Edward Jones

Lead Theme Strategist

Edward Jones$108K — $130K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in strategy, business analysis, consulting, or project management.
  • Experience collaborating with business leaders to define goals and implement tech solutions.
  • Familiarity with AI, analytics, and emerging tech applications.
  • Strong communication skills to simplify complex data for diverse audiences.
  • Ability to manage multiple cross-functional projects in a fast-paced environment.
  • Knowledge of qualitative and quantitative research methodologies.

Responsibilities

  • Collaborate with leaders to develop multi-year AI and tech roadmaps.
  • Consult on high-priority enterprise and division initiatives.
  • Identify and leverage data and technology to address complex challenges.
  • Create integration plans connecting stakeholders and processes across divisions.
  • Evaluate strategic options and provide data-supported recommendations.
  • Influence decision-making through effective storytelling and presentations.
  • Lead cross-functional teams in a matrixed organizational structure.

Benefits

  • Medical, dental, and vision coverage.
  • Retirement plan with 401k options.
  • Paid time off including vacation, sick days, and holidays.
  • Voluntary benefits such as accident and critical illness coverage.
  • Paid day for community volunteerism.
  • Employee assistance programs for personal support.
Full Job Description
Opportunity Overview

Are you energized by helping business leaders turn AI, data, and emerging technologies into measurable business results? Can you translate complex data, research, and technology concepts into clear recommendations that drive enterprise-wide decisions? If so, this may be the opportunity for you.

Our team partners with leaders across the firm to transform business strategy into actionable roadmaps powered by AI, analytics, data, insights, and emerging technologies. We help business areas identify and remove barriers to success, accelerate outcomes, and ensure investments align with both division priorities and enterprise strategy.

In this role, you will serve as a trusted consultant and strategic advisor to senior leaders, helping shape multi-year AI and technology strategies that drive meaningful business impact. You will work across divisions, connecting priorities, aligning stakeholders, and leading cross-functional teams to execute initiatives that support the firm's long-term vision.

This position requires a highly collaborative leader who can influence across a matrixed organization, navigate complex business challenges, and guide teams through ambiguity while maintaining a focus on outcomes.

What You'll Do
  • Partner with business leaders to develop and execute multi-year AI, analytics, data, and emerging technology roadmaps aligned to enterprise and division strategies.
  • Provide strategic consulting on multiple high-priority enterprise and division initiatives simultaneously.
  • Identify opportunities to leverage data, insights, AI, and technology to solve complex business challenges and accelerate business outcomes.
  • Build integration plans that connect stakeholders, priorities, processes, and capabilities across multiple divisions.
  • Evaluate strategic options, outline trade-offs, and provide recommendations supported by data, research, and a well-developed point of view.
  • Influence decision-making at all levels of the organization through compelling storytelling, communication, and executive-level presentations.
  • Lead cross-functional and multi-disciplinary teams in a matrixed environment, often without direct authority.
  • Coordinate people, processes, systems, and resources across teams to successfully deliver strategic initiatives.
  • Advise leaders on qualitative and quantitative research methodologies, helping determine the most effective approach to answer critical business questions.
  • Consult on the design, execution, and measurement of experiments, pilots, and interventions that drive business transformation.
  • Help business leaders evaluate results and determine whether strategies should be scaled, adjusted, or discontinued.
  • Manage priorities across multiple initiatives while ensuring project scope, timelines, risks, and quality standards are achieved.
  • Coach and mentor peers, team members, and leaders while serving as a role model for collaboration and enterprise thinking.
Where You'll Make an Immediate Impact
In this role, you'll contribute directly to some of the firm's most important strategic priorities, including:
  • Advancing enterprise AI adoption and future-of-work initiatives.
  • Shaping AI and analytics strategies that drive measurable business outcomes.
  • Connecting data, insights, and emerging technologies across multiple divisions.
  • Leading business-focused experimentation and innovation efforts.
  • Influencing the successful delivery of enterprise transformation initiatives.
  • Building stronger alignment between business strategy, technology investments, and organizational priorities.


Position Requirements

  • Minimum of 6 years of experience in strategy, business analysis, consulting, analytics, project management, or a related field, with a demonstrated ability to solve business problems and deliver results through cross-functional collaboration.
  • Experience partnering with business stakeholders to define objectives, gather requirements, and support the development and implementation of data, analytics, AI, or technology-driven solutions.
  • Working knowledge of AI, analytics, and emerging technologies, including the ability to understand business applications, identify opportunities, evaluate trade-offs, and support solution delivery.
  • Strong communication and presentation skills with the ability to translate complex concepts, data, and insights into actionable recommendations for a variety of audiences.
  • Experience contributing to cross-functional initiatives and managing multiple priorities in a fast-paced environment, with strong organizational, problem-solving, and relationship-building skills.
  • Understanding of quantitative and qualitative research, analytics, or business intelligence methodologies, with the ability to interpret findings and help drive informed business decisions.

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 Information

Edward 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.

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 Enterprise Technology Jobs

Find similar Lead Theme Strategist jobs: