Wendy Rick is a Principal at Edward Jones and serves as the Head of Product Management, where she leads the strategic vision, multi-year roadmap, and execution for the firm’s core advisory, planning, and account platforms. She oversees a large, multidisciplinary product organization and partners across Technology, Operations, Finance, Compliance, and the business to modernize platforms, enhance client and branch experience, and deliver scaled, high-value capabilities.
Wendy directs product portfolios exceeding $100M in annual demand and has delivered several high-impact initiatives, including IAP modernization, major Financial Planning enhancements, practice desktop evolution, Canada platform modernization, platform modernization including modernizing individual accounts, asset movement, online access, branch real estate, finance, and human capital capabilities. She has also advanced agile and product-centric ways of working, improving cycle time, predictability, engagement, and alignment across cross-functional teams. Prior to this role, Wendy led multiple Digital Product Areas - including Operational Enablement, Client Products & Services, Digital Compliance, and Digital Canada driving foundational platform rebuilds, regulatory modernization, banking capabilities, and enterprise-wide operational transformation efforts.
Wendy joined Edward Jones as a department leader in the Operations division with the responsibility of cash reconciliation. Over the years, she led multiple departments and initiatives within Operations, including Cash Control, End User Computing, JonesLink, Business Process Improvement (BPI), Reconciliation Control, Client Fees and Client Care Commitment, and Digital Operational Experience (DOX).
Prior to joining Edward Jones, Wendy spent seven years with General American in the banking area and two years with Fiserv, where she delivered and trained clients on their Frontier product.
Wendy earned a bachelor's degree in accounting and computer science and a master's degree in educational technology from Webster University. She also received an MBA with an emphasis in information systems from DeVry University.
