Senior Manager - Strategic Advisory
Edward Jones · New York, NY · 4 wk ago
HybridManagement$144k/yrFull-time
About the role
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.
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
- 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
- Lives within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations
- Assigned to work within a Talent Capability or Generations Hub, working a minimum of four in-office days per week, unless engaged in business offsite
Skills
- Quantitative thinking and analysis
Benefits
- Medical and prescription drug
- Dental
- Vision
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability
- Basic life
- Basic AD&D coverage
- 401(k) retirement plan
- Tax-advantaged accounts: health savings account, and flexible spending account
- Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates
- 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
- Eligible for bonuses and profit sharing
- Employee Assistance Program
Pay
- Hiring Minimum: $144,000.00
- Hiring Maximum: $245,100.00
Schedule
- Four days per week in the office