Business Performance Strategist
5 days ago
Company Overview:
">Edward Jones is a leading financial services firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. As a Fortune 5001 company, we prioritize our clients' needs and deliver personalized solutions to improve their lives.
">About the Role:
">We are seeking an experienced Business Performance Strategist to lead our team of business performance leaders. This key role will drive the development and enhancement of Performance Reporting dashboards, packages, and processes for Market Management (MMK) and Branch Development. The successful candidate will work closely with senior leaders, including the Operating Committee and Executive Leadership Team, to align at the enterprise level on short- and long-term goals and strategies.
">Key Responsibilities:
">- 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).
- Develops new analyses and thought frameworks to serve firm, segment, and/or functional stated and unstated needs.
- Maintains and optimizes Monthly Performance Review across Branch Development.
- Provides analytic, financial, and operational consulting for division teams on potential adjustments to achieve targets and objectives.
- Directs the development and scale of ad-hoc reporting to improve the
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