Business Performance Consultant

This job posting is anticipated to remain open for 30 days from 05-Aug-2026 and may close early due to the volume of applicants.

About the Firm

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are a privately-owned firm focused on improving the lives of our clients and colleagues. Our purpose is to partner for positive impact to 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.

Responsibilities

• Facilitate annual and ongoing strategic and operational planning at the market level in concert with the market leadership team.
• Leverage regular reporting and ad-hoc analysis to identify critical market opportunities, create business cases, negotiate resourcing, and document plans.
• Lead the Monthly Performance Review process for each Market, using national best practices, and provide analytic, financial, and operational consulting to achieve targets.
• Use metrics, financial reporting, and other data sources to identify market opportunities; provide consultation on strategies, root cause analysis, and trade-offs.
• Track and analyze sales and productivity metrics to inform future strategies; forecast sales, revenue, and expense projections to achieve a sustainable business model.
• Account for the competitive landscape and specific competitors when shaping plans and strategies.
• Lead and oversee projects, manage execution support with key home office functional areas (e.g., real estate, marketing, product), and adjust implementation as needed.
• Monitor the benefit of strategies in relation to overall market objectives.
• Collaborate with and influence peers and leadership within the business performance team; present and influence at senior levels.
• Partner across the organization, including human capital, Firm Analytics, Finance, and Data & Insights teams.

Requirements

• Bachelor’s degree.
• Obtain both the SIE and Series 7 top-off license within 6 months of hire.
• 6+ years of relevant work experience, including:
  • Excellent knowledge of the industry or firm and its business practices and processes.
  • Strong knowledge of field structure and market operating systems.
  • Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable tools.

Qualifications

• Advanced Degree (preferred).
• CFA or CFP certification (preferred).

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.

Benefits

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits (e.g., accident, hospital indemnity, and critical illness insurance).
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost.
• 401k retirement plan.
• Tax-advantaged accounts: Health Savings Account (HSA) and Flexible Spending Account (FSA).
• Ten paid holidays.
• 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program (EAP) available to all associates.