Sr. Product Leader, Alternatives and SMA Products

Job Overview

This Senior Product Leader, Alternatives (Alts) and Separately Managed Accounts (SMAs) will drive the firm’s product strategy and oversee ongoing product management for these product lines. The leader will be a catalyst for the firm’s ambitious growth goals, shaping the future of our investment platform. As the business owner and subject‑matter expert, they will inspire and guide a team to design a best‑in‑class suite of offerings that anticipate client needs and market trends.

The leader will champion innovation, deliver transformative solutions to elevate the client experience, oversee vendor and platform relationships, harness advanced technology, and drive advisor education.

This job posting is anticipated to remain open for 30 days, from 14-Jan-2026. The posting may close early due to the volume of applicants.

• Lead the firm’s product strategy and ongoing product management for Alts (private equity, private credit, real estate, infrastructure, hedge funds, digital assets, sports and entertainment, etc.) and SMA vehicles. Curate a competitive universe of Alts and SMA product offerings based on client, field, and market insights.
• Serve as the business owner and subject‑matter expert for Alts and SMA product lines for the firm, collaborating with and influencing other areas such as Operations, Product Review, Research, Legal, Compliance, Finance, Field and Practice Management.
• Regularly interface with senior leadership internally and externally, taking an active role in the industry as the firm representative for these product lines.
• Understand and interpret regulatory environment, rules and potential rule changes in the tax, legal and regulatory environment impacting this product line; influence and shape the firm’s position with respect to tax, legal and regulatory issues.
• Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of this product line while minimizing risk to clients and the firm.
• Attract, develop and lead a team of high‑performing leaders and associates, and assist in their ongoing growth and personal and professional development.
• Manage vendors and platforms for alternative investments and advisor education leveraging state‑of‑the‑art technology.
• Ensure resolution of complex / broad issues of HNW APPS, determine root cause and apply systems thinking to prevent future occurrences.

• Bachelor’s degree required; preferred fields include business, finance, economics, accounting, mathematics, engineering, or related fields. Advanced degree or relevant industry designation (CAIA, CFA, CFP) is a plus.
• Series 7 and 66 licenses required within 12 months of hire.
• 15+ years of financial services experience, including leadership in alternative investments and product management (5+ years).
• Strong leadership, strategic thinking, emotional intelligence, and communication skills.
• Proven ability to influence and achieve results through others.
• Intellectual curiosity with strong critical and systems thinking.

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 401(k) 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.

Hiring Minimum: $202,200 Hiring Maximum: $344,200

Qualified applicants with arrest or conviction records will be considered for employment in…