Senior Enterprise Strategy & Planning Lead

Edward Jones; St. Louis (MO); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays

Job summary

Edward Jones is seeking a Senior Firm Planning Specialist to lead multi-year strategic planning and partner with senior leaders to align priorities and drive measurable business outcomes. The role emphasizes data-driven analysis, governance, and collaboration across business segments and corporate functions in a complex organization.

Candidates should have a Bachelor’s degree with 15+ years of experience in strategy, finance, or related fields, and strong executive-facing skills.

Qualifications

• Bachelor’s degree and 15+ years of experience in strategic planning, transformation, consulting, finance, portfolio management, or related fields.
• Proven ability to develop enterprise strategy, influence senior leaders, and drive cross-functional alignment.
• Strong analytical, systems-thinking, communication, and change leadership capabilities.
• Experience facilitating executive-level planning, governance, and decision-making processes.
• Ability to navigate complex business challenges, resolve conflict, and deliver results through collaboration.

Responsibilities

• Lead the firm's multi-year strategic planning process and ensure alignment with organizational goals.
• Conduct strategic analyses, forecasting, scenario planning, and risk assessments to support decision-making.
• Partner with executive leaders to evaluate, prioritize, and advance strategic initiatives.
• Design business requirements and planning frameworks for complex cross-functional projects.
• Provide data-driven recommendations and insights to influence business strategy and investment decisions.
• Guide initiatives through governance processes while managing dependencies, risks, and stakeholder alignment.
• Drive process improvements that increase planning effectiveness, operational efficiency, and execution success.
• Serve as a trusted advisor and strategic partner to senior leaders across the organization.

Skills

Strategic planning

Analytical thinking

Stakeholder management

Communication

Change leadership

Executive governance

Education

Bachelor’s degree

MBA

PMP

Lean Six Sigma

Series 7

Tools

None

Job description

Edward Jones is seeking a Senior Firm Planning Specialist to lead multi-year strategic planning and partner with senior leaders to align priorities and drive measurable business outcomes. The role emphasizes data-driven analysis, governance, and collaboration across business segments and corporate functions in a complex organization.

Candidates should have a Bachelor’s degree with 15+ years of experience in strategy, finance, or related fields, and strong executive-facing skills.