Branch Real Estate Transaction Strategist

Edward Jones; St. Louis (MO); On-site; USD 120,000 - 160,000; Full time

Job summary

Edward Jones is seeking a senior real estate strategy professional to join our team in the United States, focusing on branch real estate strategies and data-driven decision making.

You will lead initiatives, develop reporting and metrics, and collaborate with Market Leaders, Region Leaders and Home Office stakeholders to align with the firm’s real estate goals.

Qualifications

• Experience applying data analytics to inform real estate decisions.
• Ability to build and deliver reporting for data-driven decisions.
• Strong cross-functional collaboration and project leadership.

Responsibilities

• Determine and develop detailed reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy.
• Lead key initiatives that directly tie to firm strategy, ensuring the implementation of processes and guidelines for successful execution.
• Provide thought leadership that helps to define and guide implementation of Market Management across Branch Real Estate.
• Oversee the development review, maintenance and delivery of guidelines, policies and processes related to the effective and efficient delivery of Real Estate Strategies for field utilization.
• Build the infrastructure within Branch Real Estate, ensuring a support structure for Market Leader, Region Leaders and Market Strategists.
• Ensure partnership, alignment and collaboration with Home Office key stakeholders, providing the initial identification of those key stakeholders.
• Create the necessary technology and system based tools to address needed real estate decisions. Provide field leaders with financial insights and business impacts to support real estate project.

Skills

Data analysis

Reporting

Project management

Stakeholder management

Leadership

Job description

This job posting is anticipated to remain open for 30 days, from 20-Oct-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Support all Firm Level Strategies that impact Branch Real Estate, determine and implement the processes and guidelines for successful execution. Partner with Market Management and other key stakeholders to provide a support structure that ensures the 36 Market Leaders and 334 Region Leaders have the real estate strategies, resources, metrics, financial information and data at the branch, region and market level to make informed real estate decisions that progress the Market Business Plan.

• Determine and develop detailed Reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy.
• Lead key initiatives that directly tie to firm strategy, ensuring the implementation of processes and guidelines for successful execution.
• Provide thought leadership that helps to define and guide implementation of Market Management across Branch Real Estate.
• Oversee the development review, maintenance and delivery of guidelines, policies and processes related to the effective and efficient delivery of Real Estate Strategies for field utilization. These strategies addressing FA Growth, FA Profitability, real estate constraints and market consolidation.
• Build the infrastructure within Branch Real Estate, ensuring a support structure for Market Leader, Region Leaders and Market Strategists.
• Ensure partnership, alignment and collaboration with Home Office key stakeholders, providing the initial identification of those key stakeholders.
• Create the necessary technology and system based tools to address needed real estate decisions. Provide field leaders with financial insights and business impacts to support real estate project.
• Determine and develop detailed Reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy. prioritization.
• Ability to identify, prioritize, monitor, communicate and resolve issues that can impact a large, complex project/initiative.
• Excellent skills in multi-tasking, and prioritizing.
• Ability to apply sound business judgment to complex and non-routine issues while maintaining a good balance of understanding between business trade-offs and departmental guidelines.
• Confident to make consistent, aligned decisions and recommendations to associates, leaders, and General Partners that could have an impact on the performance of branch teams, and ability to meet the clients' needs.
• Ability to prioritize and handle complex workflows, projects and operational decisions.
• Lead projects, initiatives and teams that require decisions made daily that impact the development and support of branch teams each year and therefore impact the service to clients.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.