Portfolio Manager- Trust

This job posting is anticipated to remain open for 30 days, from 27-Jan-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 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.

Do you have a passion for portfolio management and have experience in the trust or estate industry? Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team.

The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.

Senior Portfolio Managers are responsible for consulting with financial advisors, clients and other professionals to review and assess the needs of the client. They will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The senior portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.

Specific duties include:

• Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards.
• Partnering with financial advisors to fully understand clients' needs and enhance the overall client experience.
• Independently establishing an appropriate investment objective, articulating a tailored investment strategy and recommendations, and explaining account performance.
• Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.
• Coaching and training less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.
• Supporting FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.
• Collaborating closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.
• Leading presentations at client events, regional meetings, seminars and web conferences.
• Leading initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.

• Bachelors degree required. Business related degree strongly preferred.
• CFA designation or progress towards requirement.
• Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others.
• Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.
• Familiarity with multiple accounting, performance, data, and trading systems.
• Proficiency in evaluating and distilling investment research from Edward Jones and other providers.
• Demonstrated experience with estate planning principles, taxes, insurance and other financial planning‑related items.
• Stron…