Operations Generalist - Data-Driven Process Improvement

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Department Generalist to support the External Transfers & Insights Department within Operations. You will partner with leaders and branches, drive process improvements, and monitor performance metrics to enhance service delivery and outcomes.

The role emphasizes collaboration, change initiatives, and translating business needs into actionable improvements across cross-functional teams.

Qualifications

• A bachelor's degree or relevant work experience is preferred.
• Appropriate securities registrations will be required if it is required for the work in the department.
• 5+ years of experience in a financial services environment.

Responsibilities

• Applies advanced operational and technical knowledge to serve as a trusted resource for leaders, associates, and branches, supporting the execution of departmental priorities, initiatives, and business objectives.
• Provide oversight and accountability for vendor partnerships, ensuring performance expectations, service commitments, and operational standards are consistently met while driving issue resolution and continuous improvement.
• Serves as a key contributor within the department by resolving complex issues and escalations, sharing expertise, and supporting the successful achievement of team goals and service commitments.
• Monitors, analyzes, and reports on departmental performance, including timeliness, quality, productivity, and other established performance metrics, identifying trends and opportunities for improvement.
• Conducts quality reviews, provides constructive feedback, and supports associate development through knowledge sharing, coaching, and reinforcement of best practices.
• Utilizes data analysis and reporting tools to identify trends, operational risks, capacity impacts, and opportunities to enhance service delivery and business outcomes.
• Partners with leaders, associates, and business stakeholders to evaluate existing processes, identify inefficiencies, and recommend practical solutions that improve effectiveness, consistency, and scalability.
• Demonstrates curiosity and adaptability in learning new technologies, business processes, and automation solutions while helping translate business needs into actionable improvement opportunities.
• Participates in the development, testing, implementation, and adoption of process improvements, reporting solutions, and automated workflows to support evolving business needs.
• Leverages data and operational insights to support decision-making, prioritize improvement opportunities, and measure the effectiveness of implemented solutions.
• Collaborates with cross-functional partners to gather requirements, document business processes, and contribute to initiatives that enhance associate, branch, and client experiences.

Education

Bachelor's degree or relevant work experience

Series 99 license preferred; Series 7 preferred

Job description

Edward Jones is seeking a Department Generalist to support the External Transfers & Insights Department within Operations. You will partner with leaders and branches, drive process improvements, and monitor performance metrics to enhance service delivery and outcomes.

The role emphasizes collaboration, change initiatives, and translating business needs into actionable improvements across cross-functional teams.