What are the responsibilities and job description for the Strategic Consultant 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.
Role Description:
The National Campaign Management Strategic Consultant analyzes and understands relative opportunity across markets and divisions, partners with a variety of functional areas to describe that opportunity and inform differential resourcing, regularly rebalances resources to achieve greatest benefit in alignment with functional leaders within constraints, and during planning works to align opportunity, resourcing, and objectives to achieve overall USBU objectives. As timely opportunities arise, this associate partners with functional areas and resource alignment teams to facilitate short- or medium-term strategies and campaigns, leveraging CRM tools and associated technologies. Aligned with field, functional, and enterprise planning calendars, leads aspects of and works to improve the planning process, support the business performance team and market leaders/division leaders in creating and documenting annual and long-term plans, and coordinate and communicate campaign management and planning process across broader team and firm.
Key Responsibilities:
The National Campaign Management Strategic Consultant analyzes and understands relative opportunity across markets and divisions, partners with a variety of functional areas to describe that opportunity and inform differential resourcing, regularly rebalances resources to achieve greatest benefit in alignment with functional leaders within constraints, and during planning works to align opportunity, resourcing, and objectives to achieve overall USBU objectives. As timely opportunities arise, this associate partners with functional areas and resource alignment teams to facilitate short- or medium-term strategies and campaigns, leveraging CRM tools and associated technologies. Aligned with field, functional, and enterprise planning calendars, leads aspects of and works to improve the planning process, support the business performance team and market leaders/division leaders in creating and documenting annual and long-term plans, and coordinate and communicate campaign management and planning process across broader team and firm.
Key Responsibilities:
- Lead end-to-end multi-year planning process with specific functional areas/objectives to achieve aspirational yet achievable business objectives through field and home office partnership. Align enterprise objectives and outcomes driven by USBU with region, market, and division objectives, negotiated through our MM process and optimization model. Support business performance team and market/divisions in crating and documenting annual and long-term plans.
- Develop, enhance, and execute quantitative segmentation diagnostics, aligning specific opportunities and functional resources to drive growth, efficiency and financial performance, informed by performance data, relative opportunity, and competitive intelligence. Partners with Market Leadership, Key Stakeholders and USBU to implement strategic priorities with a market segmented approach – to drive shared outcomes and resource allocation. Integrates the results of work into intra-year resource reallocation discussions
- Orchestrate national execution strategies and campaigns leveraging technology, CRM tools and AI; Establish and lead short- and medium-term sales campaigns, in alignment with specific market opportunities, in partnership with functional areas. Establish measurement strategy and refines future campaigns, resourcing, and goal setting based on regular review and analysis.
- Continually partners across business performance organization to provide updates on progress of strategies and campaigns, relative benefit, impact on business metrics or financial performance, integrating into regular performance review discussions. Proactively develops tools and processes to identify future opportunities and potential campaigns / areas of support.
- Partners across team and enterprise to align with planning and review calendars. Creates Job Aides, FAQs, and facilitates training around planning process and associated tools. Helps build acumen across team and market leaders and division leaders or process, tools, and specific diagnostics.
Skill Requirements:
- Analytical thinking with ability to problem solve using key metrics and data analysis
- Competitive Intelligence
- KPI/Metric Design
- Decision Support
- Market Segmentation
- Resource Optimization
- Minimum Education: Bachelor's Degree or equivalent experience
- Preferred Education: Master's Degree
- Minimum Experience: 3-5 Years
- Preferred Experience: 6-10 Years
- Series 7: Preferred
- Series 66: Preferred
- MBA, CFA, or comparable Advanced Degree: Time of Hire
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.
