Edward Jones Investments

Compensation

Full Description

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… • 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 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 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 • *Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** Skills: Accounting, Analysis Skills, Asset Management, Business Development, Coaching, Communication Skills, Competitive Analysis/Strategy, Consulting, Cross-Functional, Economic Analysis, Economics, Ecosystems, Finance, Financial Services, Forecasting, Industry/Trade Analysis, Leadership, Multitasking, Problem Solving Skills, Quantitative Analysis, Strategic Analysis, Strategic Planning, Team Lead/Manager, Thought Leadership, Wealth Management About the Company: Edward Jones Investments