Senior Project Leader, Firm Planning jobs in United States
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Edward Jones · 1 week ago

Senior Project Leader, Firm Planning

Edward Jones is a financial services firm focused on client relationships and innovative solutions. The Senior Project Leader will lead complex projects, particularly the Human Capital Management system replacement, ensuring alignment with business and technology goals while managing cross-functional teams.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Lead large-scale complex projects and contribute to large-scale initiatives; lead project coordinators and/or project team members in completion of medium to large-scale projects
Establish and maintain effective communications and relationships across multiple areas, outside vendors and project leaders/teams who are working on a project
Facilitate project start-up activities, including requirements gathering, resource onboarding, and project documentation
Monitor, track, and report progress against project plans, including scope, schedule, cost, resources, and quality through dashboards and reporting against defined metrics
Plan for, identify, analyze, and resolve project risks and issues, and facilitate resolution efforts. Escalate unresolved or high-impact risks and issues appropriately
Execute planning and facilitation activities to ensure delivery on outcomes
Manage cross-team dependencies and ensure alignment across workstreams and/or other projects
Ensure the development and execution of testing strategies, including defect tracking and resolution

Qualification

Agile MethodologiesWaterfall MethodologiesProject ManagementJiraClarityProblem-SolvingCommunication SkillsOrganizational SkillsLeadership ExperiencePresentation Skills

Required

6 + years of experience in project management, including waterfall and agile methodologies
Working knowledge of enterprise project tools such as Clarity and Jira
Ability to independently identify, prioritize, monitor, communicate, and/or resolve elements that can impact a project
Superior organization and coordination skills
Strong communication skills

Preferred

Bachelor's degree or equivalent preferred
MBA or graduate degree preferred
Project Management Certification, such as PMP and/or Agile Certifications, such as SAFe Agilist (SA) or SAFe Practioner preferred
Previous leadership experience
Superior presentation skills

Benefits

Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program

Company

Edward Jones

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Edward Jones provides personalized investment advisory, brokerage, and management services.

H1B Sponsorship

Edward Jones has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
$445.94M
2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M

Leadership Team

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Dave Scheffer
Director of Operations
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Dr. Laura Lurati
Director of Data Science
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Company data provided by crunchbase