Sr Practice Management Strategist

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Full-Time

Overview

Are you looking for a role that directly impacts over 19,000 branch teams?
Do you want to make a real impact on our firm's 2030 ambition?
Are you looking for a team that is grounded in a sense of community and makes a collective impact?

In Practice Management, our goal is to empower branch teams to build a successful practice, by supporting and guiding them at every stage of their career. Within the Proven Practices department, we do this by equipping FAs and CSTMs with proven branch strategies to run and grow their business resulting in industry-leading client experiences.

The Practice Management Senior Strategist in Proven Practices leads complex strategy informed by analysis/data insights, competitive and behavioral research, feasibility assessments, and implications to branch and client experience. Serves as the Subject Matter Expertise on their area of expertise, and on FAs and their branch teams. The Senior Strategist leads the most complex and overarching topics and informally develops and leads others. Decisions in this role are highly complex and matrixed, impacting numerous stakeholders across the enterprise.

What You'll Do

• Drives complex strategy within their respective capability, division, and enterprise by deeply understanding the client needs and branch roles in delivering them.
• Demonstrates thought leadership on the application of complex practice management strategies at the branch team level, including but not limited to financial planning strategies and branch models.
• Demonstrates deep level expertise (SME) in practice management topics and branch roles, connecting across practice management and the firm to maintain an overarching view of all standard practices. May serve as a SME for complex and technical aspects of practice management.
• Helps define and effectively communicates Proven Practices related to practice management and industry knowledge to variety of audiences, as needed. Conveys complex information in a way that is tailored, simple to understand and easily applied by audience.
• Drives innovation for their capability at the firm in area of topical expertise by continuing to look at future direction of the firm and industry.
• Develops others within practice management and engages in and/or lead department and division-wide initiatives.
• Advocate the needs of Branch Teams for practice management strategies across the firm and partner with senior business leaders to set the conditions that drive towards competitive advantage.

What Work You'll Have an Impact On

• Ensuring branches have firm- and industry- leading strategies to run and grow their practice
• Partner with stakeholders in the field and around the firm to build confidence and drive consistent adoption of proven branch strategies that lead to positive business outcomes.
• Directly impacting branches' transformation toward delivering Financial Planning
• In support of the firm's Knowledge Powered ambition, be on the leading edge of supporting branches as they adopt new tools and technology

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.

Hiring Minimum: $117000
Hiring Maximum: $199300

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Skills/Requirements

Skills and Requirements

• Bachelor's Degree; Advanced degree preferred
• Minimum Experience: 6-10 years in analytical, business strategy, or financial services roles
• Series 7 and 66 required within 12 months of hire
• CFP or advanced designation, preferred not required
• Broad knowledge of branch teams and branch structure
• Experience leading high-impact, complex initiatives autonomously to solve non-routine challenges
• Analytical thinking with ability to problem solve using data and insights
• Highly organized, detail-oriented, and adaptable to changing priorities
• Drives effective, cross-functional collaboration and thought leadership via matrixed ways of working to deliver results
• Strong verbal, written communication, and interpersonal skills, with ability to influence peers and deliver presentations
• Demonstrable systems thinking, critical thinking, and strategic thinking skill

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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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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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.

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.

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