Senior Practice Strategist

Edward Jones; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

401k retirement plan

Paid holidays

Vacation time

Volunteer day

Job summary

Edward Jones in Tempe, AZ, is seeking a Senior Practice Strategist to advance the firm's practice model strategy and advisor teaming initiatives. You will translate insights into scalable offerings and activation plans that support advisor growth and client experience.

Reporting to the Director, Practice Model Strategy, you will lead cross‑functional workshops, analyze market and performance data, and partner with Practice Management, Human Capital, and Technology to deliver practical,

Qualifications

• Bachelor's degree required and 6–10 years of experience in strategy, practice management, wealth management, or related fields.
• Experience leading strategic initiatives from concept through implementation.
• Ability to analyze market, client, and performance data to drive recommendations.

Responsibilities

• Executes end‑to‑end work for practice model and advisor teaming initiatives from strategy to rollout.
• Analyzes data to identify opportunities, barriers, and adoption plans.
• Designs segmentation guidance, service models, and decision frameworks for advisors.
• Leads stakeholder workshops and cross‑functional engagements to align partners.
• Partners with Practice Management, Human Capital, Market Management, Learning, and Technology to implement improvements.

Skills

Strategy development

Practice management

Advisor teaming

Wealth management

Business consulting

Organizational effectiveness

Cross-functional collaboration

Education

Bachelor's degree

Master's degree

Job description

This job posting is anticipated to remain open for 30 days, from 11-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.

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.

The Senior Practice Strategist is a senior‑level role within Practice Management responsible for supporting the development, advancement, and activation of the firm's practice model strategy. Reporting to the Director, Practice Model Strategy, this role contributes to the design of scalable practice model offerings, advisor teaming approaches, role strategies, and growth frameworks that help advisors build more valuable, sustainable, and transferable businesses.

The Senior Practice Strategist leverages industry insights, advisor feedback, competitive research, market intelligence, and performance data to identify opportunities, develop recommendations, and support the evolution of future‑state practice models. This role partners closely with Practice Management, Market Management, Human Capital, Field Learning, and other enterprise stakeholders to help ensure practice models are practical, scalable, and aligned with firm priorities.

Through analysis, structured problem solving, and cross‑functional collaboration, the Senior Practice Strategist translates strategic priorities into advisor‑facing guidance, decision frameworks, activation approaches, and implementation plans that support advisor growth, client experience, productivity, scalability, and succession readiness.

Key Responsibilities

• Executes end‑to‑end work for practice model and advisor teaming initiatives, supporting efforts from strategy development through market activation and rollout.
• Supports the evolution of practice model archetypes, service models, role strategies, and operational guidance within established strategic direction.
• Analyzes advisor, market, adoption, and performance data to identify opportunities, barriers, and recommendations that improve practice outcomes.
• Evaluates market feedback, advisor experience insights, and competitive trends to refine priorities, targeting approaches, and adoption plans.
• Designs components of segmentation guidance, service models, decision frameworks, tools, and playbooks that help advisors and leaders evaluate practice model alternatives.
• Executes stakeholder workshops, working sessions, and cross‑functional engagements to align partners on recommendations, decisions, and implementation plans.
• Partners across Practice Management, Advisor Segmentation, Human Capital, Market Management, Learning, Technology, Finance, Risk, and other enterprise functions to support implementation and continuous improvement.
• Optimizes deliverables through clear narratives, practical tools, measurable success criteria, and well‑defined activation approaches.
• Identifies and prioritizes improvement opportunities through advisor feedback, operational performance data, adoption outcomes, and market insights.
• Serves as a subject matter resource in advisor growth, practice management, practice economics, and teaming strategies while contributing to knowledge sharing and capability development across the Practice Strategy organization.

Required Qualifications

• Bachelor's degree.
• 6‑10 years of experience in one or more of the following:
• Strategy development
• Practice management
• Advisor teaming
• Wealth management
• Business consulting
• Organizational effectiveness
• Related business disciplines
• Experience leading strategic initiatives from concept through implementation.
• Experience analyzing market, client, operational, or performance data to develop business recommendations.
• Experience developing frameworks, tools, processes, or implementation plans that drive measurable business outcomes.
• Experience managing multiple projects, initiatives, or priorities simultaneously.

Preferred Qualifications

• Master's degree.
• Experience with advisor growth strategies, practice economics, service models, workforce planning, or practice evolution.
• Experience evaluating business performance, financial impacts, risks, or strategic trade‑offs.

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.