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Business Transformation Strategist-Firm Planning

Edward Jones
Jefferson City, USA
Closing date
May 19, 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.
Your acumen & influence, meaningful outcomes. If you have a passion for working with senior leaders, leveraging data to derive insights, problem-solving, and driving results at an enterprise level, this role at Edward Jones may be your next career choice.

Enterprise Operational Excellence is seeking a highly skilled and motivated professional with experience influencing and optimizing at an enterprise-level. Our team is responsible for driving sustainable, firm-wide efficiency and effectiveness, identifying opportunities and building an enterprise multi-year roadmap that can be integrated into financial plans, and improving speed to value. This role will be part of a team that collaborates across the firm to support strategies to reach short and long-term objectives and supports functional areas in developing plans to achieve OE targets and financial/resource restraints. A successful candidate will be a self-starter with strong business and financial acumen, ability to analyze data, derive insights, translate and make recommendations to stakeholders and exceptional communication skills with the ability to influence leaders .

What You'll Do:
  • Using functional business unit plans, evaluate opportunities and progress on achieving OE targets and creation of a multi-year roadmap of OE plans and impact measures
  • Identify and evaluate enterprise opportunities based on ROI delivered, benchmarks, KPI achievement and other key levers to help inform OE opportunities
  • Work with Senior Leaders in functions to establish output measurement and functional ROI reporting
  • Provide executive leadership support for multi-year plans and strategic initiatives.
  • Provide thought leadership, influence, and accountability to a range of stakeholders including executives, business unit leaders, and planning leads
  • Partner with support teams (including Finance, Human Capital & Technology) to develop and implement strategies to enable functions to achieve productivity improvements
  • Collaborate with Finance to define future year OE targets based on roadmap and financial plans
  • Improve enterprise OE measures (efficiency, speed to value, ROI, target achievement, capacity reinvestment, etc) to improve accountability for progress on goals beyond cost reductions

What You'll Need:
  • Bachelor's Degree or equivalent experience required
  • Master's Degree/MBA preferred
  • At least 5 years experience with one or more of the following: Quality / Process Improvement, Operational Excellence, Lean Six Sigma, Design Thinking, Financial Planning & Analysis, Business Consulting, Mergers & Acquisitions, Sourcing (with relevant certification preferred)
  • At least 10+ years experience in a people and/or project leader role required
  • Excellent interpersonal, written communication and presentation skills at all levels of the organization
  • Proven ability to effectively lead change initiatives and exercise influence without authority
  • Significant experience evaluating and documenting cost / benefit justification
What will set you apart:
  • 3+ years in an enterprise-level role
  • Experience with financial cost benefit analysis
  • Experience with multiple of the business improvement/transformation areas listed above
    Demonstrated experience influencing leaders, dealing with conflict, and driving enterprise change strategies and results
*Candidates that live within in 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.
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: $96471 - $164262
Category: Headquarters

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