Business Performance Director Leader

6 days ago

St Louis, Missouri, United States Edward Jones Full time

Discover a fulfilling career at Edward Jones, where you can make a meaningful impact.

Company Overview

As a leader in the financial services industry, Edward Jones is dedicated to providing exceptional client experiences and building long-term relationships. 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.

Salary

The estimated annual salary for this role is $150,000-$200,000, based on national averages and industry standards.

Job Description

**Business Performance Director Leader Role Summary**

We're seeking an experienced Business Performance Director Leader to join our team. In this role, you will lead a team of business performance leaders, setting the vision for delivering and enhancing Performance Reporting dashboards, packages, and regular processes for Market Management (MMK) and Branch Development.

You will work closely with the United States Business Unit (USBU), Firm Analytics, and Firm Strategy teams to align at the enterprise level on short- and long-term goals and strategies. Your expertise will be instrumental in driving accountability and facilitating resource allocations/trade-offs to achieve USBU objectives.

This is a senior leadership role that requires strong business acumen, critical thinking, and communication skills. You will influence at the Senior Leader level, including operating committee (OC) and executive leadership team (ELT), and own the overall approach, including developing and maintaining a market segmented framework and aligning sub-capabilities needed to support the overall business performance capability MM.

  • Serves as a trusted finance and business partner to a broad range of stakeholders.
  • Demonstrates integrated and highly agile ability to think operationally (next 12 months) and strategically (next 10 years) to proactively identify the best questions to address and answer with respect to financial and overall performance.
  • Ability to then translate into high-value, actionable insights for the firm and business partners.
  • Proactively develops new analyses and thought frameworks to serve firm, segment, and/or functional stated and unstated needs.
  • Demonstrates expertise beyond Finance, including (Branch, Service, Operations, Strategy, Segments, etc.), a well-informed external POV, and knowledge of strategic trends.
  • Through their team and broad influence, delivers output that supports the allocation of firm resources to their highest and best use.
  • Maintains and optimizes Monthly Performance Review across Branch Development with input into firm performance review processes leveraging and improving national best practices, and provides, in partnership with support functions, analytic, financial, and operational consulting for division team on potential adjustments to achieve targets and objectives.
  • Develops Metrics that Matter, Region Key Measures, financial reporting and other data and reporting sources to identify the biggest opportunities for a division and constituent markets.

Required Skills and Qualifications

**Requirements**

To be successful in this role, you'll need:

  • Bachelor's degree, Master's degree, advanced degree, or other advanced certification is required.
  • Series 66 and Series 7 preferred.
  • 6+ years of experience required with 11+ years of experience preferred.
  • 5+ years of formal leadership experience required at a senior level managing complex organizations.
  • Strong knowledge of the firm and its business practices and processes.
  • Strong knowledge of the field structure and region/market operating system.
  • Proficiency in analytic/technical knowledge of business performance (metric, financial, connectivity between the two), market trend analysis and tools.
  • Appropriate knowledge of applicable technology for both the functional area and for the firm.
  • Critical thinking ability to synthesize all relevant data points to arrive at decisions.
  • Business acumen which includes a broad understanding of go to market strategies/sales needs and financial acumen in understanding the impact of business decisions on market, division, and firm economics.
  • Communication ability to synthesize relevant data points, decision making process, and approach and communicate to a variety of audiences in a variety of settings appropriately.
Benefits

At Edward Jones, we believe in taking care of our associates and offering a comprehensive benefits package, including:

  • 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 provided at no cost to associates
  • 401(k) retirement plan
  • Tax-advantaged accounts: health savings account, and flexible spending account
  • 10 paid holidays and 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
  • Eligibility 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 website.

About Us

Join a financial services firm where your contributions are valued.

Edward Jones is a Fortune 500 company where people come first. 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.

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