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Lead Strategy Consultant

Location: Jefferson City
Posted on: June 16, 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.In Firm Analytics Consulting we partner with senior leaders to unleash the full potential of our firm's data assets. We create client, branch and firm value by empowering decision making through insights and innovative analytics that help advance enterprise outcomes.

At Edward Jones our purpose is to partner for positive impact-to improve the lives of our clients and colleagues, and together, better our communities and society.

The Strategy Consultants use business acumen to partner with firm senior leaders to integrate analytics into business applications and decisions, support the increased use of data-driven decision making, and execute best in class analytics within their areas of focus.

Responsibility Summary:
The Lead Strategy Consultant on the Analytics Consulting team uses advanced relationship building, storytelling, and influence skills to drive and influence transformational change in the Firm's analytics strategy. The Lead Strategy Consultant uses knowledge of the Firm's current and future data/analytics capabilities to partner with senior/executive leaders of the firm, ensuring analytic capabilities and insights are embedded into enterprise-wide processes that improve the client and/or branch experience.
Additional Responsibilities & Expectations:

  • Inclusion of analytics into firm processes that improve the client and/or branch experience.
  • Provide strategic consulting for the Firm, influencing and supporting enterprise level decision-making, through superior thought leadership and professional expertise.
  • Expected to make strategic connections between firm level priorities to ensure continued alignment amidst dynamic sequencing and iterative outcomes.
  • Use systems thinking to proactively identify, thoroughly analyze and solve high impact and/or complexity problems and reach independent decisions.
  • Conceptualize analytical deliverables and determine analytical approach(es) that are innovative, forward thinking, and aligned to future analytics and technology vision of the firm.
  • Partner with executive leaders to drive and influence the highest and best use of analytics to integrate into Firm strategy and business decisions.
  • Develop and manage strategic relationships with Program Leaders, Business Segment Leaders and Leadership Forum members across the firm who are leading the Firm's transformation
  • Drive for implementation of solutions by partnering with key stakeholders from across the firm to ensure analytics projects are successfully implemented by business areas. Proactively identifies clear integration path before beginning work.
  • Help key stakeholders understand the trade-offs between various approaches and make recommendations based on a well-developed point of view.
  • Work effectively in a matrixed analytics organization. Identify, direct and coordinate resources (people, systems, tools) not in your chain of command. Independently manage prioritization of work execution.
  • Lead cross-functional teams responsible for implementing projects in support firm-wide business objectives.
  • Develop systems of measures that span levels of the organization to influence strategic direction.
  • Educate senior leaders & executives across the firm on analytical concepts and best practices, increasing firm and sr. leader analytic acumen.
  • Leads others through change
  • Mentor and develop the capabilities of associates on the team (e.g. business acumen, navigating and influencing the organization, storytelling, analytic solution development, solution integration). No formal people leadership responsibilities but will provide input on performance reviews and development plans.
    • Bachelor's Degree and preferred Advanced Degree in Business, Economics, Data Science or Analytics. Relevant work experience will be considered.
    • MBA or advanced degree is preferred
    • 9+ years of relevant Professional Experience is required
    • Analytics Consulting and/or Business Development experience required
    • Financial Services industry experience is a plus.Technical Skills:
      • Advanced PowerPoint skills.
      • Advanced influence/storytelling skills.
      • Advanced change management skills.
      • Advanced project management skills.
      • Proficiency using visualization software (Tableau) is a plus.
      • Working knowledge of Agile principles a plus.
      • Working knowledge of modern data technology is a plus.
        • 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 Reserved2021 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. 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: $106916 - $182047
            Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Lead Strategy Consultant, Professions , Jefferson City, Missouri

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