Edward Jones

Senior Manager - Strategic Advisory

Edward Jones$182K — $311K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or Economics; advanced degrees preferred.
  • 7-10 years of relevant experience in strategy consulting or financial services.
  • Deep expertise in Wealth Management and experience with HNW clients and digital wealth management.
  • Proven ability to handle ambiguous strategic projects and mentor junior colleagues.
  • Strong analytical skills to solve complex problems quantitatively.
  • Experience in high-impact strategy assignments and adapting to change.
  • Effective verbal and written communication skills for thought leadership.

Responsibilities

  • Collaborate with senior leaders to implement strategic growth initiatives.
  • Provide consultative support for multi-year strategic plans.
  • Facilitate strategy workshops with cross-functional stakeholders.
  • Manage strategic planning process and modify the firm's strategic plan as needed.
  • Measure progress on strategic goals and initiatives.
  • Analyze high-impact strategic issues and lead cross-functional teams as necessary.
  • Communicate strategic priorities through presentations and written reports.
  • Track industry trends and develop business forecasts.

Benefits

  • Comprehensive medical and prescription drug coverage.
  • Dental and vision insurance.
  • 401k retirement plan and tax-advantaged accounts.
  • Generous paid time off including 15 vacation days, sick time, personal days, and volunteerism day.
  • Short- and long-term disability, life, and AD&D coverage at no cost.
  • Eligibility for bonuses and profit sharing.
  • Access to an Employee Assistance Program.
Full Job Description
Opportunity Overview

Overview:
Edward Jones is seeking a highly skilled individual to serve as a Senior Manager within a newly created Strategic Advisory team. This individual will be a senior leader of a small, nimble team with deep industry expertise. The Senior Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives. The manager will support these efforts including co-leading decision-making exercises and strategy workshops, developing options and recommendations, and conducting scenario analysis.

What you'll do...
  • Collaborate with senior leadership to determine and implement strategic next steps, driving the firm's growth
  • Offer consultative support to help executive leadership achieve multi-year plans and strategic initiatives
  • Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm
  • Support the maintenance of and modification to the firm's strategic plan through the management of a strategic planning process
  • Drive measurement of progress against stated short, medium, and long-term strategies
  • Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with and managing cross-functional teams as required
  • Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications
  • Track industry and competitive trends, and develops business outlook and forecasts where appropriate
  • Lead a team of leaders and associates with mandates for strategy formulation and competitive insights
  • Support the development of vision, mission, and long-term strategy with the senior management team


Position Requirements

What You'll Need...
  • Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred
  • 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.
  • The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)
  • Capability to deliver ambiguous strategic projects end-to-end while contributing to the work of multiple other projects (including. coaching of junior colleagues)
  • Ability to break down and solve problems through quantitative thinking and analysis
  • Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations
  • Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

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.

Talent Capability and Generations Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

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.

Salary range for candidates located in St. Louis, MO

Hiring Minimum: $144,000.00
Hiring Maximum: $245,100.00

Salary range for candidates located in New York, New York

Hiring Minimum: $182,160.00
Hiring Maximum: $310,052.00

Salary range for candidates located in San Francisco, California

Hiring Minimum: $182,880.00
Hiring Maximum: $311,277

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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