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Strategy and Planning Analyst

Company: EDWARD JONES
Location: Island Lake
Posted on: November 19, 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.Edward Jones, founded in 1922, is dedicated to helping the serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions.
The Investment Advisory Strategic Initiatives team at Edward Jones, which is part of the Wealth Management Advice and Solutions division, is responsible for leading the interaction within the strategic programs operating model and consolidating the strategy across the Investment Advisory business. We must have a dedicated focus on the capabilities needed for the future while operating our current business (current advisory programs and proprietary asset management) with excellence.

The Wealth Management Advice and Solutions division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm's goals of deeply serving clients and associates serve as the firm's subject matter experts for their respective areas.


Role Overview:
As a Strategy and Planning Analyst, you will assist in creating the vision for the future of wealth management at Edward Jones. You will do this by leveraging data and insights to identify the features, services, and configurations that will be necessary to shape and transform our clients' experiences and outcomes and the ways advisors will engage with technologies to produce these results. To do this effectively, you will study the industry and competitive landscapes, understanding trends, new technologies, pricing and business models, and codify these findings into position statements and recommendations-fit for purpose based on Edward Jones's unique value proposition. You'll also have an opportunity to build and maintain a diverse network of business partners, and partner with them on challenges, opportunities, and solutions. Similarly, you'll contribute to cross-functional teams of colleagues from program management, portfolio management, operations, marketing, and technology.

Day-to-day responsibilities of a Strategy and Planning Analyst include, but are not limited to:

  • Working with senior associates and leaders across the firm on developing and integrating the Investment Advisory strategy.
  • Developing and synthesizing perspectives, based on research into client/advisory needs, industry trends, new product solutions, and vendor solutions, that will help improve the advisory offering.
  • Providing clear and compelling qualitative and quantitative analysis to support and shape the firm's investment advisory strategy.
  • Working effectively with diverse teams to come up with the best solution and move people and the organization to act.
    • Bachelor's degree required.
    • 2-5 years financial services, product management, or strategic planning/consulting experience preferred.
    • Progress toward a Master's degree or additional financial license/certification preferred (CFA, CFP, CIMA, etc.)Series 7 and 66 required within 6 months of hire. Qualifications for the Ideal Candidate:
      • Strong client focus and the ability to think in terms of the client experience and perspective.
      • Ability to identify, break down and solve ambiguous problems through critical thinking and analysis.
      • Ability to collaborate with and influence others to gain consensus and alignment in order to drive change.
      • Tolerance for ambiguity in a fast-changing environment.
      • Ability to communicate complex concepts effectively in both written and verbal form.
      • Intellectual curiosity and desire to learn about new concepts and the financial services industry.
      • Brings solutions instead of problems by challenging the status quo.
      • General proficiency with systems and tools such as MS Office.
      • Strong working knowledge of advisory programs, systems, tools, and workflow is a plus.Solid organizational, time management, and project management skills to be able to meet or exceed deadlines.Based on experience and position qualifications, there may be some flexibility on level coming into the role for continued development and learning.
        • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
          • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
            Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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: $66379 - $109459
            Category: Headquarters

Keywords: EDWARD JONES, Arlington Heights , Strategy and Planning Analyst, Professions , Island Lake, Illinois

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