What are the responsibilities and job description for the Senior Director, Strategic Advisory 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.
Edward Jones is seeking a highly skilled leader to serve as a Senior Director within a newly created Strategic Advisory team. This individual will be a senior leader of a small, nimble team with deep industry expertise. The Senior Director will work as a strategic advisor with the most senior levels of Edward Jones, including Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives. Support to these efforts include leading decision-making exercises and strategy workshops with leaders and enablers, developing options and recommendations, and conducting scenario analysis. Leaders serving in this role will require strong influencing skills and independently make decisions in highly complex and ambiguous situations.
What you'll do:
What you'll do:
- Lead and manage strategic engagements, via advisory pods, through the entire value lifecycle.
- Provide consultative advice and support to the most senior leaders of the firm to help achieve multi-year aspirations.
- Proactively identify opportunities to advance goals aligned with enterprise objectives, which will require deep subject matter expertise across multiple domains of wealth management, and high-risk decision making.
- Lead cross-functional teams in helping frame, design and execute solutions for challenging business situations, including the development of hypotheses, gathering data, analyzing results, and presenting findings to executive audiences.
- Develop a deep understanding of the internal client’s business objectives and challenges and lead the development of tailored solutions that meet their needs.
- Lead multiple projects simultaneously, ensuring high impact and value creation.
- Lead and facilitate strategic exercises and various strategy workshops with stakeholders across the firm.
- Assess the connection between Enterprise objectives and business segment and functional strategies by Senior Leaders
- Track industry and competitive trends, and develops business outlook and forecasts where appropriate.
- Build industry relationships and participates in external conferences.
- Cultivate a broad network of internal and external relationships to enhance effectiveness and influence.
What you'll need:
- Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics
- Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics is preferred.
- 12 years of relevant work experience, with a preference for analytical and/or core strategy work within Wealth Management. Management consulting experience is preferred
- Depth of knowledge of principles and practices in 2 specific fields of specialization (ex. Advice channels, Service models, Capabilities and Technologies).
- Sophisticated executive demeanor, comfortable functioning at the highest levels of client organizations; excellent presentation skills, including strong verbal and writing capabilities.
- Seasoned leader with strong entrepreneurial drive, who thrives on intellectual challenge and raises the bar in terms of client service delivery.
- Demonstrable problem-solving, quantitative, and analytical skills are required.
- Strong verbal and written communication skills are required as the position will be responsible for significant thought leadership.
- Experience contributing to high-impact strategy assignments.
- Record of accomplishment of influencing, developing, and delivering strategy in midsize to large complex organizations.
- Excellent written, verbal, and interpersonal communication skills with an acute ability to listen attentively and to communicate effectively throughout all levels of the organization.
- Demonstrated entrepreneurial openness and ability to explore new possibilities and to approach issues differently; a visionary; intellectually agile.
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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
