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Behavioral Scientist, Branch Development

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.BRANCH DEVELOPMENT
The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.
Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

Position: Behavioral Scientist
This role will lead a variety of behavioral science projects from initiation through delivery. The work will include light consulting to in-depth project work with the focus on applying principles of human behavior to Edward Jones in three general areas: Consulting, Research, and Awareness. There will be a strong partnership between this function and internal research groups. This role will partner with test and learn functions, experimentation, design thinking, analytics/insights, and other shared services. Finally, this role will help increase the behavioral science knowledge and acumen at Edward Jones.

Key Responsibilities:

  • Enhance firm understanding, awareness, and application of behavioral science concepts to enhance delivery of Human Centered Wealth Management
  • Guide senior leaders as they set vision and make plans for strategic direction of key areas
  • Represent complex data and concepts to a variety of audiences (senior leaders, associates in small and large groups)
  • Collaborate and influence across the Insights Network and Shared Services groups: understand capabilities of departments across the firm and leverage/partner effectively
  • Apply behavioral science solutions that will meet their business goals
  • Provide behavioral science insight on how our business decisions will affect our FAs, BOAs, and clients
  • Understand, analyze, and recommend various research methodologies using both qualitative and quantitative research methodologies to address firm-wide business issues.
  • Educate and advocate for experimentation as a key firm business process for data-based decision making
  • Educate and advocate for experimentation
  • Consult with business areas on the design of the experimental intervention
  • Apply behavioral science principles to the experimental protocol to increase adoption
  • Keep abreast of new developments in behavioral science research
  • Identify, guide and partner with academics and external vendors to execute research projects or other consulting and training opportunities
  • Apply new developments in behavioral science to firm strategies and Branch Insights research
  • Collaborating with other business areas and the field to diagnose current and future insights-based business needs.
  • Partner with research strategists and analysts to incorporate behavioral science principles in research studies
    • Masters degree or equivalent work experience required (field of interest is in Social Sciences - behavioral science, psychology, organizational behavior, behavioral finance, behavioral economics, etc.).
    • Doctoral degree preferred. (field of interest is in Social Sciences - behavioral science, psychology, organizational behavior, behavioral finance, behavioral economics, etc.).
    • 8+ years relevant work experience
    • In depth knowledge and understanding of Behavioral Science, Psychology, Behavioral Economics, Behavioral Finance.
    • Knowledge of research methods and design
    • Ability to collaborate and influence others.
    • Excellent organizational skills.
    • Excellent communication skills.
    • Ability to set priorities.
    • Project Management skills.
    • Effectively coordinate and manage multiple large-scale projects.
      • 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: $106916 - $182047
              Category: Headquarters

Keywords: EDWARD JONES, Independence , Behavioral Scientist, Branch Development, Other , Warrensburg, Missouri

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