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
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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
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 StageTotal Funding
$337.51M2024-04-01Undisclosed· $10.6M
2023-09-12Undisclosed· $6.48M
2023-04-13Undisclosed· $1.4M
Recent News
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