Director- Enterprise Optimization

2 weeks ago

Saint Louis, United States Edward Jones Full time
You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Home Office

Your leadership, acumen, problem solving, and influence will deliver meaningful outcomes. If you have a passion for working with executive leaders, problem-solving, and leading results at an enterprise level, this role at Edward Jones may be your next career choice.

Enterprise Operational Excellence (OE) is seeking a highly skilled and motivated professional with experience influencing and optimizing at an enterprise-level and effectively leading through change and ambiguity. Our team is responsible for driving sustainable, firm-wide efficiency and effectiveness, identifying opportunities and building an enterprise multi-year roadmap that can be integrated into financial plans, and improving speed to value. This role leads of a team of professionals that supports business areas in developing plans to achieve OE targets and financial/resource restraints, and collaborates across the firm to support strategies to reach short and long-term objectives. A successful candidate will be a senior leader with strong business and financial acumen, ability to analyze data, derive insights, translate and make recommendations to stakeholders and exceptional communication skills with the ability to influence executive-level leaders.

What you'll do...

The Director of Enterprise Optimization role within Firm Planning and Strategic Execution (FPSE) serves as an enterprise leader of home office efficiency and effectiveness at a Fortune 300 company, ensuring the firm's ability to redeploy talent and resources towards high priority work, enabling firm strategies and operational efficiencies. The Director identifies and operationalizes strategies, develops measures and builds systems of accountability, and integrates operational efficiency and resource management into the firm's financial and business plans

This is a senior-level leadership role, leading a team of experienced professionals that operate at an enterprise-level, and directly leads in the Operating Committee's responsibility of blueprinting an operationally efficient organization. There is accountability for delivering on annual firm efficiency targets and multi-year efficiency plans in the hundreds of millions of dollars.
  • Creates the enterprise efficiency strategies for operational efficiency and resource management, aligning to the firm's strategy and priorities and defining OKRs to advance those strategies. Accountable for outcomes that positively impact our firm's operating leverage - growing revenue, reducing expenses, or both.
  • Provide executive and senior leader level strategic consulting and thought leadership; continuously improve the Firm's acumen through educating senior leaders as well as recommending an optimal or preferred solution to influence strategic direction; deliver original insights on opportunities for enhancing Firm performance.
  • Provide executive leadership support for firm ambition and multi-year plans and strategic initiatives with hundreds of millions of dollars of impact. Identify and escalate issues with recommendations to Operating Committee and Sub-Committee for resolution.
  • Develop Firm-level measurements to influence strategic direction and lead recurring performance reviews with Operating Committee and other senior leaders across the firm.
  • Collaborate with Finance to create final operational efficiency and resource management targets and resource supply models and socialize with key stakeholders to gain buy-in prior to seeking Operating Committee approval. Evaluate firm-wide operational efficiency and resource management plans in advance of and throughout planning process to enable investment and resource decisions for strategic priorities and new segments.
  • Facilitate process improvement and problem solving work sessions, applying best practices within the vertical and across the network as required to support accelerated delivery of the Firm's Operational Excellence strategy. Provide hands-on leadership for key strategic enterprise projects using various problem solving disciplines that include, but not limited to Lean, Six Sigma, Business Process Management, Change Management, Design Thinking, Resource Management or Workforce Planning.


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.

Hiring Minimum: $136571
Hiring Maximum: $232541

Read More About Job Overview

Skills/Requirements

What you'll need...
  • Bachelor's Degree or equivalent experience required
  • At least 6-10 years in senior-level operational leadership role(s) or enterprise-level leadership role(s)
  • Requires an ability to lead in solving complex, ambiguous problems. Skillset of at least 5 years experience with one or more of the following: Design Thinking, Financial Planning & Analysis, Business Consulting, Six Sigma Black Belt, Mergers & Acquisitions, Sourcing (with relevant design thinking certification preferred)
  • Demonstrated ability to influence and lead teams including senior leaders. Includes a strong ability to summarize complex financial information and clearly communicate with executive management.
  • Excellent interpersonal, written communication and presentation skills at all levels of the organization

What will set you apart...
  • Master's Degree/MBA preferred
  • Accounting/GAAP
  • CPA or CFP/CFA

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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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 8 million clients and 19,000 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.

¹Fortune 500, published June 2023, data as of December 2022. 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.

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