Business Strategy Leader, Service

Edward Jones; Tempe (AZ); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

Voluntary benefits (accident, hospital

Critical illness insurance

Disability insurance

Life insurance

401k retirement plan

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid holidays (10)

Vacation (15 days)

Sick time

Personal days

Volunteer time off

Bonuses and profit sharing

Job summary

Edward Jones is seeking a senior leader to drive Enterprise Service initiatives and analytics. You will design performance metrics, lead strategic programs, and collaborate with business areas to align with firm-wide objectives.

The role emphasizes data-driven decision-making and risk-aware process improvements. Candidates should have 5+ years of experience, strong leadership, and expertise in BI tools, with the ability to influence across functions and geographies.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 5+ years of professional experience in relevant roles.
• 2+ years in leadership, change management, program management, or transformation.

Responsibilities

• Lead development and execution of strategic initiatives for Enterprise Service and related objectives.
• Design performance management tools, objectives, and success measures for the Service population.
• Provide thought leadership to define Enterprise Service programs and firm-wide priorities.
• Partner with business areas and field leaders to assess current and future needs in strategy, design, talent, and culture.
• Drive continuous improvement to enhance efficiency, effectiveness, and risk management of Enterprise Service processes.

Skills

Leadership

Project management

Communication

Analytical thinking

Stakeholder influence

Power BI

Tableau

Excel (Advanced)

Education

Bachelor’s degree in Business, Finance, Accounting, Economics, Data Science, Analytics, or related field

Tools

Power BI

Tableau

Excel

Job description

This job posting is anticipated to remain open for 30 days, from 19-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

As the firm accelerates its digital and AI transformation, Enterprise Care Business Intelligence serves as the operational backbone that enables change to scale consistently and effectively. By making work visible, measurable, and governed, it empowers leaders to implement automation and AI with confidence, ensuring solutions are sustainable, repeatable, and aligned across the organization rather than fragmented into isolated point solutions.

What You will do:

Lead the development and execution of strategic initiatives that support Enterprise Service and broader organizational objectives. This may include:

• Designing performance management tools, objectives, and success measures for the Service population.

• Providing thought leadership to define and implement Enterprise Service programs and other firm-wide priorities.

• Partnering with business areas and field leaders to assess current and future needs related to strategy, organizational design, talent, and culture.

• Driving continuous improvement efforts to enhance the efficiency, effectiveness, and risk management of Enterprise Service processes, including workforce planning and performance management.

Ensure strategic initiatives are aligned and integrated with broader organizational priorities and operational objectives.

Lead, coach, and develop associates to maximize team effectiveness and strategic impact.

Lead complex initiatives that directly support divisional and Enterprise Service strategies by:

• Defining project scope, deliverables, timelines, resource needs, and critical path activities.

• Monitoring progress against schedule, scope, quality, and budget objectives using established metrics and controls.

• Evaluating trade-offs and making data-driven recommendations to senior leadership.

• Partnering with leaders across the organization to secure resources and drive successful outcomes.

• Identifying, assessing, and mitigating project risks and issues.

• Facilitating meetings, communicating progress, and developing solutions to achieve project objectives.

• Providing timely and actionable insights to senior leadership to support decision-making.

• Building and maintaining strong relationships across departments, divisions, and external vendors.

Required

• Bachelor’s degree in Business, Finance, Accounting, Economics, Data Science, Mathematics, Analytics, or a related field; or equivalent relevant work experience.

• 5+ years of relevant professional experience.

• 2+ years of leadership, change management, program management, or transformation experience.

Knowledge, Skills & Abilities

• Proven leadership, coaching, and team development skills, with the ability to influence stakeholders and drive results across the organization.

• Strong project and program management capabilities, including managing multiple priorities, resources, timelines, and deliverables in a fast-paced environment.

• Excellent communication, presentation, and relationship-building skills, with the ability to collaborate effectively across functions and leadership levels.

• Strong analytical and problem-solving skills, including business impact analysis, trend identification, and development of actionable recommendations.

• Proficiency with Power BI, Tableau, or similar visualization tools, and advanced Microsoft Excel, Word, and PowerPoint skills, including pivot tables, advanced formulas, charting, conditional formatting, and VBA.

Problem Solving

• Ability to solve complex, non-routine business challenges involving multiple stakeholders and competing priorities.

• Sound judgment and decision-making skills with the ability to identify risks, resolve escalated issues, and anticipate operational, resource, and organizational challenges.

• Experience supporting business leaders in workforce planning, performance management, employee engagement, talent development, and process improvement.

**Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1).