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Business Segment Director

Location: Warrensburg
Posted on: May 13, 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.A "business segment" is a system of organizational capabilities designed to develop, sell, deliver and support products, services, advice and experiences to clients and advisors. The Future Business Segment is responsible for strategic formulation, go-to-market planning, and delivery of value to customers, across the following domains (and others as work progresses):

  • Client Offering & Experience
  • Advisor Experience & Support Model
  • Strategy, Performance, and Operations
  • Economics & PolicyThe Director will be responsible to the Sr. Director leading the Advisor Experience & Branch Enablement Team within the Future Business Segment (FBS).

    This individual will partner closely with functional leaders, ensuring FBS needs are met for successful creation of the end-to-end branch journey and execution of strategies to test into and activate it. Doing so will require an understanding of the markets in which the segment participates, the products, services, advice and technologies that make up a winning client value proposition, the capabilities needed for Branch Teams to deliver on that client experience and offering, and strategies that provide a competitive advantage in attracting and retaining Advisors to Edward Jones. This individual will also play a key role in building out team(s), leading individuals indirectly.

    Responsibilities include:
    • Identifying strategies that provide a competitive advantage in attracting and retaining Advisors to Edward Jones.
    • Investigate and verify the desirability of future branch offerings, and influence viability and feasibility of offerings.
    • Partnering with Channel Execution leaders to translate FBS and advisor experience strategy into a roadmap that provides branch teams with the resources and support they need to achieve outcomes (Branch Channel Delivery).
    • Identifying and prioritizing branch desktop / systems / tools and related configurations that enable the desired branch experiences
      Other Responsibilities include:
      • Understand and influence revenue and cost drivers to ensure segment profitability and growth.
      • Accountability for multiple initiatives which impact a diverse stakeholder group
      • Communicating and interacting with stakeholders both vertically and horizontally to drive work to conclusion
      • Ability to connect business outcomes with operational and technological considerations
        • Create, oversee, and assess processes and workflows to support strategy milestones
        • Ability to coordinate trainings, manage risks, and run effective meetings and sessions for various levels of leadership
        • Able to work independently with guidance on complex situationsBachelor's Degree required,
          Advanced Degree preferred
          FINRA Series 7 & 66 Preferred, but not required
          CFP/ChFC Preferred, but not required
          Minimum 10 years of related experience required
          Minimum 5 years leadership experience preferred, but not required
          • 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 Reserved
              • 2021 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. 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:
                  Salary: $128299 - $218456
                  Category: Headquarters

Keywords: EDWARD JONES, Independence , Business Segment Director, Executive , Warrensburg, Missouri

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