Sr. Portfolio Manager

This job posting is anticipated to remain open for 30 days, from 21-May-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. The Senior Portfolio Manager serves as the thought leader for Edward Jones' discretionary portfolio management function within Separately Managed Accounts (SMAs). This role has overall accountability for investment philosophy execution, including asset allocation implementation, portfolio construction, and stock selection across discretionary portfolios. The role partners with internal departments and governance committees to support disciplined investment decision-making and effectively communicate portfolio performance, positioning, and market context to key stakeholders. Key Responsibilities Accountable for delivering strong investment performance and managing risk across client portfolios within discretionary SMA strategies. Own and apply the firm's investment philosophy through asset allocation, portfolio construction, and security selection decisions. Communicate investment philosophy, portfolio positioning, and performance results to governance committees, internal partners, Financial Advisors, clients, and media as appropriate. Support internal departments and committees by contributing insights that enhance decision-making and ensure adherence to established investment processes. Materially engage in high-priority departmental and firm-wide initiatives while ensuring alignment with the firm's investment philosophy and risk standards. Knowledge Requirements Extensive knowledge of asset allocation, portfolio construction, and portfolio risk management. Extensive knowledge of financial markets, asset classes, and investment vehicles. Extensive knowledge of equities and managed investments, including mutual funds, ETFs, and separate accounts. Ability to think strategically and apply sound judgment in complex investment environments. Strong analytical and critical thinking skills with a client-focused mindset. Ability to identify investment risks and opportunities and proactively position portfolios. Strong written, verbal, and interpersonal communication skills. Ability to represent Edward Jones with internal and external stakeholders.

Minimum Education:

Bachelor's Degree;

Preferred Education:

Master's Degree Minimum Experience:

11-14 years of relevant investment management experience;

Preferred Experience:

15+ years Chartered Financial Analyst (CFA) designation - required within 1 year Series 7 - required within 6 months 2+ years of people leadership experience preferred. Experience managing assets in a discretionary portfolio management capacity. 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 . Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .