Team Leader - Practice Management Consulting

About the role

The Team Leader, Practice Advisory Consulting role is a highly visible leadership position within Edward Jones. This role involves leading, coaching, and developing a team of practice advisory consultants to deliver high-quality, scalable consulting support to financial advisors. The goal is to help advisors grow and optimize their businesses across strategy, structure, and operations, extending field capacity and strengthening enterprise outcomes.

Responsibilities

• Lead, coach, and develop a team of practice advisory consultants to deliver high-quality, scalable consulting support
• Drive advisor impact across core areas including business valuation, growth strategy, practice structure, and operational effectiveness
• Establish clear performance expectations, monitor outcomes, and foster a culture of accountability and continuous improvement
• Partner with field leaders and enterprise stakeholders to align priorities and deliver coordinated advisor support
• Translate enterprise initiatives into practical tools, frameworks, and guidance for advisor engagement
• Ensure consistency and quality across consulting engagements, deliverables, and advisor experiences
• Leverage data and insights to improve team performance, scalability, and advisor outcomes
• Support advisors in navigating key transitions (e.g., succession, ownership changes, growth planning) with confidence

Requirements

• 6+ years of leadership experience in wealth management, financial advisory, consulting, or a related field
• Prior people leadership experience or demonstrated ability to coach, mentor, and develop others
• Strong business consulting, problem-solving, and strategic thinking skills
• Foundational knowledge of practice economics, business operations, or growth strategy
• Strong communication and relationship-building skills across diverse stakeholders
• Experience in practice management consulting or advising financial professionals
• Series 7 and 66 Securities Licenses

Qualifications

• Knowledge of business valuation, succession planning, or ownership structures
• Exposure to human capital strategy or organizational design within professional services
• Experience working in a matrixed or highly collaborative environment
• Advanced business, finance, or related degree/certification (e.g., MBA, CFP, CFA)

Skills

Not specified

Benefits

• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life insurance
• Basic AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• 10 paid holidays
• 15 days of vacation
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing
• Employee Assistance Program

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

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.