Transformation Consultant, Firm Planning

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

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

This job posting is anticipated to remain open for 30 days, from 13-Sep-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.

Firm Planning Transformation Consultant

The Firm Planning Transformation Consultant serves as a trusted strategic advisor to functional and executive leaders, helping translate firm priorities into actionable plans that drive business outcomes. This role provides planning expertise, objective analysis, and decision support to support investment decisions, resource allocation, transformation initiatives, and enterprise growth opportunities.

Working across business functions and key partners including Finance, Human Capital, Digital, and Corporate Development, the consultant helps leaders evaluate opportunities, navigate complexity, align stakeholders, and drive execution readiness. This highly visible role combines strategic planning, governance, and transformation leadership to ensure initiatives deliver long‑term value, operational effectiveness, and organizational alignment.

Key Responsibilities

• Serve as a strategic advisor to business leaders, translating firm priorities into actionable plans, roadmaps, and investment strategies.
• Partner with stakeholders to evaluate opportunities, risks, dependencies, resource needs, and business impacts.
• Develop business cases, strategic recommendations, and planning frameworks that support decision‑making and resource allocation.
• Lead planning and coordination efforts for strategic transformation initiatives, including business integration and operating model changes.
• Facilitate prioritization, governance, and cross‑functional alignment to drive successful execution of key initiatives.
• Monitor strategic plans and initiatives, identifying risks, constraints, and opportunities to improve outcomes.
• Design and lead planning sessions, workshops, and stakeholder discussions to build consensus and organizational alignment.
• Develop tools, metrics, and best practices that improve planning effectiveness, transparency, and governance readiness.
• Influence executive decision‑making through data‑driven insights, clear storytelling, and actionable recommendations.
• Foster collaboration across Corporate Development, Finance, Human Capital, Digital, and business teams to achieve enterprise objectives.
• Identify and address organizational barriers that impact strategic execution and long‑term success.
• Mentor planning professionals and contribute to the advancement of strategic planning capabilities across the firm.

Must Have Qualifications

• Bachelor's degree.
• 6+ years of experience in strategic planning, transformation, consulting, finance, portfolio management, or a related field.
• Experience advising senior leaders on planning, prioritization, investment, and resource allocation decisions.
• Proven ability to lead complex cross‑functional initiatives from strategy through execution.
• Strong analytical, problem‑solving, stakeholder management, and communication skills.
• Ability to influence without authority, navigate ambiguity, and drive results in a complex environment.

Preferred Qualifications

• MBA or advanced degree in Business, Finance, Economics, Strategy, or a related field.
• 11+ years of relevant experience.
• Experience supporting enterprise transformation, business integration, or M&A initiatives.
• Experience presenting to executive leadership and governance committees.
• Series 7, PMP, Lean Six Sigma, Change Management, or similar certifications.

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.