Senior Manager - Engagement Management Consultant

Edward Jones; Tacoma (WA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401k retirement plan

Paid holidays

Vacation days and sick time

Job summary

Edward Jones in the United States seeks a Senior Manager - Engagement Management Consultant to partner with business owners and enterprise leaders to shape and execute high‑impact AI, emerging technology, and analytics initiatives. This role sits at the intersection of strategy, innovation, and execution, helping turn ambitious ideas into measurable business outcomes.

As a trusted consultant, you will translate complex priorities into actionable designs, align stakeholders, and ensure

Qualifications

• 6+ years experience in strategy consulting, business analysis, or analytics with senior leaders on complex initiatives.
• Knowledge of AI, analytics, and emerging technologies to shape solutions (not hands-on engineering).
• Deep understanding of wealth management/financial services business models and how tech drives growth and client outcomes.
• Proven ability to lead cross-functional delivery and translate strategy into executed outcomes.

Responsibilities

• Define desired business outcomes with owners to shape AI/analytics solutions.
• Lead end-to-end execution of strategic initiatives from problem framing to value realization.
• Facilitate executive workshops to drive alignment and decision-making for complex initiatives.
• Translate challenges into hypotheses and recommendations supported by data and tech capabilities.
• Co-lead cross-functional teams to ensure feasible and well-governed solutions.

Skills

Strategy consulting experience

AI and analytics awareness

Leadership of cross-functional teams

translating strategy to execution

Education

Advanced degree or certifications in Business/Analytics/Finance/Economics

Job description

This job posting is anticipated to remain open for 30 days, from 28-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 500 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.

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Senior Manager - Engagement Management Consultant

The Senior Manager - Engagement Management Consultant is a senior advisor and delivery leader who partners directly with business owners and enterprise leaders to shape and execute high‑impact AI, emerging technology, and analytics initiatives. This role sits at the intersection of strategy, innovation, and execution, helping turn ambitious ideas into measurable business outcomes.

Serving as a trusted consultant, you will translate complex and ambiguous strategic priorities into actionable solution designs, align diverse stakeholders, and ensure initiatives deliver real business value. As a leader within a small, high‑impact consulting team, you will bridge vision and execution—moving initiatives from concept to reality in a fast‑changing technology landscape.

This role is ideal for someone who enjoys working with senior leaders, thrives in ambiguity, and is passionate about applying AI and emerging technologies to solve meaningful business problems.

Key Responsibilities:

• Partner with business owners and enterprise leaders to define desired business outcomes and shape AI, emerging technology, and analytics solutions that directly support those outcomes.
• Lead end‑to‑end execution of strategic initiatives, from problem framing and solution design through delivery oversight and value realization.
• Facilitate executive‑level working sessions and workshops to drive alignment, decision‑making, and prioritization for complex, high‑impact initiatives.
• Translate ambiguous business challenges into clear hypotheses, options, and recommendations supported by data, analytics, and emerging technology capabilities.
• Co‑lead cross‑functional teams (technology, analytics, risk, operations) to ensure solutions are feasible, well‑governed, and executed effectively.
• Drive measurement of progress and outcomes, ensuring AI and analytics initiatives deliver against stated short‑, medium‑, and long‑term business objectives.
• Communicate strategy, execution plans, and progress to senior leadership through clear, compelling presentations and written materials.
• Monitor industry, competitive, and technology trends to inform solution design and proactively identify new opportunities for impact.
• Apply a detailed understanding of both qualitative and quantitative research methodologies and sampling designs to make recommendations to senior leaders on research approach; explaining the benefits (and drawbacks) of the design.

This position is known internally as Senior Manager - Themes Strategist

Minimum Experience:

• 6 + years experience in strategy consulting, business analysis, or analytics, with experience advising senior leaders on complex, ambiguous initiatives.
• Working knowledge of AI, analytics, and emerging technologies sufficient to shape solutions, assess trade‑offs, and guide execution (not hands‑on engineering).
• Deep understanding of wealth management and/or financial services business models, including how technology and analytics drive growth, efficiency, and client outcomes.
• Proven ability to lead cross‑functional delivery and translate strategy into executed outcomes.
• Understand, analyze, and recommend various research methodologies (both qualitative and quantitative) to address firm‑wide business issues. Knowledge of statistics and analytical methodologies.

Preferred experience:

• Advanced degree or certifications in Business, Analytics, Finance, Economics, or related fields.
• Prior experience shaping or delivering AI‑enabled or analytics‑driven solutions in regulated environments.
• Exposure to digital wealth management, practice management, or asset management, with a strong grasp of advisor and client workflows.
• Familiarity with value measurement, benefits realization, and change management for enterprise technology initiatives.

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.