Division Business Performance Leader

3 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

Market Management represents an exciting evolution in Edward Jones' 100+ year history, reflecting how we support our geographic markets differently based on their unique opportunity. If you are someone who enjoys synthesizing information from a variety of sources to deeply understand local business opportunities and connect to actionable strategies, this could be the opportunity for you

The Business Performance Leader supports a Division Leader in delivering regular business performance reviews with a goal to communicate metric outcomes and financial results, drive accountability, and facilitate resource tradeoffs to achieve Business Unit objectives. This individual leads a team of consultants supporting markets, working to create timely standard and proactive ad-hoc reporting for stakeholders. The leader will regularly work across the firm and with market management stakeholders to align on and execute ambitious annual business objectives and support a multi-year planning process that optimizes growth, efficiency, and the increase of healthy, long-term market share.

What You'll Do:
  • Lead the Monthly Performance Review process for a division leader, leveraging and improving national best practices, providing analytic, financial, and operational consulting for division team on potential adjustments to achieve targets and objectives.
  • Regularly leverage data and reporting from a variety of sources to identify the biggest opportunities for a division and constituent markets. Develop, create, and scale ad-hoc reporting improving the "state of the art" across all divisions. Provide consultation to the Division Leader recommending strategies, executing root cause analysis, and articulating trade-offs.
  • Facilitate annual and ongoing strategic and operational planning at the Division level in concert with market leaders and Market Management Leadership Team, negotiating resourcing across markets, divisions, and segments and documenting long range plans to drive accountability.
  • Lead creation of sales, revenue, and expense forecasts and develop targets to achieve a sustainable business model aligned to market outcomes. Account for competitive landscape and specific competitors when shaping plans and strategies.
  • Collaborate with, and influence across, peers and leadership within business performance team, escalating opportunities and best practices to drive organizational improvements, present and influence at senior most branch development and enterprise levels. Partner across organization broadly, including Human Capital, Firm Analytics, Finance, and Data & Insights organizations.
  • Formally and informally leads a matrixed team supporting division leaders and constituent markets in activities listed above, within own team, across market management, and across the firm broadly.

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.

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

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Skills/Requirements

Position Requirements:
  • Advanced Degree or designation/certification required (e.g., MBA, CFA, CPA)
  • 6-10 years of relevant work experience
  • 3 + years of people leadership experience preferred
  • SIE and Series 7 Top-off preferred
  • Strong knowledge of the industry or firm and its business practices and processes
  • Strong knowledge of a field structure and market operating system
  • Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable tools (e.g., Tableau, Power BI)


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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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