What are the responsibilities and job description for the Senior Manager/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 individual to serve as a Senior Manager 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 Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives. The manager will support these efforts include co-leading decision-making exercises and strategy workshops, developing options and recommendations, and conducting scenario analysis.
What you'll do…
What you'll do…
- Collaborate with senior leadership to determine and implement strategic next steps, driving the firm's growth
- Offer consultative support to help executive leadership achieve multi-year plans and strategic initiatives
- Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm
- Support the maintenance of and modification to the firm's strategic plan through the management of a strategic planning process
- Drive measurement of progress against stated short, medium, and long-term strategies
- Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with and managing cross-functional teams as required
- Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications
- Track industry and competitive trends, and develops business outlook and forecasts where appropriate
- Lead a team of leaders and associates with mandates for strategy formulation and competitive insights
- Support the development of vision, mission, and long-term strategy with the senior management team
- 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 are preferred
- 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.
- The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)
- Capability to deliver ambiguous strategic projects end-to-end while contributing to the work of multiple other projects (including. coaching of junior colleagues)
- Ability to break down and solve problems through quantitative thinking and analysis
- Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations
- Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership
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.
