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Business Optimization Strategist-Firm Planning

AT Edward Jones
Edward Jones

Business Optimization Strategist-Firm Planning

St. Louis, MO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

Your acumen, influence and resilience will deliver meaningful outcomes. If you have a passion for working with senior leaders, leveraging data to derive insights, problem-solving, and driving results at an enterprise level, this role at Edward Jones may be your next career choice.

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Enterprise Operational Excellence (OE) is seeking a highly skilled and motivated professional with experience influencing and optimizing at an enterprise-level and effectively navigating ambiguity. Our team is responsible for driving sustainable, firm-wide efficiency and effectiveness, identifying opportunities and building an enterprise multi-year roadmap that can be integrated into financial plans, and improving speed to value. This role will be part of a team that supports business areas in developing plans to achieve Operational Efficiency targets and financial/resource restraints and collaborates across the firm to support strategies to reach short and long-term objectives. A successful candidate will be a self-starter with strong business and financial acumen, ability to analyze data, derive insights, translate and make recommendations to stakeholders and exceptional communication skills with the ability to influence leaders.

What You'll Do:

  • Using business area plans, evaluate opportunities and progress on achieving OE targets and creation of a multi-year roadmap of OE plans and impact measures
  • Work with Senior Leaders in business areas to establish output measurement and functional ROI reporting
  • Serve as a thought partner in identifying and guiding execution towards large, multi-year Enterprise-wide efficiency projects, collaborating across business areas to deliver KPIs and ROI.
  • Provide executive leadership support for multi-year plans and strategic initiatives
  • Provide thought leadership, influence, and accountability to a range of stakeholders including executives, business unit leaders, and planning leads; navigate through ambiguity to effectively deliver results
  • Partner with support teams (including Finance, Human Capital & Technology) to develop and implement strategies to enable functions to achieve productivity improvements
  • Collaborate with Finance to define future year OE targets based on strategies and financial plans
  • Improve enterprise OE maturity to leverage sustainable OE efforts beyond just cost reductions

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $96471
Hiring Maximum: $164262

Skills/Requirements

What You'll Need:

  • Bachelor's Degree or equivalent experience required
  • Master's Degree/MBA preferred
  • At least 10 years experience in a people and/or project leader role
  • Demonstrated experience influencing leaders, dealing with conflict, and driving enterprise change strategies and results; Experience driving results on organization-wide strategies
  • Strong business and financial acumen; Experience using quantitative data to make decisions, including financial cost benefit analysis
  • Excellent interpersonal, written communication and presentation skills at all levels of the organization
  • Proven ability to effectively lead change initiatives and exercise influence without authority
  • Significant experience evaluating and documenting cost / benefit justification

Preferred:

  • 3+ years in an enterprise-level role
  • At least 5 years experience with one or more of the following: Quality / Process Improvement, Operational Excellence, Lean Six Sigma, Design Thinking, Financial Planning & Analysis, Business Consulting, Mergers & Acquisitions, Sourcing (with relevant certification preferred)

*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-HO

Client-provided location(s): St. Louis, MO, USA
Job ID: Edward_Jones-20484_338016379
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Mental Health Benefits
    • FSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Assistance Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement