Strategic Transformation Consultant

Edward Jones

Tempe (AZ)

On-site

USD 120,000 - 180,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Edward Jones in Tempe and St. Louis seeks a Firm Planning Transformation Consultant to translate priorities into actionable plans and investment strategies.

You will work across Finance, Human Capital, Digital, and Corporate Development to align stakeholders and drive growth. You will design planning frameworks, lead governance and transformation initiatives, mentor planning professionals, and provide data‑driven recommendations to executives.

Qualifications

  • Bachelor's degree required; MBA or advanced degree preferred.
  • 6+ years of experience in strategic planning, transformation, or related fields.
  • Experience guiding senior leaders on planning, prioritization, and resource allocation.
  • Proven ability to lead complex cross-functional initiatives from strategy to execution.
  • Strong analytical, problem-solving, and communication skills.

Responsibilities

  • Translate firm priorities into actionable plans, roadmaps, and investment strategies.
  • Collaborate with Finance, Human Capital, Digital, and Corporate Development partners.
  • Develop business cases and planning frameworks to support decisions.
  • Lead planning for transformation initiatives, including operating model changes.
  • Facilitate governance and cross-functional alignment for initiative execution.
  • Mentor planning professionals and advance strategic planning capabilities.

Skills

Strategic planning
Cross-functional leadership
Data-driven insights
Stakeholder management
Communication skills
Influence without authority

Education

Bachelor's degree
MBA or advanced degree

Job description

Edward Jones in Tempe and St. Louis seeks a Firm Planning Transformation Consultant to translate priorities into actionable plans and investment strategies.

You will work across Finance, Human Capital, Digital, and Corporate Development to align stakeholders and drive growth. You will design planning frameworks, lead governance and transformation initiatives, mentor planning professionals, and provide data‑driven recommendations to executives.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Transformation Consultant, Firm Planning
Transformation Consultant, Firm Planning

Edward Jones • Tempe (AZ)

On-site
USD 120,000 - 180,000
Strategic Advisory Consultant - Wealth Growth
Strategic Advisory Consultant - Wealth Growth

Edward Jones • St. Louis (MO)

Hybrid
USD 120,000 - 204,000
Medical benefits
Dental and vision
401k retirement plan
+3
Senior Business Controls & Projects Specialist
Senior Business Controls & Projects Specialist

Edward Jones • Tempe (AZ)

Hybrid
USD 100,000 - 150,000
401k retirement plan
Employee Assistance Program
Senior Private Wealth Portfolio Strategist
Senior Private Wealth Portfolio Strategist

Edward Jones • Tempe (AZ)

On-site
USD 120,000 - 180,000
401k retirement plan
Health insurance
Paid holidays and vacation
Strategic Advisory Lead for Growth & Insights
Strategic Advisory Lead for Growth & Insights

Edward Jones • New York (NY), Northern (KY)

Hybrid
USD 153,000 - 261,000
Senior Consultant - Strategic Advisory
Senior Consultant - Strategic Advisory

Edward Jones • New York (NY), Northern (KY)

Hybrid
USD 153,000 - 261,000
Senior Consultant
Senior Consultant

Edward Jones • St. Louis (MO)

Hybrid
USD 120,000 - 204,000
Medical benefits
Dental and vision
401k retirement plan
+3
Senior Financial Planning SME & Advisor Coach
Senior Financial Planning SME & Advisor Coach

Edward Jones • Tempe (AZ)

On-site
USD 100,000 - 150,000
Senior Estate Planner for High-Net-Worth Clients
Senior Estate Planner for High-Net-Worth Clients

Edward Jones • Dallas (TX)

On-site
USD 120,000 - 180,000
Strategic Learning & Performance Consultant
Strategic Learning & Performance Consultant

Edward Jones • St. Louis (MO)

Hybrid
USD 90,000 - 120,000