Edward Jones · 12 hours ago
Senior Consultant - Strategic Advisory
New York, NY
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $204K/yr
5+ years expEdward Jones is a Fortune 500 financial services firm dedicated to improving the lives of clients and communities. They are seeking a Senior Consultant for their Strategic Advisory team to collaborate with leadership, facilitate strategy workshops, and conduct analyses of strategic issues to drive growth initiatives.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Collaborate with senior leadership and offer consultative support to executives to determine and implement strategic next steps, driving Edward Jones' growth
Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm and develop trust-based relationships with a deep understanding of internal client's business objectives and challenges
Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with, and managing cross-functional teams as required (incl. structuring problems, developing hypotheses, gathering data, analyzing results, and presenting findings to senior executives)
Communicate effectively with all audiences, including senior leaders, in a structured manner via presentations, meetings, and written communications
Track industry and competitive trends, and develop business outlook and forecasts where appropriate
Drive multiple projects simultaneously, ensuring timely completion of deliverables
Qualification
Required
Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics
5+ years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations
Prior experience in Wealth Management with advanced familiarity about WM business segments and Practice Management
Capability to drive an independent workstream and manage contributions to the work of multiple projects
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
Preferred
Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics
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
Health savings account
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
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
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 StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
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2026-01-16
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