, performance management, succession planning, and career development initiatives. Qualifications: •Develop and maintain deep expertise in Mutual Fund Operations, including trading processes, processing workflows, regulatory requirements, and supporting systems. •Provide leadership and guidance regarding complex operational issues and emerging business challenges. •Bachelor's degree or equivalent combination of education and relevant experience. •Demonstrated experience managing complex operational processes involving financial, regulatory, and client service risk. •Strong analytical, problem-solving, and decision-making capabilities. •Excellent communication and stakeholder management skills. •Canadian Securities licensing, or FINRA Series 7 and/or Series 99. •Knowledge of Mutual Fund Operations, including trading, processing, reconciliations, and related regulatory requirements. •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 Compensation: •$101,700 - $173,200 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!