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Senior Director Strategic Client Initiatives

Company: Edward Jones
Location: River Forest
Posted on: May 16, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Energized by business transformation? Passionate about wealth management advice & solutions? Edward Jones Business Architecture is looking for candidates with outstanding leadership experience in financial services, strong strategic planning and implementation performance, and excellent communication skills to join our team. We collaborate with our business segments, channels, and functional leadership to select and deliver business-led, digitally-enabled advice, planning, products & services that help us adapt to our unique challenges and opportunities for delivering human-centered complete wealth management to tens of millions of families across North America.

Our Business Architecture area brings together several key capabilities: wealth platforms, client data & analytics, risk management, and strategic client initiatives. We architect integrated programs that transform our business, particularly wealth management and digital strategy & insights for the firm's advice, planning, products & services. Business Architecture professionals serve as trusted advisors to business segments, channels, and functional leaders, working with them to make clear data-driven choices about wealth advice, planning, products & services including digital platforms and partnerships to drive growth and enterprise value. Business Architecture will help our business segments, channels, and functional leaders maximize the ROI on wealth platform investments to architect the future of wealth management advice & solutions.Education and Experience:

Bachelor's degree in Business Management, STEM or business-related field requiredAdvanced Degree (Masters or MBA) preferredMinimum of 15 years' experience directly related to Wealth Management / Financial Services industry, Consulting, functional and/or technical area of expertise with 5+ years of leadership experienceNegotiation experience requiredProven track record of outstanding performance in a previous complex enterpriseExperience with data examination and budget management (preferred)Series 7 and 66; Series 24 and/or 9/10 (preferred)
  • 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list.
    • From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation s 19th annual scorecard on LGBTQ workplace equality.
      From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
      Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit for more information.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.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. 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:
      Salary: $184716 - $314516
      Category: Headquarters

Keywords: Edward Jones, Chicago , Senior Director Strategic Client Initiatives, Executive , River Forest, Illinois

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