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Strategy Consultant, Strategy & Planning

Company: EDWARD JONES
Location: Saint Charles
Posted on: June 24, 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.As a Strategy Consultant on the Strategic Initiatives team, you will assist in creating the vision for the future of wealth management at Edward Jones. You will do this by identifying the features, services, and configurations that will be necessary to shape and transform our clients' experiences and outcomes and the ways advisors will engage with technologies to produce these results. To do this effectively, you will study the industry and competitive landscapes, understanding trends, new technologies, pricing and business models, and codify these findings into position statements and recommendations-fit for purpose based on Edward Jones's unique value proposition. You'll also have an opportunity to build and maintain a diverse network of business partners, and partner with them on challenges, opportunities, and solutions. Similarly, you'll participate on cross-functional teams of colleagues from program management, portfolio management, operations, marketing, and technology.
Day-to-day responsibilities of a Strategy Consultant include, but are not limited to:
Working with senior associates and leaders across the firm on developing and integrating the Investment Advisory strategy.
Developing and synthesizing perspectives, based on research into client/advisory needs, industry trends, new product solutions, and vendor solutions, that will help improve the advisory offering.
Providing clear and compelling qualitative and quantitative analysis to support and shape the firm's investment advisory strategy.
Working effectively with diverse teams to come up with the best solution and move people and the organization to act.
Position Requirements

  • Bachelor's degree; Advanced graduate degree (e.g., MBA, PhD, etc.) or equivalent (typically 5+ years) work experience preferred (e.g., Strategy, Consulting, or Product Management).
  • Ability to break down and solve problems through quantitative thinking and analysis.
  • Communicate complex ideas effectively with all audiences, including senior leaders, in a structured manner.
  • Series 7 and Series 63/66 must be attained within six months of hire.
    Qualifications for the Ideal Candidate:
    • Tolerance for ambiguity in a fast-changing environment.
    • Strong conceptual and analytical skills.
    • Brings solutions instead of problems by challenging the status quo.
    • Curious and inquisitive about new ideas and trends.
    • Ability to exercise good judgment to identify, prioritize and resolve complex problems.
    • Strong client focus and the ability to think in terms of the client experience and perspective.
    • Ability to collaborate with and influence others to gain consensus and alignment in order to drive change.
      • 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: $89642 - $152634
              Category: Headquarters

Keywords: EDWARD JONES, Elgin , Strategy Consultant, Strategy & Planning, Professions , Saint Charles, Illinois

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