Senior Director, Advisor Segmentation

Edward Jones; Tempe (AZ); On-site; USD 180,000 - 260,000; Full time

Job summary

Edward Jones is seeking a Senior Director, Advisor Segmentation to lead the firm’s advisor segmentation and transform insights into targeted strategies, experiences, and interventions that boost advisor outcomes and firm priorities.

In this role, you will collaborate across Practice Management, Market Management, Business Segments, Analytics, and enterprise partners, balancing long-term strategy with execution and driving measurable business results.

Qualifications

• Experience leading enterprise strategy, segmentation, practice management, customer experience, analytics, or business transformation initiatives.

Responsibilities

• Own and evolve the firm's advisor segmentation strategy and roadmap and serve as the firm's senior thought leader on advisor segmentation.
• Establish and maintain frameworks that identify where advisor needs differ most and influence how resources, experiences, and interventions should be targeted.
• Develop segment-level value propositions, strategic priorities, and success measures that support firm objectives.
• Identify and prioritize the highest-impact segment opportunities, performance gaps, and adoption risks.
• Partner with business leaders and enterprise stakeholders to embed segmentation into planning, decision-making, investment prioritization, and advisor enablement.

Skills

Strategic leadership

Enterprise strategy

Analytics

Customer experience

Business transformation

Job description

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

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.

The Senior Director, Advisor Segmentation leads the firm’s advisor segmentation capability, transforming advisor insights into targeted strategies, experiences, and interventions that improve advisor outcomes and advance firm priorities. This leader is accountable for developing and evolving the segmentation framework, identifying the highest-impact opportunities across advisor populations, and ensuring enterprise resources are aligned to the advisors who will benefit most.

Working across Practice Management, Market Management, Business Segments, Analytics, and enterprise partners, the Senior Director serves as the strategic leader who connects advisor needs to targeted and tailored action. The role balances long-term strategy development with operational execution, ensuring segment strategies are translated into measurable business outcomes and sustainable enterprise practices. This position plays a critical role in helping the firm deliver more personalized support to advisors while improving business performance, advisor satisfaction, and enterprise effectiveness.

Key Responsibilities

• Own and evolve the firm's advisor segmentation strategy and roadmap and serve as the firm's senior thought leader on advisor segmentation.


• Establish and maintain frameworks that identify where advisor needs differ most and influence how resources, experiences, and interventions should be targeted.


• Develop segment-level value propositions, strategic priorities, and success measures that support firm objectives.


• Identify and prioritize the highest-impact segment opportunities, performance gaps, and adoption risks.


• Partner with business leaders and enterprise stakeholders to embed segmentation into planning, decision-making, investment prioritization, and advisor enablement.


• Continuously evaluate segmentation criteria, sub-segmentation opportunities, and emerging advisor needs to ensure relevance and impact.


• Establish strong governance practices supporting segmentation decisions, priorities, investments, and tradeoffs.


• Influence senior leaders across Practice Management, Market Management, Business Segments, and Marketing to build alignment amongst diverse priorities &perspectives.

The successful candidate will:

• Think strategically while driving measurable execution.


• Influence without direct authority across a highly matrixed organization.


• Balance advisor needs with enterprise priorities and resource constraints.


• Use data, insights, and field perspectives to inform decisions.


• Build high-performing teams and develop future leaders.


• Foster a culture of collaboration, innovation, accountability, and continuous improvement.

Preferred Qualifications

• Extensive experience leading enterprise strategy, segmentation, practice management, customer experience, consulting, analytics, or business transformation initiatives.


• Demonstrated success influencing senior executives and leading large-scale cross-functional programs.


• Strong analytical capabilities with the ability to translate complex data into actionable business strategies.


• Proven ability to drive organizational change, adoption, and business performance improvements.


• Experience developing operating models, governance structures, and strategic activation plans.


• Exceptional communication, stakeholder management, and executive presence.

What Success Looks Like

• Create a segmentation capability that is widely adopted across the enterprise.


• Enable the firm to deliver the right resources, support, and experiences to the right advisors at the right time.


• Improve advisor outcomes, productivity, satisfaction, and practice sustainability through targeted strategies.


• Establish Advisor Segmentation as a core enterprise decision-making framework that informs investments, priorities, and business strategy.


• Build a scalable operating model that connects advisor insights to measurable business impact.

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.