Job Information
Edward Jones Senior Manager -High Net Worth Wealth Management Strategy in Saint Louis, Missouri
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
Are you passionate about translating complicated problems into simple and actionable strategies? Do you have experience working on cross-functional projects and interacting with senior stakeholders on high-value objectives? Do you enjoy applying both an analytical and creative approach to business challenges? If so, this role may be a great fit for you.
The Senior Manager of Strategic Advisory will be a senior leader of a small, nimble team with deep industry expertise. This individual 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
Projects you'll may have an immediate impact on...
The Strategic Advisory team seeks to bring industry perspective, subject matter expertise, and a strategic lens to a variety of key enterprise projects.
The body of work focuses on objectives defined as top priority by senior leadership at the firm, and seeks to drive outsized value for clients, colleagues, and communities.
Projects may include working with business segment teams (i.e., High Net Worth, New to Wealth, Core Wealth), functional teams (i.e., product, digital/technology, advisory services), enterprise strategy, and field facing efforts (i.e., supporting advisor teams and growth).
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. Visit our career site 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:
Hiring Minimum: $136571
Hiring Maximum: $232541
Skills/Requirements
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 analytical and/or core strategy work within financial services.
What will make you stand out...
Management consulting experience is preferred
In-depth knowledge of the brokerage industry
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.
Awards & Accolades
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
About Us
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 Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
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