Senior Specialist, Integration Management

Edward Jones; Tacoma (WA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401k retirement plan

Health insurance

Paid holidays

Vacation time

Job summary

Edward Jones seeks a Senior Specialist, Integration Management Office to help shape and deliver strategic initiatives, including acquisitions and partnerships. You will partner with senior leaders to align priorities, manage dependencies, and drive enterprise-wide integration programs.

The role emphasizes governance, planning, and execution across cross-functional teams, with a focus on successful Day 1 readiness and long‑term transformation.

Qualifications

• Bachelor's degree required or equivalent.
• Experience with change management and agile delivery.
• Exposure to mergers & acquisitions and enterprise integrations a plus.
• Ability to influence senior leaders and drive cross‑functional alignment.

Responsibilities

• Support planning and execution of strategic integrations, acquisitions, and partnerships.
• Coordinate cross-functional integration activities across business, operations, technology, finance, compliance, legal, risk and people processes.
• Develop and maintain integrated project plans, milestones, dependencies, risk logs, and executive reporting.
• Support Integration Management Office governance activities, including steering committee prep and progress reporting.
• Track objectives, value capture, and KPIs to ensure intended business benefits.
• Partner with senior leaders to plan and execute high‑impact initiatives and integration programs.
• Build strong relationships across the organization to foster collaboration and alignment.
• Support organizational readiness and change adoption for new initiatives and processes.
• Drive readiness planning and transition execution for Day 1 and post‑close stabilization.

Skills

Strategic leadership

Change management

Agile methodologies

Lean portfolio management

Cross-functional collaboration

Education

Bachelor's degree in Business, Finance, Management

Job description

This job posting is anticipated to remain open for 30 days, from 05-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 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.

Are you a strategic thinker who thrives at the intersection of business strategy, planning, execution, and enterprise integration management? As a Senior Specialist, Integration management Office, you’ll play a critical role in helping shape and deliver the firm’s most important strategic initiatives and integration efforts, including acquisitions and strategic partnerships. You’ll partner with senior leaders across the organization, to align priorities, identify opportunities and risks, facilitate decision‑making, and drive coordination across complex, enterprise‑wide efforts.

In this highly visible role, you’ll serve as a trusted advisor to business and functional leaders, helping connect strategy to execution while ensuring initiatives and integrations are positioned for success. You will help establish governance, facilitate cross‑functional planning, manage dependencies, and support the execution of critical business transformations. This is an excellent opportunity for someone who enjoys influencing outcomes, solving complex business challenges, and working across all levels of the organization to drive meaningful change.

What You'll Do

• Support the planning and execution of strategic integrations, including acquisitions, and strategic partnership implementations.
• Coordinate cross‑functional integration activities across business, operations, technology, finance, compliance, legal, risk, and people‑focused workstreams.
• Develop, maintain, and monitor integrated project plans, milestone tracking, dependency management, risk/issue logs, decision registers, and executive reporting for integration initiatives.
• Support Integration Management Office (IMO) governance activities, including steering committee preparation, executive updates, and progress reporting.
• Track integration objectives, strategic outcomes, value capture opportunities, and key performance indicators to ensure intended business benefits are achieved.
• Partner with senior leaders to support the planning, prioritization, and execution of the firm’s highest‑impact strategic initiatives and enterprise integration programs.
• Build strong relationships across the organization to foster collaboration, communication, and alignment.
• Support organizational readiness and change adoption efforts for new initiatives, processes, and capabilities, by facilitating integration planning workshops, readiness assessments, and cross‑functional working sessions to drive alignment and accelerate decision‑making.
• Drive readiness planning and transition execution activities to ensure successful implementation and business continuity; supporting Day 1 readiness, post‑Close stabilization efforts.
• Identify opportunities to improve planning, integration, governance, and execution practices across the firm’s acquisition and strategic partnership initiatives.

Qualifications

• Bachelor's degree in Business, Finance, Management, or a related field.
• Knowledge of change management, Agile, Lean Portfolio Management (LPM), project‑based delivery methodologies, and execution best practices.
• Significant experience in Mergers and Acquisitions, strategic partnerships, enterprise integrations, strategic planning, program management, consulting, or a related field.
• Proven ability to influence senior leaders and drive alignment across multiple business areas without direct authority.
• Strong business acumen with the ability to evaluate organizational impacts, strategic priorities, and enterprise‑wide initiatives.
• Experience leading complex, cross‑functional initiatives from planning through execution and adoption.
• Demonstrated success facilitating executive‑level discussions, decision‑making, and governance processes, including developing executive level reporting and decision support documentation.
• Strong analytical, critical thinking, and problem‑solving skills, with the ability to identify risks, dependencies, and opportunities.

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.