Senior Manager – Strategic Advisory

Edward Jones is seeking a highly skilled individual to serve as a Senior Manager within a newly created Strategic Advisory team. This individual will be a senior leader of a small, nimble team with deep industry expertise. The Senior Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives. The manager will support these efforts including co-leading decision-making exercises and strategy workshops, developing options and recommendations, and conducting scenario analysis.

What you’ll do…

• Collaborate with senior leadership to determine and implement strategic next steps, driving the firm’s growth

• Offer consultative support to help executive leadership achieve multi-year plans and strategic initiatives

• Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm

• Support the maintenance of and modification to the firm’s strategic plan through the management of a strategic planning process

• Drive measurement of progress against stated short, medium, and long-term strategies

• Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with and managing cross-functional teams as required

• Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications

• Track industry and competitive trends, and develops business outlook and forecasts where appropriate

• Lead a team of leaders and associates with mandates for strategy formulation and competitive insights

• Support the development of vision, mission, and long-term strategy with the senior management team

What You’ll Need…

• Bachelor’s degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred

• 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.

• The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)

• Capability to deliver ambiguous strategic projects end-to-end while contributing to the work of multiple other projects (including. coaching of junior colleagues)

• Ability to break down and solve problems through quantitative thinking and analysis

• Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations

• Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Talent Capability and Generations Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.