Senior Director, Advisor Segmentation & Strategy

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

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.