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Senior Estate Strategist
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Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Senior Estate Strategist
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Senior Tax Strategist, High Net Worth Team
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Senior Strategist
2 months ago
We are seeking a highly skilled and experienced Senior Strategist to join our team at Edward Jones. As a key member of our organization, you will play a critical role in advancing our business strategy and driving growth.
Key Responsibilities- Lead cross-functional teams to develop and implement strategic plans that align with our business objectives.
- Engage with senior stakeholders to develop and activate strategic initiatives, driving alignment and decision-making.
- Operate autonomously, leveraging excellent thought leadership and collaboration skills to drive progress.
- Develop executive-ready deliverables that effectively communicate progress and advance our work.
- Structure workplans that drive work forward, aligning with stakeholders and managing interactions throughout the course of work.
- Drive analysis using qualitative and quantitative methods, generating insights and recommendations that advance our strategic thinking.
- Facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel engagement tactics and methods.
- Bachelor's degree in business, analytics, economics, or a related field.
- 6+ years of relevant work experience, preferably in enterprise strategy, finance, management consulting, investment banking, or analytics.
- Ability to prioritize and execute on multiple tasks/projects, adjusting to changing priorities.
- Advanced problem-solving skills, ability to develop a detailed work plan, and influence to execute on the plan.
- Works effectively both independently and in a team environment.
- Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills.
- 3+ years of relevant work experience in enterprise or analytics strategy.
- MBA preferred.
- Prior experience in brokerage, financial, or banking industry.
We are a Fortune 500 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.
Our purpose is to 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.