Strategic Initiatives Analyst- Mergers and Acquisitions
Edward Jones
Tempe, AZ
Apply
JOB DETAILS
LOCATION
Tempe, AZ
POSTED
30+ days ago
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 03-Jul-2025. The posting may close early due to the volume of applicants.
Team Overview:
Does supporting the High Net Worth segment excite you? Do you have experience in investment banking or mergers and acquisitions? If so, this could be an exciting opportunity for you! Edward Jones Advisory Partner Network team, providing world-class advisory services for our business owner clients, specifically focuses on helping clients navigate acquisitions and exit strategies for their businesses. This team will facilitate all aspects required for a successful sale of a business, along with the cultivation of a robust ecosystem of external partners to support the needs of our clients during business transactions. The team will also develop the training, tools and resources to empower our financial advisors to successfully work with business owner clients.
What You Will Do:
The Strategic Initiatives Analyst - Mergers and Acquisitions (M&A) Lead will help drive the growth of the newly created Business Owner M&A Advisory function. The role will include oversight and management of the daily financial advisor referral process, ownership of the opportunity tracker and lead interface with our investment banking/M&A partners. This position will work closely with the Senior Director in setting and tracking KPIs to support the HNW (High Net Worth) segment as well as creating and implementing development programs for financial advisors focused on HNW business owner clients
Responsibilities include:
+ Primary responsibility for the M&A Referral Program day to day functions (currently in pilot) including initial FA interface/Q&A and guidance on process details.
+ Work closely with and provide guidance to the business support specialist who will perform all referral coordination tasks - client disclosure forms, records management and client/FA meeting scheduling.
+ Have the opportunity to present to groups of financial advisors sharing details of the program and excitement for the overall program and opportunity to grow their practice.
+ Ownership of weekly tracking and reporting to the HNW leadership team and key functional stakeholders.
+ Oversee and help grow our network of M&A referral partners, working closely with the HNW APPS referral network team.
+ Help develop financial advisor events, training and resources with home office counterparts.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
What Experience You Need:
+ Bachelor's Degree
+ Minimum 3-5 years' financial services experience
+ Experience working in investment banking and/or the Mergers and Acquisitions industry
+ Proficient understanding of the Financial Services Industry and general Business acumen.
+ Proven experience leading programs and/or projects
What Could Set you Apart:
+ Experience working in a similar function with regular interface to financial advisors, business owner clients and M&A professionals.
+ Experience working in matrixed organizations.
+ 6-10 years' experience in the financial services field
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
About the Company
E
Edward Jones
Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.
COMPANY SIZE
10,000 employees or moreINDUSTRY
Financial Services
FOUNDED
1922
WEBSITE
http://careers.edwardjones.com/us/index.html