Jobs · Management · California

Senior Manager - Strategic Advisory

Edward Jones · San Francisco, CA · 2 wk ago
HybridManagement$144k/yrFull-time

About the role

Edward Jones is seeking a highly skilled individual to serve as a Senior Manager within a newly created Strategic Advisory team. This individual will be a senior leader of a small, nimble team with deep industry expertise. The Senior Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives. The manager will support these efforts including co-leading decision-making exercises and strategy workshops, developing options and recommendations, and conducting scenario analysis.

Responsibilities

  • Collaborate with senior leadership to determine and implement strategic next steps, driving the firm's growth
  • Offer consultative support to help executive leadership achieve multi-year plans and strategic initiatives
  • Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm
  • Support the maintenance of and modification to the firm's strategic plan through the management of a strategic planning process
  • Drive measurement of progress against stated short, medium, and long-term strategies
  • Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with and managing cross-functional teams as required
  • Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications
  • Track industry and competitive trends, and develop business outlook and forecasts where appropriate
  • Lead a team of leaders and associates with mandates for strategy formulation and competitive insights
  • Support the development of vision, mission, and long-term strategy with the senior management team

Requirements

  • Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred
  • 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations. The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)
  • Capability to deliver ambiguous strategic projects end-to-end while contributing to the work of multiple other projects (including coaching of junior colleagues)
  • Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations
  • Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

Qualifications

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. Talent Capability and Generations Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite.

Skills

The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management).

Benefits

Salary range for candidates located in St. Louis, MO: Hiring Minimum: $144,000.00 Hiring Maximum: $245,100.00
Salary range for candidates located in New York, New York: Hiring Minimum: $182,160.00 Hiring Maximum: $310,052.00
Salary range for candidates located in San Francisco, California: Hiring Minimum: $182,880.00 Hiring Maximum: $311,277.

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