Partner Compensation Modeling Leader

Edward Jones; St. Louis (MO); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Edward Jones is seeking a Partnership Strategy & Accounting Leader to guide a four-person team in compensation modeling, forecasting, and practice valuation. You’ll translate firm strategy into actionable work plans and advise stakeholders on partnership economics and advisor-facing tools.

You will collaborate with product teams and senior leaders, shaping education resources and ensuring high-quality execution in a dynamic, client-focused environment.

Qualifications

• Minimum bachelor’s degree in finance, accounting, economics, business, data science, analytics, or related field.
• Progressive experience in financial analysis, forecasting, modeling, strategy or compensation, with leadership experience.
• Strong financial modeling and analytical judgment tied to business decisions.
• Ability to lead and develop professionals while ensuring quality and outcomes.

Responsibilities

• Lead a team of four analysts, set priorities, provide feedback, and develop capabilities.
• Own compensation modeling, affiliation analysis, forecasting, and practice valuation work.
• Establish standards for advisor-facing models, analyses, and resources.
• Translate strategy into team priorities and actionable plans.
• Advise on economic implications of partnership and affiliation alternatives.
• Communicate financial insights to financial advisors and senior leaders.

Skills

Strategic leadership

Financial modeling

Forecasting

Advanced Excel

Communication

Education

Bachelor's degree

Tools

Power BI

Power Query

Excel

Word

PowerPoint

Job description

This job posting is anticipated to remain open for 30 days, from 08-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.

Overview

The Partnership Strategy & Accounting area within the Finance Division collaborates across the firm to design and deliver partnership models that support the firm’s goal of being the premier destination for financial advisors to start, grow, optimize, and pass on a practice. The team partners closely with financial advisors, outside advisors, product teams, and other firm stakeholders to build projections, develop educational resources, and support informed business decisions.

The Partner Compensation Modeling Leader provides strategic direction, people leadership, and delivery oversight for a team of four Strategy Analysts performing advanced compensation modeling and financial analysis. The leader is accountable for the quality, consistency, and business impact of the team’s work, while serving as a senior partnership subject matter expert and trusted advisor to firm leaders and financial advisors.

What You’ll Do

• Lead, coach, and develop a team of four Strategy Analysts, setting clear priorities, allocating work, providing timely feedback, and building the team’s financial, consulting, and presentation capabilities.
• Own the team’s portfolio of compensation modeling, partner affiliation analysis, forecasting, and practice-valuation work, ensuring outputs are accurate, well-controlled, scalable, and decision-ready.
• Establish standards and review processes for advisor-facing modeling tools, projections, analyses, presentations, and educational resources.
• Translate firm strategy into team priorities, business requirements, analytical frameworks, and executable work plans.
• Serve as a senior partnership subject matter expert, advising financial advisors and firm stakeholders on the economic implications of partnership and affiliation alternatives.
• Communicate financial analysis and other strategic information (including economic trade-offs) to financial advisors in partner models.
• Partner with Product Teams in the design, development, testing, and implementation of new affiliation model compensation capabilities, solutions, and educational experiences.
• Identify opportunities with broad impact and visibility, frame the business case, recommend solutions, and lead implementation through completion.
• Champion the innovation and evolution of processes, controls, data, tools, and team operating practices to meet changing business needs and increasing organizational complexity.
• Manage competing priorities and emerging requests while maintaining transparency on capacity, timing, risks, and expected outcomes.
• Promote an inclusive, collaborative, and accountable team environment that supports sound judgment, continuous learning, and high-quality execution.

What You’ll Need

• Bachelor’s degree in accounting, finance, economics, business, data science, analytics, or a related discipline, or relevant work experience.
• Progressive experience in financial analysis, forecasting, financial modeling, strategy, compensation, or a related field, including demonstrated experience leading people or complex work through others.
• Advanced financial analysis and modeling skills, with the judgment to challenge assumptions, interpret results, and connect analysis to business decisions.
• Ability to lead, coach, and develop experienced professionals while establishing accountability for quality, collaboration, and outcomes.
• Ability to prioritize a portfolio of concurrent work, make trade-offs, and adjust quickly as business needs change.Ability to translate business strategy into clear requirements, analytical approaches, team priorities, and implementation plans.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, including pivot tables and advanced formulas.
• Working knowledge of accounting processes, key tax principles, and financial statements.
• Ability to communicate complex financial information and strategic concepts clearly to financial advisors and senior and executive leaders.
• Demonstrated ability to influence across organizational boundaries, navigate differing perspectives, and drive decisions without relying solely on formal authority.
• Strong written, verbal, presentation, facilitation, and stakeholder‑management skills.
• Ability to work effectively in a highly collaborative environment while exercising independent judgment.

What Could Set You Apart

• Experience leading teams responsible for compensation, partnership economics, affiliation models, practice valuation, or advisor‑facing financial consulting.
• A CPA license, advanced degree, or other relevant professional credential.
• Working knowledge of agile product management and experience partnering with digital product teams.
• Proficiency with business intelligence and data‑transformation tools such as Power BI and Power Query.
• Experience implementing governance, controls, and quality‑review practices for sophisticated financial models and decision‑support tools.
• A track record of turning ambiguous strategic questions into scalable tools, recommendations, and business outcomes.

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' 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.