Opportunity OverviewTeam Overview: We are seeking a highly strategic, results-driven Lead Practice Strategy Consultant to serve as a senior advisor to some of the firm's largest and most sophisticated wealth management practices. This role supports teams managing $500 million to $1 billion+ in Assets Under Management (AUM), guiding advisors and branch leaders through complex growth, succession, acquisition, compensation, and business transformation initiatives.
As a trusted partner to senior leadership and top-producing advisors, you will design and deliver impactful consulting engagements that drive sustainable growth, operational excellence, advisor retention, and enhanced client experiences. This role requires a combination of strategic consulting expertise, financial acumen, organizational design experience, and executive-level influence.
The Lead Practice Strategy Consultant operates with a high degree of autonomy and visibility, helping to shape enterprise priorities while developing innovative solutions for the firm's most valuable practices.
What You'll Do - Partners with financial advisors, practice leaders, and senior stakeholders to develop and execute strategies that drive business growth, profitability, and long-term enterprise value.
- Consult on advanced practice management initiatives, including organizational design, client segmentation, service models, capacity planning, and operational scalability.
- Advise on complex business decisions related to compensation structures, incentive programs, ownership models, succession planning, and team development.
- Analyze practice performance, financial results, and growth opportunities to deliver actionable insights and recommendations that enhance business outcomes.
- Lead strategic consulting engagements with advisor teams and leadership, facilitating alignment, influencing key decisions, and driving execution of business priorities.
- Support business transitions and growth initiatives, including acquisitions, succession events, team restructuring, and ownership changes.
- Develop and implement frameworks, tools, and thought leadership that elevate practice management capabilities and create scalable impact across the organization.
- Stay abreast of industry trends, market dynamics, and emerging growth strategies to help advisors and leadership teams navigate an evolving wealth management landscape.
Position RequirementsWhat Experience You Need- Bachelor's degree in finance or related field
- 8 to 10 years of experience years of experience in financial services or a related field, serving as a Senior Advisor to financial advisory practices with at least $500 million in assets under management (AUM) and supporting clients with sophisticated wealth management needs.
- Active Series 7 and 66 licenses
What Would Set You Apart- An MBA or masters in a related field
- 10 plus years of experience years of experience in financial services or a related field, serving as a Senior Advisor to financial advisory practices with at least $500 million in assets under management (AUM) and supporting clients with sophisticated wealth management needs.
"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.
