Edward Jones

Director of Optimization and Enablement

Edward Jones$120K — $150K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in financial services, focusing on brokerage operations
  • 10+ years of leadership experience managing teams and projects
  • Bachelor's degree required; advanced degree preferred
  • Ability to obtain regulatory licenses (CPH, CSC, LLQP, PDO) within specified timelines
  • Deep knowledge of regulatory frameworks and risk control environments

Responsibilities

  • Align operational capabilities with business strategy
  • Lead business planning and long-term roadmap development
  • Oversee regulatory and strategic initiative portfolios
  • Enhance operational efficiency and reduce risk through process improvements
  • Build and lead high-performing teams for business and transformation initiatives
  • Engage with senior leaders across business units and external stakeholders
  • Champion automation and digital solutions through technology partnerships

Benefits

  • Participation in a rewards program promoting long-term career growth
  • Access to benefits, bonuses, and profit sharing
  • Support for financial security and well-being
  • Opportunity to develop and lead innovative projects
  • Engaging work environment with cross-functional collaboration
Full Job Description
Opportunity Overview

The Director of Optimization & Enablement plays a critical leadership role within Canada Operations, ensuring operational teams are aligned, equipped, and positioned to deliver both day-to-day excellence and long-term strategic transformation. Reporting into senior Canada Operations leadership, this role drives business enablement through operational optimization, portfolio leadership, and technology execution.
Strategic Enablement
  • Align operational capabilities to business unit and enterprise strategy
  • Lead business planning and multi-year roadmaps for tools, platforms, and capabilities
  • Deliver scalable, compliant solutions enabling both growth and regulatory alignment

Portfolio & Transformation Leadership
  • Oversee a portfolio of regulatory and strategic initiatives
  • Drive governance, prioritization, and resource optimization
  • Ensure transparency through structured reporting and execution discipline
Operational Excellence & Risk Management
  • Lead process optimization to improve efficiency, reduce risk, and enhance client/advisor experience
  • Oversee quality assurance, control testing, and continuous improvement frameworks
  • Leverage data and insights to drive performance outcomes
People Leadership & Capability Building
  • Build and lead a high-performing team across run-the-business and transformation initiatives
  • Develop talent and foster a culture of accountability, innovation, and collaboration
Stakeholder & Industry Engagement
  • Partner with senior leaders (Directors, GPs, Executives) across business units and enterprise functions
  • Engage with external stakeholders including regulators, vendors, and industry bodies
Technology & Vendor Leadership
  • Partner with Technology and external vendors to deliver scalable, efficient solutions
  • Govern vendor performance, risk, and value realization
  • Champion automation and digital enablement
Financial Stewardship
  • Manage budgets and financial performance aligned to business objectives
  • Apply disciplined financial decision-making, including risk/return trade-offs
  • Identify opportunities for efficiency (OE) and capacity optimization (FTE)
Escalation Leadership
  • Serve as a senior escalation point for complex, high-risk operational issues


Position Requirements

  • 15+ years in financial services, with deep brokerage operations expertise
  • 10+ years of leadership experience managing teams and complex initiatives
  • Bachelor's degree required; advanced degree preferred
Licenses (or ability to obtain)
  • CPH (6 months)
  • CSC (9 months)
  • LLQP (12 months)
  • PDO (18 months)
Core Capabilities
  • Deep expertise across brokerage operations
  • Strong understanding of regulatory frameworks, risk, and control environments
  • Proven ability to lead large-scale transformation and operational improvement
  • Strong technology acumen, including automation and digital enablement
  • Financial acumen with focus on cost, efficiency, and value creation
  • Exceptional cross-functional leadership and stakeholder management


Salary Information

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.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Founded
1997

Similar Jobs

More Jobs at Edward Jones

More Finance & Insurance Jobs

Find similar Director of Optimization and Enablement jobs: