**There's power in partnership.** Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow. What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 27-Mar-2026. The posting may close early due to the volume of applicants. **What You'll Do:** 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. + **Retirement Program Optimization** - Responsible for plan design and benchmarking to ensure plans remain competitive with peers and market. + **Ensure Regulatory Compliance** - Responsible for applicable compliance and audit support, including SOX, non-discrimination testing, and SOC-1 reviews for vendors + **Cross-Functional Collaboration** - Partner with HR, Partnership Accounting, Finance, Legal, and applicable committees and stakeholders to align plan development with business strategy and applicable regulations. + **Promote Resources and Engagement** - Design campaigns and communication strategies to increase awareness, engagement, and utilization of retirement resources and education materials. + **Measure and Communicate Program Impact** - Utilize internal data and vendor metrics to assess program utilization, satisfaction, outcomes, and business impact. + **Vendor and Partner Management** - Oversee relationships with external vendors, consultants, and technology partners to ensure program delivery is high-quality and aligned to strategy. + **Design and Execute a Holistic Retirement Strategy** - Lead the development and ongoing refinement of a multi-dimensional retirement program strategy that enhances financial wellness of associates across all segments of the workforce. + **Alignment with Total Rewards and Culture Strategy** - Ensure retirement programs complement compensation, benefits, and recognition efforts while reinforcing organizational values and culture. + **Thought Leadership and Benchmarking** - Stay abreast of emerging well-being trends, tools, and regulatory developments to inform forward-looking program design. + **Governance and Leadership Reporting** - Provide regular updates, insights, and recommendations to senior leaders and governance committees on program performance and associate trends. 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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . **Hiring Minimum:** $144000 **Hiring Maximum:** $245100 Read More About Job Overview **Skills/Requirements** **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:** While this role is posted as hybrid, **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 Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades) Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca) Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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. View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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. \#LI-HO