St. Louis, MI, USA
2 days ago
Analyst II - Partnership Consulting
The Partnership Accounting area focuses on maximizing the value to each partner type at Edward Jones (General Partners, Subordinated Limited Partners, Limited Partners, Service Partners and Joint Venture Service Partners) by providing both proactive and reactive support, guidance and education.

As a Partnership Consultant and key member of the Partnership Accounting area, you will be responsible for providing world class service to the firm's partners.  Additionally, you will play an integral role in informing how we communicate with and educate partners.

The Partnership Consultant will:Support escalated and complex situations regarding any of the partner types which may include delivering sensitive messages and guidance about:       Partner earningsRetirement savings optionsTax planningEligibility for offeringsHolding appointments with FAs and their CPAs to help FAs make informed decisions regarding the opportunity to become Service Partners or Joint Venture partners.Use complex problem-solving and critical thinking skills to resolve situationsStrive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.Create education and communication material to raise the level of understanding of each partner type.  Partnership Consultants will create and host webinars.Draw information from multiple sources to identify, analyze, and resolve complex needs.Keep up to date on changes in tax laws, partnership agreements, processes or information necessary to do the job.  Identify trends, insights and needs of partners, proposing solutions and implementing changes.Act as a resource for other associates.Act as a trainer for new associates by building and maintaining the training material and topical resources.Utilize in-depth knowledge of department topics to research questions which vary in detail and level of complexity.
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