Director - Retirement
Edward Jones, Tempe, AZ, United States
Director Of Retirement
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. The Director of Retirement is responsible for designing, executing, and continuously evolving a holistic retirement strategy that delivers a robust retirement savings option to help our associates prepare for their future and ensure the firm is compliant with all applicable retirement laws and regulations. This role ensures the organization's retirement plans are integrated into the broader employee experience and culture strategy. Through cross-functional partnerships, data-informed program design, and alignment with inclusion and accessibility goals, this leader drives adoption of financial well-being initiatives. Oversees selection, contracting, and performance management of external vendors, platforms, and consultants. Ensures all solutions are aligned with the organization's strategy, inclusive in design, cost-effective, and deliver measurable outcomes. The Director also partners with the Principal for Retirement and prepares proposals and information for applicable committees and executive groups in the US and Canada to ensure appropriate plan governance for retirement plans. Responsibilities include: Retirement Program Optimization Ensure Regulatory Compliance Cross-Functional Collaboration Promote Resources and Engagement Measure and Communicate Program Impact Vendor and Partner Management Design and Execute a Holistic Retirement Strategy Alignment with Total Rewards and Culture Strategy Thought Leadership and Benchmarking Governance and Leadership Reporting What Experience You'll Need: Bachelor's degree 8+ years of experience with retirement plans, preferably larger than $1B, including: Proven track record of managing complex needs across the organization. Strong knowledge of retirement, deferred compensation, and ERISA compliance. Familiarity with retirement vendors, technology platforms, and communications. Ability to interpret and present retirement plan legal and regulatory changes effectively. What Could Set You Apart: Certification in retirement plans, including RPA, CEBS, CPSP, QKA, or RPF 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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates: If selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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 the benefits page.
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. The Director of Retirement is responsible for designing, executing, and continuously evolving a holistic retirement strategy that delivers a robust retirement savings option to help our associates prepare for their future and ensure the firm is compliant with all applicable retirement laws and regulations. This role ensures the organization's retirement plans are integrated into the broader employee experience and culture strategy. Through cross-functional partnerships, data-informed program design, and alignment with inclusion and accessibility goals, this leader drives adoption of financial well-being initiatives. Oversees selection, contracting, and performance management of external vendors, platforms, and consultants. Ensures all solutions are aligned with the organization's strategy, inclusive in design, cost-effective, and deliver measurable outcomes. The Director also partners with the Principal for Retirement and prepares proposals and information for applicable committees and executive groups in the US and Canada to ensure appropriate plan governance for retirement plans. Responsibilities include: Retirement Program Optimization Ensure Regulatory Compliance Cross-Functional Collaboration Promote Resources and Engagement Measure and Communicate Program Impact Vendor and Partner Management Design and Execute a Holistic Retirement Strategy Alignment with Total Rewards and Culture Strategy Thought Leadership and Benchmarking Governance and Leadership Reporting What Experience You'll Need: Bachelor's degree 8+ years of experience with retirement plans, preferably larger than $1B, including: Proven track record of managing complex needs across the organization. Strong knowledge of retirement, deferred compensation, and ERISA compliance. Familiarity with retirement vendors, technology platforms, and communications. Ability to interpret and present retirement plan legal and regulatory changes effectively. What Could Set You Apart: Certification in retirement plans, including RPA, CEBS, CPSP, QKA, or RPF 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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates: If selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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 the benefits page.