Enterprise Operational Excellence (OE) is seeking a highly skilled and motivated professional with experience influencing and optimizing at an enterprise-level and effectively leading through change and 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 leads of a team of professionals that supports business areas in developing plans to achieve OE 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 senior leader 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 executive-level leaders.

What you'll do...

The Director of Enterprise Optimization role within Firm Planning and Strategic Execution (FPSE) serves as an enterprise leader of home office efficiency and effectiveness at a Fortune 300 company, ensuring the firm's ability to redeploy talent and resources towards high priority work, enabling firm strategies and operational efficiencies. The Director identifies and operationalizes strategies, develops measures and builds systems of accountability, and integrates operational efficiency and resource management into the firm's financial and business plans

This is a senior-level leadership role, leading a team of experienced professionals that operate at an enterprise-level, and directly leads in the Operating Committee's responsibility of blueprinting an operationally efficient organization. There is accountability for delivering on annual firm efficiency targets and multi-year efficiency plans in the hundreds of millions of dollars.

• Creates the enterprise efficiency strategies for operational efficiency and resource management, aligning to the firm's strategy and priorities and defining OKRs to advance those strategies. Accountable for outcomes that positively impact our firm's operating leverage - growing revenue, reducing expenses, or both.
• Provide executive and senior leader level strategic consulting and thought leadership; continuously improve the Firm's acumen through educating senior leaders as well as recommending an optimal or preferred solution to influence strategic direction; deliver original insights on opportunities for enhancing Firm performance.
• Provide executive leadership support for firm ambition and multi-year plans and strategic initiatives with hundreds of millions of dollars of impact. Identify and escalate issues with recommendations to Operating Committee and Sub-Committee for resolution.
• Develop Firm-level measurements to influence strategic direction and lead recurring performance reviews with Operating Committee and other senior leaders across the firm.
• Collaborate with Finance to create final operational efficiency and resource management targets and resource supply models and socialize with key stakeholders to gain buy-in prior to seeking Operating Committee approval. Evaluate firm-wide operational efficiency and resource management plans in advance of and throughout planning process to enable investment and resource decisions for strategic priorities and new segments.
• Facilitate process improvement and problem solving work sessions, applying best practices within the vertical and across the network as required to support accelerated delivery of the Firm's Operational Excellence strategy. Provide hands-on leadership for key strategic enterprise projects using various problem solving disciplines that include, but not limited to Lean, Six Sigma, Business Process Management, Change Management, Design Thinking, Resource Management or Workforce Planning.

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: $136571
Hiring Maximum: $232541

Skills/Requirements

What you'll need...

• Bachelor's Degree or equivalent experience required
• At least 6-10 years in senior-level operational leadership role(s) or enterprise-level leadership role(s)
• Requires an ability to lead in solving complex, ambiguous problems. Skillset of at least 5 years experience with one or more of the following: Design Thinking, Financial Planning & Analysis, Business Consulting, Six Sigma Black Belt, Mergers & Acquisitions, Sourcing (with relevant design thinking certification preferred)
• Demonstrated ability to influence and lead teams including senior leaders. Includes a strong ability to summarize complex financial information and clearly communicate with executive management.
• Excellent interpersonal, written communication and presentation skills at all levels of the organization

What will set you apart...

• Master's Degree/MBA preferred
• Accounting/GAAP
• CPA or CFP/CFA

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.

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