Senior Portfolio Manager- Trust

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up sts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals.

Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Position

Schedule:

Full-Time

This job posting is anticipated to remain open for 30 days, from 12-Jan-2026. The posting may close early due to the volume of applicants.

Do you have a passion for portfolio management and have experience in the trust or estate industry? Our 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.

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 () .

Hiring Minimum: $120000

Hiring Maximum: $204300

Read More…