Job Description:

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Team Overview:

The Transformation Office (TO) is group of high performing individuals in service to the Enterprise Leadership Team (ELT). The team surfaces the highest priority issues across the organization to the ELT, consults and supports major cross functional efforts with key stakeholders, shapes / partners on innovation type efforts, and supports the senior leadership governance responsibilities. The (TO) also partners with key functions like Firm Strategy and Enterprise Change and Communication on the manifestation of the firm's long-term strategy to create the clarity and alignment needed for senior leaders to drive adoption among broader stakeholder groups.

What You Will Do:

The Senior Transformation Analyst will contribute to major efforts in service to the firm's Transformation. The Senior Analyst will lead the creation of analyses & insights of high impact strategic issues confronting the firm and translate those findings into recommended decisions. The Senior Analyst will be expected to contribute to multiple efforts across the product ecosystem of the Transformation Office, including but not limited to specific external engagements directly with stakeholders and internal efforts to improve the ways of working among the team. The Senior Analyst will be expected to thrive in a matrixed style environment, providing and receiving coaching and feedback (with peers and leaders) through direct and indirect reporting lines.

Responsibilities include:

• Collaborate with key stakeholders on solutions to issues that exist at the team, division, and enterprise levels


• Lead enterprise decision making exercises with various strategy workshops with stakeholders across the firm.


• Support the translation of enterprise strategic objectives across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.


• Ability to lead sessions with enterprise leaders focused on the primary constraints & paths to resolution


• Develop and maintain relationships with internal stakeholders to ensure key business questions and needs are addressed


• Operate autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress


• Acts as a resource for colleagues with less or similar experience; may lead small projects with manageable risks and resource requirements.  May coach, mentor or provide guidance within or across teams.

Position Requirements:

What Experience You Need:

• Bachelor's Degree required, advanced degree preferred


• Minimum Experience: 5-7 years, preferred 7+ years


• Possesses growth mindset to understand the firm's long-term strategy and competitive environment


• Experience contributing to high-impact strategy assignments is preferred


• Ability to apply systems thinking to evaluate problems and issues from multiple points of view


• Supports the translation of broad strategies into clear objectives and practical plans


• Possesses learning mindset & adoption of agile ways of working & product management


• Ability to balance contributions across multiple workstreams while dedicating time to personal development


• Comfort in working through ambiguity, taking direction from multiple sources to partner on recommendations


• Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

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