An Overview of the Role: Banking Integration Senior Product Manager
The Banking Integration Senior Product Manager stands at the forefront of the firm’s integrated banking strategy and roadmap. This role is pivotal in ensuring that the branch teams and clients have access to the right products, tools, and support so they can confidently meet their saving, spending, and borrowing needs.
As part of the Banking Portfolio Team, this individual speeds up the delivery of integrated banking solutions by aligning business segments, product teams, and functional areas around a shared vision. They drive cohesion across client and advisor platforms to create experiences that fit naturally into daily workflows and deliver measurably better client outcomes.
Responsibilities of a Banking Integration Senior Product Manager
The Banking Integration Senior Product Manager plays a vital role in co-creating and driving the banking product strategy in partnership with senior leaders. They deliver a multi-year, multi-segment roadmap that equips branch teams and clients with the products, tools, and support needed to meet evolving needs.
This role involves embedding banking capabilities into advisor and client workflows to create a cohesive experience that improves financial outcomes and strengthens the overall experience. They are also responsible for leading banking integration and innovation initiatives, in partnership with cross-functional teams, from strategy through execution, ensuring strong alignment, clear prioritization, and timely delivery.
Moreover, they maintain deep knowledge of partner products, market trends, cross-industry solutions, and regulatory dynamics to inform strategy, ensure competitive positioning, and identify opportunities for innovation and experience improvement. In communicating complex information, they deliver structured, executive-ready materials that support decision-making and drive alignment.
Applying strong intellectual curiosity and critical thinking, they navigate ambiguity, develop clear frameworks and points of view, and drive autonomous, strategic decision-making aligned to firm, team, and cross-functional priorities.
Edward Jones: A Company Overview
Edward Jones, a Fortune 500 company, is a financial services firm where contributions are valued. The company is proud to be privately-owned, placing the focus on its clients rather than shareholder returns. Edward Jones associates are seen, heard, respected, and supported. This is what the company believes makes it the best place to start or build your career.
Position Requirements
This role requires 10+ years of relevant, non-technical experience such as product strategy/development, product management, client experience strategy, or innovation. A minimum of 6+ years of relevant financial services or related experience is also required. A Bachelor’s degree with a quantitative discipline is preferred (finance, economics, accounting, business); Advanced Degrees or relevant industry designation(s) are preferred.
Functional Knowledge
The Banking Integration Senior Product Manager should have the capability to drive independent workstreams and plan, organize, and prioritize across multiple bodies of work. They should also have experience as a key contributor to high-impact assignments and navigating evolving business and industry conditions. Strong critical thinking and data-driven problem-solving and decision-making skills are essential, along with excellent written, verbal and presentation skills.
Benefits and Compensation
Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. The company also offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. For more information on the Benefits available to Edward Jones associates, please visit their benefits page.
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