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Senior Project Leader, CSG

Location: Saint Charles
Posted on: June 25, 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.Edward Jones is rapidly expanding its presence and impact in the industry through an innovative growth strategy. We are seeking a highly talented Senior Project Leader (Senior Project Manager) capable of helping the firm achieve its vision.

The Client Strategies Group (CSG) at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.

The Strategic Client Initiatives Office (SCIO) provides both project management and consultative support services for the development of firm-wide strategies and transformational solutions to address some of the most complex challenges facing the long-term serious investor today. We are looking for an innovative leader with exceptional problem-solving and leadership skills who is passionate about playing a key role in supporting Edward Jones' strategic journey toward Human-Centered Complete Wealth Management.

As a Senior Project Leader, you will be a trusted advisor working with senior leaders while driving strategic engagements. This role is an opportunity to lead engagement teams to define and deliver business outcomes (get results through others, delegation, provide coaching and feedback) and an opportunity to manage up and influence other leaders. It requires experience with high-risk, complex business projects, and requires a high degree of strategic thinking, planning, organizing, driving for results, and adapting to change. At Edward Jones, you are expected to not only have a tremendous impact in transforming our client experience, but also take a leading role in shaping the organization's future.


  • Lead multiple large and complex projects, simultaneously, with projects having a high degree of risk, visibility, and urgency within a functional area or at times spanning multiple areas, divisions or outside vendors.
  • Quickly understand goals and objectives related to development, testing, and rollout of facets of new, non-digital, wealth management products and services
  • Work with multiple cross-functional business and technology teams in an agile, iterative fashion to translate goals and objectives into executable Epics, Features/Deliverables, and related work.
  • Establish and maintain effective relationships across multiple areas, divisions, outside vendors and project leaders/teams who are working on sub-projects within a project.
  • Drive and recommend improvements in project management and industry "best in class" practices within the firm.
  • Provide/ensure timely communication of relevant data to leadership and project teams for decision making.
    • 5+ years of experience leading projects with a high level of complexity/integration that includes other projects and project leaders.
    • 5+ years of industry or position-related experience. Previous experience as a department leader or similar leadership experience preferred.
    • Must obtain appropriate licenses as required by the business area (Series 7 and 66) within 12 months of hire.
    • Project management certification (PMP and/or Edward Jones) preferred.
    • MBA or graduate degree preferred.
    • Experience leading or formally mentoring project team members and project leaders.
    • Superior interpersonal and communication skills; effectively communicates with project team, other project leaders, multiple areas, divisions and outside vendors. Incorporates effective listening and collaboration skills.
      • 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 jdpower.com/awards 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: $90628 - $154313
              Category: Headquarters

Keywords: EDWARD JONES, Elgin , Senior Project Leader, CSG, Other , Saint Charles, Illinois

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