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Senior Solutions Specialist, Client Strategies Group

Location: Jefferson City
Posted on: May 12, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Do you have a strong background in leading complex business projects and/or driving change in an organization? Do you enjoy building relationships and collaborating with others to accomplish shared goals? Are you able to engage and influence others to achieve business results? If you answered yes to these questions, the Senior Solutions Specialist role may be right for you.
Position Requirements:

  • 7+ years of experience leading projects/programs with a high level of complexity/integration across many areas of the organization
  • Change management or related experience on complex business projects
  • Demonstrated ability to represent individual investors, financial advisors and branch office administrator's perspectives

    • Series 7 & 66 required within 6 months of hire

      Minimum Requirements:
      • Bachelor's degree
      • Experience directly or indirectly leading project team members and project leaders
      • Excellent interpersonal and communication skills
      • Experience effectively communicating with project and program leaders, multiple areas, divisions and leaders across the organization while incorporating effective listening and collaboration skills.
      • Ability to skill-up quickly on a given topic, navigate with little direction and adapting to change in a fluid environment.
      • Ability to manage time and prioritize tasks with multiple ongoing initiatives
        • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
          • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
          • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
            • From The Human Rights Campaign. All Rights Reserved
            • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
            • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
              • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.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.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:
                Salary: $76798 - $130764
                Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Senior Solutions Specialist, Client Strategies Group, Other , Jefferson City, Missouri

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