What are the responsibilities and job description for the Business Performance Consultant - Market Management position at Edward Jones?
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.
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.
Market Management represents an exciting evolution in Edward Jones' 100 year history, reflecting how we support our geographic markets differently based on their unique opportunity. If you are someone who enjoys synthesizing information from a variety of sources to deeply understand local business opportunities and connect to actionable strategies, this could be the opportunity for you!
The Business Development Consultant directly supports a Market Leader in identifying growth and business opportunities in a specific geographic market and developing business plans and strategies to increase healthy, long-term market share. They are responsible for metric and financial analysis to build long-range strategic plans and annual objectives with the Market Leader and are responsible for ongoing execution of strategies impacting business expansion, productivity, revenue growth, and expense management. They work across the home office to deliver solutions and optimize overall market operations.
What You'll Do:
The Business Development Consultant directly supports a Market Leader in identifying growth and business opportunities in a specific geographic market and developing business plans and strategies to increase healthy, long-term market share. They are responsible for metric and financial analysis to build long-range strategic plans and annual objectives with the Market Leader and are responsible for ongoing execution of strategies impacting business expansion, productivity, revenue growth, and expense management. They work across the home office to deliver solutions and optimize overall market operations.
What You'll Do:
- Lead the Monthly Performance Review process with the Market Leadership team to understand and discuss opportunities and recommend strategies to achieve objectives.
- Regularly leverage data and reporting from a variety of sources to identify the biggest opportunities for a Market. Provide consultation to the Market Leader executing root cause analysis, recommending strategies, and articulating trade-offs to facilitate prioritization.
- Lead projects directly and manage ongoing execution support with key home office functional areas (e.g., real estate, marketing, product) to deliver intended outcomes. Monitor benefit of strategies in relation to overall market objectives.
- Provide sales, revenue, and expense forecasts and develop targets to achieve a sustainable business model aligned to market outcomes. Account for competitive landscape and specific competitors when shaping plans and strategies.
- Facilitates annual and ongoing strategic and operational planning at the market level in concert with market leadership team. Negotiate resourcing and objectives across regions, markets, and divisions, documenting long range plans to drive accountability.
- Collaborate with and influence across our team, sharing best practices to drive continuous improvement. Present and influence at senior branch development levels. Partner across the organization broadly, including Human Capital, Firm Analytics, Finance, and Data & Insights organizations.
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Position Requirements:
What Experience You Need:
What Experience You Need:
- Bachelor's degree required; Advanced Degree Preferred
- 6-10 years of relevant work experience
- Obtain both the SIE and Series 7 top off license within 6 months of hire
- Excellent knowledge of the industry or firm and its business practices and processes
- Strong knowledge of a field structure and market operating system
- Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable tools
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
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
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.
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.
