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Department Leader, Firm Strategy

Edward Jones
Springfield, USA
Closing date
Apr 20, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 .

1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones is seeking a highly skilled individual to serve as Department Leader, Firm Strategy .

The Competitive Insights team in the Firm Strategy division is responsible for scanning the external environment to inform the firm's strategic choices, assessing performance relative to the industry, and identifying new business opportunities. Edward Jones is seeking a highly skilled individual to lead the Competitive Insights team and serve as Department Leader, Firm Strategy.

Key Responsibilities include the following:
  • Support the development of long-term strategy with the senior management team through delivery of competitive insights.
  • Provide consultative support to help executive leadership achieve multi-year plans and strategic initiatives.
  • Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with, and managing cross-functional teams as required.
  • Communicate around strategic issues 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 associates with mandates for strategy formulation and competitive insights.
  • Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm.
  • Identify potential strategic opportunities for the firm to pursue as part of its enterprise strategy.
  • Build industry relationships and participates in external conferences.
  • 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 analytical and/or core strategy work within financial services. Management consulting experience is preferred, and in-depth knowledge of the brokerage industry is an additional plus.
  • Prior leadership experience is required.
  • Demonstrable problem-solving, quantitative, and analytical skills are required.
  • Familiarity with financial statements, valuation and financial modelling 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 is required.
  • Experience managing contributions to the work of multiple projects is required.
At Edward Jones, w e 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:

Check out our Canadian awards and accolades: 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. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary: $136571 - $232541
Category: Headquarters

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