Edward Jones

Senior Manager - Engagement Management Consultant

Edward Jones$100K — $130K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong background in strategy consulting, business analysis, or analytics, particularly in complex situations.
  • Knowledgeable in AI, analytics, and emerging technologies, able to shape solutions without engineering involvement.
  • Solid understanding of wealth management/financial services models and how technology influences performance.
  • Proven experience leading cross-functional teams and linking strategy to practical delivery operations.
  • Capable of analyzing and recommending diverse research methodologies to resolve business challenges.

Responsibilities

  • Collaborate with stakeholders to define business goals and develop relevant tech solutions.
  • Oversee the execution of initiatives from conception to delivery, ensuring alignment with business aims.
  • Lead workshops to facilitate decision-making and align on high-priority initiatives.
  • Break down complex business issues into data-backed recommendations and actionable insights.
  • Manage cross-functional delivery teams to execute effective, regulated solutions.
  • Measure progress and impact of AI/analytics initiatives against business objectives.
  • Present strategies and execution plans to senior leadership in a clear manner.
  • Keep abreast of market trends to underscore solution development and identify new opportunities.

Benefits

  • Medical, dental, and vision plan options, including voluntary benefits like critical illness insurance.
  • 401k retirement plan with possible bonuses and profit-sharing opportunities.
  • Generous vacation policy with 15 days off plus personal and sick days.
  • Ten paid holidays and a paid day for volunteer work annually.
  • Employee Assistance Program for associate support.
Full Job Description
Opportunity Overview

The Senior AI and Emerging Tech Engagement Manager is a senior advisor and delivery leader who partners directly with business owners and enterprise leaders to shape and execute high-impact AI, emerging technology, and analytics initiatives. This role sits at the intersection of strategy, innovation, and execution, helping turn ambitious ideas into measurable business outcomes.

Serving as a trusted consultant, you will translate complex and ambiguous strategic priorities into actionable solution designs, align diverse stakeholders, and ensure initiatives deliver real business value. As a leader within a small, high-impact consulting team, you will bridge vision and execution-moving initiatives from concept to reality in a fast-changing technology landscape.

This role is ideal for someone who enjoys working with senior leaders, thrives in ambiguity, and is passionate about applying AI and emerging technologies to solve meaningful business problems.

Key Responsibilities:
  • Partner with business owners and enterprise leaders to define desired business outcomes and shape AI, emerging technology, and analytics solutions that directly support those outcomes.
  • Lead end-to-end execution of strategic initiatives, from problem framing and solution design through delivery oversight and value realization.
  • Facilitate executive-level working sessions and workshops to drive alignment, decision-making, and prioritization for complex, high-impact initiatives.
  • Translate ambiguous business challenges into clear hypotheses, options, and recommendations supported by data, analytics, and emerging technology capabilities.
  • Co-lead cross-functional teams (technology, analytics, risk, operations) to ensure solutions are feasible, well-governed, and executed effectively.
  • Drive measurement of progress and outcomes, ensuring AI and analytics initiatives deliver against stated short-, medium-, and long-term business objectives.
  • Communicate strategy, execution plans, and progress to senior leadership through clear, compelling presentations and written materials.
  • Monitor industry, competitive, and technology trends to inform solution design and proactively identify new opportunities for impact.
  • Apply a detailed understanding of both qualitative and quantitative research methodologies and sampling designs to make recommendations to senior leaders on research approach; explaining the benefits (and drawbacks) of the design.

This position is known internally as Senior Manager - Themes Strategist

Position Requirements

Minimum Experience:
  • Strong foundation in strategy consulting, business analysis, or analytics, with experience advising senior leaders on complex, ambiguous initiatives.
  • Working knowledge of AI, analytics, and emerging technologies sufficient to shape solutions, assess trade-offs, and guide execution (not hands-on engineering).
  • Deep understanding of wealth management and/or financial services business models, including how technology and analytics drive growth, efficiency, and client outcomes.
  • Proven ability to lead cross-functional delivery and translate strategy into executed outcomes.
  • Understand, analyze, and recommend various research methodologies (both qualitative and quantitative) to address firm-wide business issues. Knowledge of statistics and analytical methodologies.

Preferred experience:
  • Advanced degree or certifications in Business, Analytics, Finance, Economics, or related fields.
  • Prior experience shaping or delivering AI-enabled or analytics-driven solutions in regulated environments.
  • Exposure to digital wealth management, practice management, or asset management, with a strong grasp of advisor and client workflows.
  • Familiarity with value measurement, benefits realization, and change management for enterprise technology initiatives.

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

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