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) required
Organizational and project management skills
Exceptional customer service skills
Have 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 decisions
General 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 absence
Ability to lead projects and lead implementation of new initiatives
