Design & Execution Specialist

This job posting is anticipated to remain open for 30 days from 19‑Oct‑2026 and may close early due to applicant volume.

About the role

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. As a privately‑owned partnership, the firm focuses on clients rather than shareholder returns, guided by the purpose: “We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.” The culture emphasizes innovation, flexibility, inclusion, and a sense of belonging.

The CPT Design & Execution Specialist (DES) serves as a pivotal architect and operational leader in the design, execution, and post‑implementation support of complex practice transition strategies. This role operates at the intersection of strategic planning, stakeholder engagement, and change management, ensuring seamless transitions that align with organizational goals and elevate branch team performance. The DES partners with Market and Regional Leadership, Home Office stakeholders, and branch teams to deliver tailored solutions that drive long‑term success in dynamic practice environments.

Responsibilities

• Design, execute, and support complex practice transition strategies
• Apply systems thinking to identify risks, mitigate challenges, and drive sustainable outcomes
• Partner with Market/Regional Leadership, Home Office stakeholders, and branch teams
• Deliver tailored solutions that align with organizational goals and elevate branch team performance
• Navigate escalations involving field leadership and cross‑departmental stakeholders
• Influence outcomes through strategic collaboration across Home Office departments
• Design and deliver onboarding and capability‑building programs
• Analyze team dynamics, resolve conflicts, and apply book analysis methodologies
• Balance tactical execution with long‑term strategic vision

Requirements

• Comprehensive understanding of branch team structures, roles, and operational workflows
• 1–2 years of experience applying systems thinking to identify risks, mitigate challenges, and drive sustainable outcomes

Preferred qualifications

• Proven experience navigating escalations involving field leadership and cross‑departmental stakeholders
• Established relationships across Home Office departments with demonstrated ability to influence outcomes through strategic collaboration
• Expertise in team dynamics, conflict resolution, and book analysis methodologies
• Experience designing and delivering onboarding and capability‑building programs

Strategic competencies

• Strong Communication & Influence
• Strategic Relationship Management
• Conflict Resolution
• Emotional Intelligence
• Continuous Improvement
• Champion of Change

Professional attributes

• Operates with autonomy and strategic agility in high‑pressure environments
• Demonstrates exceptional judgment, discretion, and resilience in managing sensitive conversations and complex transitions
• Inspires confidence and engagement through tailored messaging and motivational leadership
• Balances tactical execution with long‑term strategic vision

Work location & schedule

Candidates who live within a commutable distance of the Tempe, AZ or St. Louis, MO home offices are expected to work on‑site four days per week effective June 1, 2026. Before June 1, 2026, the expectation is three days per week on‑site, with preference for Tuesday through Thursday.

Benefits

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