Senior Strategy Analyst, Transformation Office
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 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Firm Transformation Office (TO) leads the strategic implementation, coaching, and execution support for our business and culture transformation to be a market segmented, business leader led, team based organization and allow us to create sustainable competitive advantage over the long-term, and shape aspirations, develop initiatives, and lead end-to-end execution across our transformational journey to human centered complete wealth management. SENIOR STRATEGY ANALYST Edward Jones is seeking a highly skilled individual to serve as a Senior Strategy Analyst within Firm Transformation Office (TO) to support the development of vision, mission and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams. KEY RESPONSIBILITIES:
Help develop strategic objectives through analysis of internal research, external development.
Lead research and modelling efforts that aid in the creation and maintenance of the firm's strategic plan.
Support the measurement of progress against stated short, medium, and long-term strategies.
Analyze 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.
Lead strategic analysis based on competitor developments and industry announcements related to products/solutions, partnerships, services, and financial data to prepare recommendations for decision-making by senior leaders.
Support strategic exercises and various strategy workshops with stakeholders across the firm.
Manage external resources and vendors to execute market research, data analysis, and reporting to ensure cost-efficient, accurate, and timely completion of projects.
Develop and maintain relationships with internal stakeholders to ensure key business questions and needs are addressed in support of firm strategic initiatives.
Respond to ad hoc internal requests for competitive and industry insights.
Support design thinking, business canvas, and other strategic engagements to ensure strategic alignment of the firm's portfolio of projects.
POSITION QUALIFICATIONS:
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.
8+ years of relevant work experience, with a preference for analytical and/or core strategy work within financial services. Management consulting experience is preferred.
Demonstrable problem-solving, quantitative and analytical skills are required.
Ability to conduct complex financial analyses, forecasts, and general modelling skills are required.
Strong verbal and written communication skills are required as the position will be responsible for clearly articulating analyses and recommendations to senior leaders and colleagues.
Experience contributing to high-impact strategy assignments is preferred.
Experience managing contributions to the work of multiple projects is preferred.
FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list – the highest ranking among the financial-services industry!
Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
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. 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:
[] Salary: $105753 - $180067 Category: Analytics and Insights, Human Resources