Strategic Advisory Consultant - Wealth Growth

Edward Jones; St. Louis (MO); Hybrid; USD 120,000 - 204,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision

401k retirement plan

Paid holidays

Vacation and sick leave

Employee Assistance Program

Job summary

Edward Jones in St. Louis seeks a Senior Consultant for its newly created Strategic Advisory team. You will advise and evaluate strategies with enterprise leaders to support growth initiatives, facilitate decision making, and develop options and recommendations.

You will lead strategy workshops, manage cross-functional teams, perform scenario analyses, and present findings to senior executives. This role requires 5+ years in strategy/analytics and wealth management experience.

Qualifications

• Bachelor's degree in Accounting, Finance, or Economics is required; advanced degrees or certifications are preferred.
• 5+ years of relevant work experience in strategy/analysis at top firms or financial services.
• Wealth Management experience with WM segments and Practice Management.
• Ability to drive independent workstreams across multiple projects.
• Strong quantitative problem solving and analytical abilities.
• Experience with high-impact strategy assignments in ambiguous environments.
• Excellent verbal and written communication for thought leadership.

Responsibilities

• Collaborate with senior leadership to determine and implement strategic steps for growth.
• Lead strategy workshops and maintain trust-based relationships with internal clients.
• Analyze high-impact strategic issues, structure problems, gather data, and present findings.
• Communicate clearly with senior audiences via presentations and meetings.
• Track industry trends and develop forecasts as needed.
• Manage multiple projects to ensure timely deliverables.

Skills

Strategic thinking

Executive communication

Cross-functional collaboration

Quantitative analysis

Scenario analysis

Education

Bachelor's degree in Accounting, Finance, or Economics

Advanced degree or certifications

Job description

Edward Jones in St. Louis seeks a Senior Consultant for its newly created Strategic Advisory team. You will advise and evaluate strategies with enterprise leaders to support growth initiatives, facilitate decision making, and develop options and recommendations.

You will lead strategy workshops, manage cross-functional teams, perform scenario analyses, and present findings to senior executives. This role requires 5+ years in strategy/analytics and wealth management experience.