Bridge Builder and EJ Money Market, collectively the proprietary funds complex, currently includes twelve Bridge Builder mutual funds (comprised of 50 underlying sub-advisers) and the Edward Jones money market fund. Bridge Builder is ranked as the 20thlargest mutual fund company is the U.S. (nearly $200B in assets) as of 3/31/2023, as well as represents approximately 50% of our Advisory Solutions (firm discretionary) assets under care. 

The Proprietary Funds Leader is responsible for overseeing the portfolio management process and decision making for our proprietary funds complex, which ultimately leads to investment excellence and direct client account impact. The leader also contributes significantly to the strategic direction of our asset management offering, with expectations of an expanding product offering, broadening client eligibility, and significantly increasing client assets over the next 1-3 years.

Key Responsibilities:Oversee performance and risk profile of Bridge Builder mutual funds and Passport money market     Voting member of Portfolio Solutions Review Committee (team governance of Advisory Solutions and Bridge Builder)Quarterly presentation to Board of Trustees, both through direct presentations as well as guiding that of team members    Voting member of Asset Allocation Working Group, the subgroup of the Investment Policy Committee responsible for asset allocation recommendationsDirect people leadership of current team of 5 investment professionalsIFOG member, the group responsible for the day-to-day management of the Olive Street (Bridge Builder investment advisor) business plan