Director of Optimization and Enablement

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.

The Director of Optimization & Enablement plays a critical leadership role within Canada Operations, ensuring operational teams are aligned, equipped, and positioned to deliver both day-to-day excellence and long-term strategic transformation. Reporting into senior Canada Operations leadership, this role drives business enablement through operational optimization, portfolio leadership, and technology execution.

Strategic Enablement

• Align operational capabilities to business unit and enterprise strategy
• Lead business planning and multi-year roadmaps for tools, platforms, and capabilities
• Deliver scalable, compliant solutions enabling both growth and regulatory alignment
  
  

Portfolio & Transformation Leadership

• Oversee a portfolio of regulatory and strategic initiatives
• Drive governance, prioritization, and resource optimization
• Ensure transparency through structured reporting and execution discipline
  
  

Operational Excellence & Risk Management

• Lead process optimization to improve efficiency, reduce risk, and enhance client/advisor experience
• Oversee quality assurance, control testing, and continuous improvement frameworks
• Leverage data and insights to drive performance outcomes
  
  

People Leadership & Capability Building

• Build and lead a high-performing team across run-the-business and transformation initiatives
• Develop talent and foster a culture of accountability, innovation, and collaboration
  
  

Stakeholder & Industry Engagement

• Partner with senior leaders (Directors, GPs, Executives) across business units and enterprise functions
• Engage with external stakeholders including regulators, vendors, and industry bodies
  
  

Technology & Vendor Leadership

• Partner with Technology and external vendors to deliver scalable, efficient solutions
• Govern vendor performance, risk, and value realization
• Champion automation and digital enablement
  
  

Financial Stewardship

• Manage budgets and financial performance aligned to business objectives
• Apply disciplined financial decision-making, including risk/return trade-offs
• Identify opportunities for efficiency (OE) and capacity optimization (FTE)
  
  

Escalation Leadership

• Serve as a senior escalation point for complex, high-risk operational issues
• 15+ years in financial services, with deep brokerage operations expertise
• 10+ years of leadership experience managing teams and complex initiatives
• Bachelor’s degree required; advanced degree preferred
  
  

Licenses (or ability to obtain)

• CPH (6 months)
• CSC (9 months)
• LLQP (12 months)
• PDO (18 months)
  
  

Core Capabilities

• Deep expertise across brokerage operations
• Strong understanding of regulatory frameworks, risk, and control environments
• Proven ability to lead large-scale transformation and operational improvement
• Strong technology acumen, including automation and digital enablement
• Financial acumen with focus on cost, efficiency, and value creation
• Exceptional cross-functional leadership and stakeholder management
  
  

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.