What are the responsibilities and job description for the Program Leader - Firm Planning position at Edward Jones?
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus : serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule : Full-Time
The Firm Planning & Strategic Execution capability serves to build rigor and efficiency in Edward Jones' ability to plan and execute work effectively. We identify, synchronize, and simplify the various planning processes that exist across the Edward Jones Home Office organization. We create the conditions and mechanisms necessary to enable Home Office teams to be highly accountable, focus and execute on bringing value to branch teams and clients. And we work in partnership with leadership and governing bodies to bring one Firm Plan view to life that contemplates Enterprise, US Business Unit, Canada Business Unit and key transformational functional strategies together.
This manager role is accountable for improving annual firm planning processes, establishing continuous planning cadences for the future and leading the execution of planning processes which result in a firm business plan shared with 50,000 Edward Jones associates annually.
This role is responsible for connecting the firm's business segments, business functions and other matrixed execution teams to establish clear operational priorities and tradeoffs on the firm's business plan. This role is responsible stakeholder experience through planning, communicating enterprise constraints across business functions and provides quality control of objectives, key initiatives and results delivered by multiple business stakeholders. This role requires strong influencing skills to achieve compliance with planning processes and firm deadlines. The Enterprise Planning Manager also partners to understand the status, risks and mitigation plans through execution of the firm plan and surfaces strategic topics in support of Operating Committee's monthly review of plan performance.
- Proactively engages with partners from Firm Strategy, Finance, Business Segment teams and Digital teams to drive outcome definition and translate strategy into execution bodies of work, often in ambiguous environments.
- Effectively analyze and resolve complex processes and ways of working. Ability to simplify the complex and arrive at clear tactical solutions with many stakeholders.
- Effectively analyze execution results across the firm plan and portfolio to surface risks for discussion in Sr. Leader performance to plan reviews.
- Applies strong understanding of how the Edward Jones system operates to achieve results across the Home Office, in service to branch teams and clients.
- Demonstrates a stakeholder centric mindset and deeply understands the impact of firm planning and execution processes to stakeholders, consistently removing undesired redundancies for efficiency and positive experience.
- Embodies a continuous learning and improvement mindset and demonstrates high degree of self accountability while remaining adaptive as business needs change.
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
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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 .
Fortune 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.
LI-HO
Salary : $199,300
