Design & Execution Specialist

Edward Jones; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Edward Jones in Tempe, AZ is seeking a CPT Design & Execution Specialist who serves as a pivotal architect and operational leader in the design, execution, and post-implementation support of complex practice transition strategies.

This role sits at the intersection of strategic planning, stakeholder engagement, and change management to ensure seamless transitions that align with organizational goals while elevating field team performance.

Qualifications

• Comprehensive understanding of branch team structures and workflows.
• Experience applying systems thinking to identify risks and drive sustainable outcomes.
• Proven ability to influence through strategic collaboration.

Responsibilities

• Design, execution, and post-implementation support of complex practice transition strategies.
• Partner with Market and Regional Leadership, Home Office, and branch teams to deliver tailored solutions.
• Drive long-term success in dynamic practice environments.

Skills

Branch operations knowledge

Systems thinking

Stakeholder engagement

Change management

Strategic leadership

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.

The CPT Design & Execution Specialist (DES) serves as a pivotal architect and operational leader in the design, execution, and post-implementation support of complex practice transition strategies. This role operates at the intersection of strategic planning, stakeholder engagement, and change management, ensuring seamless transitions that align with organizational goals and elevate branch team performance. The DES partners with Market and Regional Leadership, Home Office stakeholders, and branch teams to deliver tailored solutions that drive long-term success in dynamic practice environments.

Minimum Requirements

• Comprehensive understanding of branch team structures, roles, and operational workflows.
• 1-2 years of experience applying systems thinking to identify risks, mitigate challenges, and drive sustainable outcomes.

Preferred Expertise

• Proven experience navigating escalations involving field leadership and cross-departmental stakeholders.
• Established relationships across Home Office departments and demonstrated ability to influence outcomes through strategic collaboration.
• Expertise in team dynamics, conflict resolution, and book analysis methodologies.
• Experience designing and delivering onboarding and capability-building programs.

Strategic Competencies

• Strong Communication & Influence
• Strategic Relationship Management
• Conflict Resolution
• Emotional Intelligence
• Continuous Improvement
• Champion of Change

Professional Attributes

• Operates with autonomy and strategic agility in high-pressure environments.
• Demonstrates exceptional judgment, discretion, and resilience in managing sensitive conversations and complex transitions.
• Inspires confidence and engagement through tailored messaging and motivational leadership.
• Balances tactical execution with long-term strategic vision.

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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) .