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Senior Data Advisor

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Innovate here. And see your ideas come to life.

It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.

Job Overview

Position Schedule: Full-Time

Overview:
As a member of Information Governance within the Wealth Platforms, Data & Artificial Intelligence (WDA) team, the Digital & WDA RIM Leader will champion oversight and coordination across Digital and WDA RIM initiatives. They will also work closely with cross functional senior leadership across Legal (accountable for the enterprise RIM Program), Risk, Compliance, and other critical functions as a key stakeholder in the firm's enterprise RIM Program to ensure regulatory compliance, enterprise alignment and risk mitigation.
This role will partner closely with the firm's RIM Program stakeholders; collaborate with Digital & WDA business and technical stakeholders to consult, define, execute, and oversee RIM processes; and support RIM Liaisons to ensure compliance with RIM Program. This is an individual contributor in a matrixed environment delivering against our record management and data retention objectives reporting to the Director, Information Governance.

What You'll Do:
  • Lead efforts to ensure Digital and WDA RIM has adequate RIM coverage and in compliance. Collaborate with cross-functional stakeholders to gather insights and champion their records and information management needs
  • Partner with Legal RIM Program Project Leader on feedback, updates, escalations, etc.
  • Ensure RIM Program is integrated with Information Governance and coordinate intersection of RIM Records and Data Retention (i.e. non records) including for example supporting compliance with Legal Holds as needed
  • Actively collaborate with RIM leaders across the Firm to strengthen the RIM Program. Develop and mature an industry leading posture on information management across the full information lifecycle while incorporating information and data governance, data management, and operational/regulatory requirements
  • Partner with Digital on identification of new records and other RIM related requirements as part of system development. Collaborate on highly complex and critical enterprise-level projects to provide input for system analysis, design, and enhancement efforts related to electronic records management platforms
  • Primary point of contact to provide RIM Program guidance and communicate changes to Digital & WDA RIM Liaisons. Review and update RIM schedules as necessary
  • Provide RIM Liaison onboarding / training and organize, support, and review RIM Liaisons support of RIM
  • Escalate RIM compliance challenges to senior leadership and promote a culture of accountability and compliance within the organization.
  • Develop a robust operating model that outlines the structure, roles, responsibilities, and processes for effective information management aligning and enhancing existing processes with industry standards, best practices, and regulatory requirements related to records and information management. Enable governance/oversight and coordination across key stakeholders to ensure accountability and ownership that our records and information management processes and outcomes are compliant.


At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $113810
Hiring Maximum: $193785

Skills/Requirements

What Experience You'll Need:
  • Demonstrated experience and strong thought leadership with records and information management, data and/or information governance strategies, policies, and frameworks from ideation through execution. Preferably demonstrate knowledge in areas such as data and information governance, policies and standards, information lifecycle management, information quality, risk management, and monitoring/enforcement.
  • Maintains a high level of working knowledge regarding industry and regulatory trends, solutions, best practices, information governance concepts, and process improvement practices
  • Digitally savvy including demonstration of sufficient technical expertise to apply RIM requirements to RIM supporting systems such as Stellent, WORM, etc and proposes/champions solutions to address evolving RIM requirements
  • Experience in the financial services industry preferred.
  • Leading in a matrixed environment on large governance projects preferred
  • Bachelor's degree in information management, Computer Science, Business Administration, or a related field.
  • Minimum of 10 years of experience in records and information management, information/data governance, knowledge management, or a related field.

What Could Set You Apart:
  • Professional certifications in records management, information governance, data management, or related areas (e.g., CIPP, CIPM, CDMP).
  • Experience with governance tools and technologies.
  • Previous experience in a leadership role within information governance or records management.


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

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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