Opportunity OverviewThe Head of Data is a transformational enterprise leader responsible for redefining how Edward Jones competes through data, elevating data from a supporting capability to a core, strategic asset that powers advice, digital experiences, and AI at scale. This role will architect and lead a multi-year transformation to a modern, product-oriented enterprise, embedding Data-as-a-Product, AI-ready data foundations, and real-time intelligence into the fabric of the firm. The Head of Data will build a best-in-class data ecosystem, spanning structured and unstructured data (e.g. client interaction, transcripts, behavioral signals), to enable hyper-personalized, knowledge-powered advice in real time. Reporting as a senior enterprise leader, this individual will operate at the intersection of business, technology, and innovation, shaping how data is created, governed, and consumed across analytics, AI, and client-facing capabilities. They will partner closely with business segments, Digital, EJ Labs, Risk, and Compliance to modernize the operating model, unlock enterprise value, and position Edward Jones as a data and AI leader in wealth management.
What you'll do:- Lead the enterprise data vision: Drive a bold, enterprise-wide data strategy that positions data as a core enabler of Edward Jones' ambition to become a knowledge-powered, AI-enabled advisory firm. Define clear business outcomes, KPIs, and value realization pathways, including opportunities to unlock data assets, and align the organization around a shared, ambitious vision.
- Lead the shift to data-as-a-product capability: Build and scale a true Data-as-a-Product capability, with domain-aligned data products that are reusable, high-quality, and governed, with clear ownership, SLAs, and measurable adoption across the enterprise.
- Establish a business-owned data governance: Implement and evolve the enterprise data governance framework, establishing a strong Data Governance Council and embedding true business ownership and stewardship across domains. Ensure data quality, integrity, privacy, & regulatory compliance, while elevating governance to enable trusted, scalable data for analytics and AI.
- Enable AI, advanced analytics, and real-time intelligence: Partner with Product, Technology and EJ Labs leadership to power advanced analytics, ML, and GenAI use cases through AI-ready ("platinum layer") data products. Enable real-time and event-driven data capabilities and integrate unstructured data (e.g., transcripts, notes, documents) to support next-best-action and personalized client experiences.
- Knowledge architecture & semantic enablement: Lead the development of a robust enterprise knowledge architecture, including a business glossary, ontology, and semantic layer, to create a consistent enterprise-wide understanding of data. Enable discoverability, interoperability, and AI reasoning through well-defined metadata and knowledge frameworks.
- Modernize & optimize data platforms: Own and oversee the evolution of scalable, secure, and cost-efficient data platforms (e.g., Snowflake, Databricks) to support enterprise-wide data and AI use cases. Drive the development of reusable technical data components (e.g., ingestion pipelines, transformation frameworks, connectors and business rules engine & analytical services for data mastering, aggregation, derivation, and quality control) to enable scalable, self-service data and analytics capabilities, while maintaining strong platform performance and cost discipline.
- Transform the operating model: Establish a clear enterprise data operating model, driving accountability across business stakeholders, Engineering, and Data, and enabling seamless collaboration with reduced dependencies and faster time to value.
- Build and scale world-class data talent: Own the development of a world-class data organization, attracting, developing, and retaining top talent aligned to the firm's long-term ambitions, while reinforcing a clear, shared vision and ensuring internal teams are aligned to deliver enterprise data priorities.
- Stakeholder Engagement: Serve as a key advisor to the firm's Executive Leadership Team and other key senior level roles, Investment Committees, and Risk leaders on data strategy, priorities, and investments.
- Vendor & Cost Management: Drive data vendor strategy and platform economics to ensure scalability, cost discipline, and long-term value.
Position RequirementsWhat you'll need: - Deep understanding of financial instruments across wealth and asset management
- Enterprise data governance frameworks and regulatory compliance requirements
- Modern cloud-based data architecture (lakehouse, warehouse, data mesh)
- Data quality management and metadata/lineage practices
- Data-as-a-Product and domain-oriented data ownership models
What will set you apart:- AI/ML enablement architecture and feature store concepts
- Financial services regulatory landscape (SEC, FINRA, ERISA, GDPR, CCPA)
- FinOps and data cost optimization practices
- Commercialization of data products
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.
