Senior Strategist, Practice Management Strategy & Alignment @ Edward Jones | Jobright.ai
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Senior Strategist, Practice Management Strategy & Alignment jobs in USA
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Edward Jones · 5 hours ago

Senior Strategist, Practice Management Strategy & Alignment

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Responsibilities

Working in a highly matrixed team, this role is responsible for the strategic alignment and measurement of PM resources to support the experience and needs of branch teams and Markets.
The PMSA Senior Strategist leads complex and overarching topics and informally develops and leads others.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 7 licenseSeries 66 licenseStrategic planningFinancial services knowledgeProject managementEntrepreneurial opennessFirm knowledgeStrategy knowledgeRelationship building

Required

Holds a valid Series 7 and 66 license
Demonstrated success as a strategist in areas of high complexity using systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
Strong analytical, strategic planning and execution skills to drive prioritization of strategies using multiple sources of information
Ability to solve highly complex and non-routine problems using proven critical thinking skills.
Industry financial services knowledge that informs strategic perspective
Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary, and explain complex concepts directly to key stakeholders.
Demonstrated entrepreneurial openness and ability to explore new possibilities and different approaches to issues.
Industry financial services knowledge that informs strategic perspective (relevant trends driving the financial services industry and adjacent industries, understanding of key competitors, etc.)
Strategy knowledge required (best practice frameworks)

Preferred

Firm knowledge preferred (understanding of firm decision-making processes; relationships with strategy decision-makers including ELT, OC, and business segment leaders)

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
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
2021 (7)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
$337.51M
2024-04-01Undisclosed· $10.6M
2023-09-12Undisclosed· $6.48M
2023-04-13Undisclosed· $1.4M

Leadership Team

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Dave Scheffer
Director of Operations
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David Chubak
Head Of Wealth Management
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