Opportunity OverviewDrive Strategic Business Performance Across One of Edward Jones' Most Important Business Segments
At Edward Jones, our success depends on making informed decisions that drive growth, create value, and deliver exceptional results for our clients and branches. As a Business Performance Leader, you'll play a highly visible and influential role at the center of those decisions.
Partnering with senior leaders across the Wealth and Field Management organization, you'll transform business and financial data into actionable insights that shape strategy, guide investment decisions, and improve performance. You will lead critical business review processes, performance reporting, and planning activities that help leaders understand what is working, identify opportunities for growth, and allocate resources to the areas with the greatest impact.
In this role, you'll collaborate with stakeholders across the enterprise to establish ambitious goals, measure progress, and drive accountability for results. You'll also influence multi-year business planning efforts, helping leaders navigate tradeoffs, prioritize investments, and accelerate profitable growth. If you're energized by solving complex business challenges, partnering with executive leaders, and using data to drive meaningful outcomes, this is an opportunity to make a significant impact on the future of the firm.
What You will Do:
- Lead strategic and operational planning for assigned divisions, partnering with Division and Market Leaders to establish priorities, allocate resources, and develop actionable business plans.
- Serve as a strategic advisor to senior leaders, leveraging data-driven insights, root cause analysis, and tradeoff recommendations to improve business performance and support decision-making.
- Lead monthly performance reviews and business assessments, providing actionable insights, recommendations, and performance improvement strategies to achieve division and market objectives.
- Develop forecasts, targets, and performance projections for revenue, expenses, productivity, and growth, enabling effective planning and resource management.
- Identify growth and performance improvement opportunities through analysis of financial, operational, sales, and productivity data, translating findings into strategic actions.
- Drive reporting, analytics, and cross-functional collaboration, partnering with Finance, Human Capital, Analytics, and market teams to deliver insights, monitor progress, and support business goals.
Position RequirementsWhat You Will Need:
- Bachelor's degree in Business, Finance, Economics, Accounting, Analytics, Management, or a related field.
- Series 7
- SIE required.
- 7+ years of leadership experience in business performance, strategy, finance, business analytics, consulting, operations, or a related field.
- Demonstrated ability to partner with senior leaders to develop strategy, establish priorities, allocate resources, and drive business results.
- Strong analytical, problem-solving, and business acumen, with experience evaluating performance data, identifying opportunities, and translating insights into actionable recommendations.
- Experience leading business reviews, forecasting, budgeting, annual planning, and executive-level reporting to support informed decision-making and performance outcomes.
What is Preferred:
- Series 66
- MBA, CFA or Other Advanced Degree
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.Salary InformationEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
