Director of Workplace Strategy and Solutions

Edward Jones; Tempe (AZ); On-site; USD 210,000 - 260,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid holidays

Paid vacation

Job summary

Edward Jones seeks aDirector of Workplace Strategy and Solutions to translate strategy into enterprise execution. You will lead cross-functional teams with product, operations, technology, and risk to build scalable workplace capabilities and unlock new market opportunities.

You will shape long-term vision, forecast capital allocation, and work with partner groups to deliver measurable client and organizational value in a private, client-focused environment.

Qualifications

• Bachelor’s degree required; Master’s degree preferred.
• 10+ years in corporate strategy, management consulting, or strategic planning.
• Experience leading strategic initiatives in complex, matrixed organizations across functions.
• Proven ability to translate strategy into execution plans.
• Strong analytical and problem-solving skills with data-driven insights.

Responsibilities

• Champion new strategic capability for Workplace Segment and roadmaps.
• Identify client and plan opportunities in emerging workplace markets.
• Translate vision into executable business plans with cross-functional partners.
• Establish operating model, governance, and enterprise-wide partnerships.
• Monitor market adoption and performance to refine strategy.

Skills

Strategic leadership

Cross-functional collaboration

Analytical thinking

Forecasting & capital allocation

Partnership development

Education

Bachelor's degree

Master's degree preferred

Job description

This job posting is anticipated to remain open for 30 days, from 02-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.

Purpose, Inclusion and Citizenship Report

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

Team Overview:

The Workplace Business Segment is seeking a highly influential and strategic leader to join the team as a Director of Workplace Strategy and Solutions. In this highly visible role, you will partner with the Workplace Leadership Team and functional areas across the firm to translate strategy into execution and lead the development and integration of new workplace capabilities. As part of an emerging business segment, you will have the opportunity to produce meaningful results and help position the firm for new market opportunities.

At Edward Jones, the Workplace Business Segment helps employers deliver retirement and workplace-related benefits to their employees, including retirement plans, such as 401(k) plans, and financial wellness resources.

At Edward Jones, the Workplace Business Segment helps employers deliver retirement and workplace-related benefits to their employees, including retirement plans, such as 401(k) plans, and financial wellness resources.

What You’ll Do:

• Champion the introduction of a new strategic capability for the Workplace Segment, creating the roadmap for enterprise adoption and scaling to support future growth and market differentiation.
• Identify and unlock new client and plan opportunities by developing strategies that expand the segment’s reach into emerging workplace markets and unmet client needs.
• Translate strategic vision into executable business plans by partnering with product, operations, technology, service, risk, legal, and marketing teams to build the capabilities required for successful growth.
• Establish the operating model, governance structure, and cross-functional partnerships needed to embed and scale the capability across the enterprise.
• Monitor market adoption, client outcomes, and business performance, using data-driven insights to refine strategy and accelerate growth and value creation.

What Experience You Need:

• Bachelor’s degree required; Master’s degree preferred
• 10+ years of experience in corporate strategy, management consulting, integration management, or strategic planning
• Experience leading strategic initiatives in complex, matrixed organizations across products, field management, marketing, legal and compliance and other functions
• Proven ability to shape a long-term strategic vision and translate into execution plans across functions
• Strong analytical and problem-solving skills with the ability to synthesize complex information into clear recommendations
• Strong business acumen with the ability to connect market trends, competitive dynamics, and business performance
• Demonstrated ability to forecast, plan, and maximize capital allocation to realize business value and generate results
• Ability to establish and forge external partnerships to meet client needs and scale

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

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's 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.