Sr Branch Real Estate Consultant
Company: EDWARD JONES
Location: Lone Jack
Posted on: November 25, 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 Real Estate team exists to evolve the firm's real
estate strategy to meet current and future client expectations and
branch team needs. Branch Real Estate works in partnership with
Financial Advisors and key home office stakeholders to support the
firm's branch real estate initiatives.
The Senior Branch Real Estate Consultant serves as a main point of
contact for Edward Jones. Primary functions are:
Responsible for analyzing and
responding to more complex incoming real estate requests (US and
Canada) from Financial Advisors, Regional Leaders, Area Leaders and
numerous home office departments.Partner with Area Leaders,
Regional Leaders, and Branch Teams.Build, maintain relationships,
and work in partnership with workflow business areas such as Client
Team Evolution Design, Branch and Region Development, Client
Transition, FA Compensation, Compensation and Expense Services,
Network Field Services, Business Continuity, Global Security and
Branch Real Estate Leadership.Handle complex branch real estate
escalation issues. Assist, support and guide Branch Real Estate
Consultant I and II with more difficult and complex situations.
Gather feedback, identify and share best practices to assist future
branch teams.Document real estate issues, identify opportunities
and work with departments across the firm to resolve issues or
implement new ideas.Understand and effectively communicate firm
real estate policies, guidelines, tradeoffs, and P&L
impacts.Provide indirect supervision of department's contract
associates.Provide oversight reviews of Branch Real Estate workflow
processes to ensure accuracy, client service excellence and project
completion.
Identify opportunities to create
efficiencies for Branch Real Estate by participating in projects,
leading, and implementing department initiatives.Represent the
department and act as a liaison with other business areas, such as
delivering presentations regarding Branch Real Estate at other
business area's meetings.
Branch Real Estate Consultants must
be adaptable, willing to champion change and innovation, and have a
collaborative spirit as we work with the field and multiple
business areas across home office.
Bachelors degree (or equivalent
related work experience) requiredOrganizational and project
management skillsExceptional customer service skillsHave an
understanding of the Edward Jones FA performance expectations. Must
be able to analyze an FAs tenure, Practice Management Level, level
of business and make appropriate financial decisions for the
firm.Associate must also have an understanding of Associate
Relations policies, business continuity planning for catastrophic
events within regions and impacts to an FA's P&L statement.Must
have ability to balance Compliance, Legal and Associate Relations
business decisionsGeneral knowledge of broad corporate principles
and practices including Finance, Associate Relations, IS,
Marketing, Branch Real Estate, etc.Ability to temporarily serve as
leader in leader's absenceAbility to lead projects and lead
implementation of new initiatives
- 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, Independence , Sr Branch Real Estate Consultant, Professions , Lone Jack, Missouri
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