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Test and Learn Strategist
1 month ago
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: Full-Time
The Design Strategy and Delivery team is seeking a Test and Learn Strategist and design practitioner to lead cross-functional teams in the discovery, design, development, and delivery of amazing solutions for complex problems in strategic planning, process improvement, product design, and service delivery. You will become a core part of the Design organization and work with talented teammates to define and test various concepts and experiences.
Our ideal candidate is full of business design ideas, creative thinking, and strategic thinking who can conceptualize and implement quickly, independently or collaboratively. Believes in working through the problem through investigation and iteration.
They can demonstrate strong design and user experience sensibilities with an uncanny level of curiosity; keep up with the evolving landscape of available tools, technologies and resources as well as maintaining a positive energetic approach to the practice of design to solve complex problems with simple, engaging, and elegant solutions.
What you'll do...
- Autonomously lead multidisciplinary teams of associates and leaders through design, development and delivery of exceptional experiences in enterprise and divisional efforts, with a focus on short-term field facing experiments for operational success.
- Support work teams to achieve clear problem statement definition, define big ideas and capabilities, and test ideas through test and learn methodologies to understand impact and return on investment.
- Effectively communicate in verbal and written venues to senior level leaders to present strategic opportunities, align to firm strategy/goals/objectives, define business cases, and develop strategic roadmaps that clearly articulate the journey toward ideal branch and client experiences.
- Negotiate business outcomes with other design leaders and business stakeholders to deliver on test and learn outcomes and opportunities.
- Quickly build trusting relationships, and provide guidance and feedback to colleagues and peers in pursuit of continuous improvement.
- Demonstrate agility in ambiguous and complex circumstances to achieve the desired outcome.
- Exercises strong critical thinking and sound judgment while independently making decisions within division level or department level projects. In doing so, the lead:
- Evaluates a range of potential capabilities including change management, experience design and research, data analytics, test and learn, and project/program management to achieve the project's desired outcomes.
- Gathers and evaluates necessary perspective to independently make decisions.
- Investigates and resolves escalations with varying and high degrees of complexity and impact.
- Identifies and mitigates risks associated with designed experiences delivering on user needs and business outcomes.
- Identify major detailed project tasks, resources, and coordinate the efforts of internal and external parties necessary to see successful project completion including external consulting firms or partnerships.
- Identify internal subject matter experts, business owners, and those skilled in multiple business process disciplines necessary to achieve desired outcomes.
- Actively advocate the principles of process improvement, human-centered design, data analysis, and change management to a wide variety of audiences to gain the buy-in and understanding needed to drive transformational change.
Core Skillsets required:
Test and Learn Planning
- Demonstrated ability to plan and deploy various tests and experiments to accelerate and measure the impact of potential concepts and experiences.
- Identify value-add test and learn opportunities to drive execution and delivery of portfolio or firm level objectives.
- Demonstrated ability to identify and mitigate barriers for test execution.
Measurement and Analytics
- A passion for a data driven understanding of customer behavior, uncovering opportunities for action, and knowledge of analytical approaches is critical.
- Demonstrated ability to develop and communicate a measurement plan to determine success of various tests, designs, etc.. that help inform business decisions.
Coaching and Enablement:
- Demonstrated ability to coach and enable other associates, especially in the test and learn specialization, to continually grow expertise and foster a culture of learning, insights, and testing.
- Advocate for a culture of testing and in-field experimentation aligned to key measures and outcomes.
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.
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: $96471
Hiring Maximum: $164262
Read More About Job Overview
Skills/Requirements
What you'll need...
- Bachelor's degree required in a field of Design, Science, or Engineering or equivalent discipline
- e.g. Human Computer Interaction, Human Factors, Instructional Design, Computer Science, Digital or Interactive Media, Communications, Behavioral Science, Psychology, Anthropology
- Master's or advanced degree preferred.
- Financial services experience highly preferred.
- 5+ years of progressive design experience, test and learn experience, or applicable work experience.
- Expertise with design tools and methodologies, test and learn methods and approaches, and systems thinking.
- Knowledge of and experimentation with emerging design trends and technologies.
- Demonstrated verbal and written communication skills, building relationships at all levels of the organization, and effectively tailoring messaging and approach to multiple audiences.
- Experience in Devops Methodologies (Agile, Waterfall, etc.) strongly preferred.
- Some travel required.
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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