Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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.
Behind everything we do is our purpose: We 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.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Do you thrive at the intersection of strategy, analytics, and execution? Join our Operations Optimization & Enablement team, where you'll play a critical role in driving business initiatives, improving operational processes, and bringing innovative solutions to life. From managing projects and analyzing data to collaborating with stakeholders across the organization, you'll help shape the tools, systems, and experiences that support our business today and into the future.
Responsibility Summary
- Support the development of business cases by gathering requirements, conducting analysis, evaluating costs and benefits, and preparing materials to support decision-making and funding approvals for the Operations Optimization & Enablement team.
- Prepare, maintain, and distribute project reporting, dashboards, status updates, and key performance indicators for the Operations Optimization & Enablement team, providing visibility into project progress, risks, dependencies, outcomes, and operational performance.
- Coordinate project financial administration activities, including invoice processing, tracking, reconciliation, budget monitoring, and ensuring expenditures align with approved funding and project objectives for Operations Optimization and Enablement Team.
- Develop and maintain strong relationships with internal stakeholders, vendors, and product partners to facilitate collaboration, issue resolution, and successful project delivery.
- Plan, coordinate, and execute assigned small projects (contribute to medium sized projects), process improvements, and business initiatives, including the launch of new products, product partners, and enhancements to existing tools and systems.
- Manage project plans, timelines, deliverables, documentation, and stakeholder communications to ensure successful execution and alignment with business objectives.
- Serve as a key contact for business requirement gathering, validation, user acceptance testing, and stakeholder escalations related to new products, tools, systems, and operational processes.
- Lead and coordinate the testing, implementation, and post-implementation support of system enhancements and upgrades, including issue identification, tracking, resolution, and escalation management.
- Perform qualitative and quantitative analysis of business and operational data to identify trends, opportunities, risks, and process improvement initiatives, partnering with Analytics and other business teams as required.
- Support the adoption and execution of risk management and control processes, including Privacy, Business Continuity Planning, Records Information Management, and Written Supervisory Procedures, while coordinating required activities across departments.
- Develop and maintain subject matter expertise in assigned products, operational processes, and business functions, acting as a resource to stakeholders and team members.
- Share knowledge, best practices, and process improvements to support team development and operational effectiveness.
- Lead or participate in internal strategic initiatives, cross-functional working groups, and industry committees as required.
- Bachelor's degree in Business, Finance, Economics, or related field.
- 5+ years of financial services experience, including project coordination or leadership experience.
- Lean Six Sigma Yellow Belt certification.
- Project Management certification (PMP, CAPM, or equivalent) preferred.
- Knowledge of Broadridge, CDS, FundSERV, DTC, Insurance CITS, and related operational systems is an asset.
- CSC and other industry designations considered assets.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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. Visit our career site 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.
