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Senior Solutions Specialist - Change and Integration

Location: Gilberts
Posted on: November 23, 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.Wealth Management Advice and Solutions exists to design and champion the Edward Jones Client Experience. We equip client teams with insights and complete wealth management expertise, products and solutions throughout the client journey to help achieve what's most important to them.

Senior Solutions Specialists are responsible for leading the strategy and integration of new feature level changes to our Advice, Planning, Products, Services and Experiences through a change management framework. You will contribute to the team, department, division and firm initiatives to strengthen talent, culture and community.

This role requires experience with high-impact, complex business projects and requires a high degree of strategic thinking, delivering the right results and championing change. You will need advanced-level change management expertise as well as industry acumen in order to better understand and tie change initiatives to firm purpose, positive impact to business partners and our clients.

Change Leader Responsibilities:

Lead the strategy and integration of change management on medium to large-scale, complex business projects to drive adoption, achieve client outcomes and results, and enhance the experience for those impacted.Lead the application of the firm's change management process and tools throughout the project lifecycle, in partnership with the project change team.Informally lead, partner with and influence stakeholders across the firm, including senior leaders and cross functional teams of associates.Make connections between assigned projects and other initiatives happening at the firm to consider potential impacts and alignment opportunities.Identify measures of successful adoption, usage, proficiency and change risk mitigation in consultation with sponsor, business leader(s) and project change team.Gather, data and insights in order to understand and execute change levers through supporting capabilities. (i.e. Enterprise Communications, Solutions Coaching, Enterprise learning, Etc)Serve in a consultative approach on smaller-scale efforts to provide the branch and client perspective in determining appropriate change needs.
Team Responsibilities:
Serve as a key influencer on enhancements and improvements to the team processes, systems and workflow tools.Serve as a resources for peers and proactively assist as knowledge gaps are identified.Accountable for proactively maintaining their capacity and other work related documentation.What you will need:
Bachelors Degree requiredRelevant financial services experience and/or change management experience.SIE, Series 7 Top-Off & 66 within 6 months of hireWhat could set you apart:
7+ years of financial services experience and/or change management experience.Change management or related experience on complex business projects.Demonstrated ability to represent the perspectives of individual investors, financial advisors and branch office administrators.
  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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: $90628 - $154313
      Category: Headquarters

Keywords: EDWARD JONES, Elgin , Senior Solutions Specialist - Change and Integration, Other , Gilberts, Illinois

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