Job Description
This job posting is anticipated to remain open for 30 days, from 06-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 Investment Management Department is a core part of Edward Jones' Wealth Management and Field Management Division, advancing the firm's mission of deeply serving clients by equipping financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. Within this organization, the Asset Allocation Team plays a central role in shaping the firm's investment perspective - developing capital market assumptions, guiding strategic asset allocation, and informing opportunistic portfolio positioning across a broad spectrum of asset classes. This is a high-impact opportunity to join a collaborative and forward-looking team at the forefront of the firm's investment strategy. In this role, you will directly influence portfolio design and long-term client outcomes, contributing to the advancement of asset allocation research and delivering sophisticated, scalable investment insights - particularly for high-net-worth (HNW) client segments. What You'll Do:
In this role, you will play a key role in advancing asset allocation research, capital market insights, and portfolio construction frameworks, with a focus on delivering scalable, differentiated guidance for high-net-worth clients. You will partner across Investment Management, Product, and Planning teams to translate complex analysis into actionable insights, directly supporting advisor decision-making and improving client outcomes. Key responsibilities include:
Drive the development and evolution of HNW-focused portfolio frameworks, delivering differentiated, scalable guidance that shapes how the firm advises this client segment. Lead collaboration with key stakeholders to design and enhance portfolio objectives, incorporating multi-asset allocation, tax-aware implementation, and non-traditional exposures. Generate forward-looking capital market insights and asset allocation perspectives, informing firmwide positioning and investment strategy. Evaluate and integrate alternative investments, private markets, and hedging/monetization strategies into portfolio frameworks, expanding the firm's capabilities for complex client needs. Author and deliver high-impact investment insights, strategy reports, and thought leadership, equipping Financial Advisors and internal stakeholders with actionable guidance. Shape strategic and opportunistic asset allocation recommendations, influencing portfolio construction across advisory platforms and client solutions. Partner cross-functionally to embed asset allocation insights into platforms, tools, and client experiences, ensuring seamless translation from research to implementation. Enhance and advance analytical models, research frameworks, and asset class assumptions, improving the rigor and breadth of the firm's investment capabilities. Serve as a visible contributor to internal communications and forums, articulating market perspectives and portfolio positioning with clarity and credibility. What You'll Need:
Bachelor's degree required; advanced degree or CFA designation (or progress toward completion) required 7+ years of experience in asset allocation, multi-asset investing, or investment strategy Strong understanding of industry dynamics, global markets, and asset allocation frameworks Demonstrated experience in portfolio construction across asset classes, including equities, fixed income, and alternative investments Experience evaluating alternative investments, private markets, and hedging and monetization strategies within diversified portfolios Ability to analyze complex datasets and translate insights into clear, actionable investment guidance, leveraging tools such as Microsoft Excel and PowerPoint for analysis and presentation development Familiarity with responsible use of AI and advanced analytics tools to enhance research, streamline workflows, and improve efficiency and quality of investment insights preferred Series 7 and Series 66 licenses required, or ability to obtain within six months of hire 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.
