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
Market Management represents an exciting evolution in Edward Jones' 100+ year history, reflecting how we support our geographic markets differently based on their unique opportunity. If you are someone who enjoys synthesizing information from a variety of sources to deeply understand local business opportunities and connect to actionable strategies, this could be the opportunity for you!
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The Business Performance Director supports the Market Management Leadership team, leading a team of business performance leaders and consultants to deliver regular business performance reviews with a goal to communicate metric outcomes and financial results, drive accountability, and facilitate resource tradeoffs to achieve Business Unit objectives. The leader will regularly work across the firm and with market management stakeholders to create timely standard and proactive ad-hoc reporting, align on and execute against ambitious annual business objectives, and support a multi-year planning process that optimizes growth, efficiency, and the increase of healthy, long-term market share.
What You'll Do:
- Lead and develop an experienced business performance team that supports market leaders understand specific geographic opportunity, identify and execute business strategies to address that opportunity, and help craft short- and long-term plans to deliver on business objectives.
- Lead, optimize, and enhance the Monthly Performance Review process for Market Management improving national best practices, and in partnership with key stakeholders provide strategic, analytic, financial, and operational consulting on potential adjustments to achieve objectives.
- Develop Metrics that Matter and other key data and reporting sources with stakeholders, enabling teams to identify the biggest opportunities across divisions and markets. Direct the development of ad-hoc reporting improving the "state of the art" across all divisions, to identify relevant business strategies, aid root cause analysis, and articulate trade-offs.
- Facilitate annual and ongoing strategic and operational planning at Market Management level in concert with the Leadership Team, negotiating resourcing across markets, divisions, and segments and documenting long range plans to drive accountability.
- Set processes to analyze and communicate sales and expense forecasts and develop targets to achieve a sustainable business model aligned to market and division outcomes. Account for competitive landscape and specific competitors when shaping plans and strategies.
- Collaborate with, and influence across, peers and leadership within business performance team, escalating opportunities and best practices to drive organizational improvements, present and influence at senior most branch development and enterprise levels. Partner across organization broadly, including Human Capital, Firm Analytics, Finance, and Data & Insights organizations.
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.
Hiring Minimum: $163886
Hiring Maximum: $279048
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Skills/Requirements
What you'll need:
- Advanced Degree or designation/certification required (e.g., MBA, CFA, CPA)
- 11-14 years of relevant work experience preferred
- 5-7 years of people leadership experience required
- SIE and Series 7 Top-off preferred
- Strong knowledge of the industry or firm and its business practices and processes
- Strong knowledge of a field structure and market operating system
- Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable tools (e.g., Tableau, Power BI)
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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
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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.
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