✦ Luna Orbit — Product Management

Director - Donor Advised Funds and 529 Plans

at Jones Financial (Edward Jones)

📍 Tempe, AZ Hybrid Posted April 03, 2026
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Position Details

Type Full-Time
Experience lead
Exp. Years 12+ years
Education Not specified
Category Product Management

About this role

Director of Donor Advised Funds and 529 Plans leading product strategy, roadmap, and team development for Edward Jones' philanthropic education savings offerings.

Key Responsibilities

  • Lead and develop product managers
  • Define strategy/roadmap for 529 Plans, Charitable Gift Fund, Private DAFs
  • Drive adoption across client segments
  • Collaborate with vendors and internal stakeholders
  • Govern product communications and risk

Technical Overview

Senior product leadership role focusing on DAF and 529 product lines, requiring cross-functional collaboration, vendor management, and regulatory awareness; proficient with Tableau and CRM systems.

Ideal Candidate

The ideal candidate is a senior product leader with 12+ years in financial services, strong experience with 529 plans and donor-advised funds, and securities licenses (Series 7 and 66) within 12 months; must be able to lead a team and collaborate across partners and vendors.

Must-Have Skills

None listed

Required Skills

Bachelor's degree; 12+ years financial services experience; Series 7 and 66 within 12 months; product management; philanthropic/investment solutions; vendor management; cross-functional leadership; data-driven decision-making; CRM systems; Tableau; MS Office; education savings; donor-advised funds; 529 plans

Industry & Role

Industry Financial Services
Job Function Shape and guide Edward Jones' charitable giving and education savings product portfolio

Keywords for Your Resume

Director - Donor Advised Funds and 529 Plans529 plansdonor advised fundsprivate DAFsphilanthropic givingEdward Jones Charitable Gift FundProduct LeaderDonor Advised Funds529 PlanSeries 7Series 66financial servicesproduct managementvendor managementcross-functional leadershipMS OfficeTableauCRM systemseducation savingsdonor adverst planningcompliance

Deal Breakers

Bachelor's degree required, 12+ years of experience in financial services, Series 7 and 66 required within 12 months of hire, Commutable work location to Tempe, AZ or St. Louis, MO (onsite 4 days)

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