What are the responsibilities and job description for the Senior Firm Strategy Analyst 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.
The Senior Firm Strategy Analyst role exists to advance major bodies of work that help Edward Jones build, refine, and activate long-term enterprise strategy. Senior Firm Strategy Analysts partner with appropriate firm leaders and stakeholders to develop creative, coherent strategic choices and actions, then drive alignment to activate them.
What Do you'll do...
What Do you'll do...
- Lead cross-functional teams and align stakeholders in the development and implementation of strategy at all levels of the firm (enterprise, business segment, functional).
- Engage and influence senior stakeholders of the firm in the development of and activation of enterprise strategy; lead enterprise decision-making exercises (e.g., formulation of enterprise strategy through workshops, creation of strategic objectives)
- Operate autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress
- Build executive-ready deliverables (e.g., PowerPoint decks, narrative memos) that effectively synthesize issues and recommendations, communicate progress, and advance the work of the individual and the team
- Structure workplans that thoughtfully and inclusively drive work forward; align them with relevant stakeholders and manage appropriate interactions throughout the course of work (e.g., regular cadences, others points of contact)
- Structure ambiguous problems and issues facing the firm/division/team—identify key topics for analysis and select appropriate approach to analyze
- Drive analysis using both qualitative and quantitative (e.g., financial modeling, analysis) methods, engaging relevant subject matter experts inside and outside the firm where appropriate, to generate insights and recommendations that advance strategic thinking of the enterprise.
- Facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement
- Develop and maintain relationships with internal stakeholders to ensure key business questions and needs are addressed
- Develop self by identifying opportunities for growth and execute a development plan aligned with team leader to grow
What you'll need...
- Bachelor's degree is required with emphasis in business, analytics, economics, or other quantitative field (or relevant work experience).
- 6 years of relevant work experience, preferably in corporate strategy, management consulting, investment banking, or analytics role.
- Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
- Advanced problem solving skills, ability to develop a detailed work plan, and ability to influence to execute on the plan
- Works effectively both independently and in a team environment
- Ability to influence associates and leadership up to the executive management level using verbal, written, and presentation skills.
- Advanced Microsoft PowerPoint, Excel, and Word
- MBA preferred
- Prior experience in brokerage, financial or banking industry
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.
