Business Transformation Strategist - Firm Planning at Edward Jones

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 **

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 supports functional areas in developing plans to achieve OE targets and financial/resource restraints, and collaborates across the firm to support strategies to reach short and long-term objectives. 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.

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. **

What You'll Do

• Using functional business unit plans, create a multi-year roadmap of OE plans and impact measures
• Develop functional OE scorecards 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

Benefits

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: $92984

Hiring Maximum: $158325 **

Skills/Requirements**

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

Preferred

• 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.

Awards & Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

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.