Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

Are you passionate about motivating teams to achieve their goals? Are you a champion for an experience-led mindset and approach? Do you enjoy looking for opportunities to help others make informed decisions within their work and career?

At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. To support this purpose, the Experience Center of Expertise (ExCOE) is the voice of Edward Jones' clients and branch teams and is accountable for continuously advocating on their behalf to improve their experience.

In the Team Lead, Experience Optimization role within the ExCOE, you'll have the opportunity to lead a team of Expereince Strategists to support the firm's ambitions of being experience-led. This person will have the responsibility of developing experts in key parts of the client and branch experience and helping to grow the experience strategy discipline in order to impact FA and client sentiment.

Responsibility Summary:

• Lead and support strategic direction to the team responsible for:
  • Developing and implementing highly complex strategies to improve client and branch experience strategy, measures and outcomes.
  • Experience innovation and differentiation - determining unmet needs and identifying opportunities to innovate across various products, services and touchpoints.
  • Experience consultation and activation efforts to deliver client- and branch-driven, holistic and exceptional experiences.
  • Using test and learn to identify experience pain points, define strategic opportunities for design, define big ideas and capabilities, and pressure-test ideas through design research, test and learn methodologies, and value evaluation.
  • Providing guidance on experience measurement and journey KPIs
• Lead a team of associates who provide consultation and oversight to projects, exercising strong critical thinking and sound judgment while independently making decisions. In doing so, the lead must:
  • Evaluate and guide a range of potential capabilities including change management, design thinking, process design, process improvement, and project/program management to achieve the project's desired outcome
  • Gather and evaluate necessary perspective to independently make decisions without input from higher levels
  • Investigate and resolve escalations with varying and high degrees of complexity and impact
  • Identify and mitigate risk
• Effectively communicate in verbal and written venues to senior firm leaders to present strategic opportunities, align to firm strategy/goals/objectives, define business cases, and develop strategic roadmaps that clearly articulate the journey toward an ideal client experience.
• Provide thought leadership and influence strategic direction for key initiatives, to align with firm objectives and strategies, brand and experience standards and quality expectations.
• Build networks and partner with leaders in business areas, including Leadership Forums, to achieve enterprise, functional and business segment objectives, align work and resources.
• Provide direction and guidance to functional and business areas, and senior leaders about your department's strategies, resources and channels by applying an expert understanding of audiences, firm initiatives and positioning.
• In partnership with Experience Leadership and Business Leaders, identify, establish and promote new ways of working to mature the experience discipline for the Enterprise Experience function (enabling experience-first decisions).
• Refine and reinforce best practices and standards for department priorities and deliverables across all areas of influence.
• Champion the voice of the client / branch team to senior leaders. Guide cross-divisional firm leadership, business areas and marketing associates to ensure the user is at the center of decisions and the execution of strategic plans. Serve as an expert across the experience.
• Help to manage and plan for use of departmental budget.
  

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $109696
Hiring Maximum: $186781

Skills/Requirements

Qualifications Required in the Job:

• Bachelor's degree in Marketing, Business or related study. MBA or Masters' strongly preferred.
• 10+ years' experience demonstrating increasing levels of responsibility, leadership and strategic marketing or planning; or experience marketing in the financial services industry, demonstrating increasing levels of responsibility, with at least 3-5 years of direct or indirect leadership experience.

• Experience in the fields of Customer Experience, Marketing Strategy, Marketing Leadership, Product Development, Strategic Consulting, Insights or Design Thinking.
• Experience in developing and directing others to deliver strategic outcomes in large, complex, matrixed organizations.
• Deep understanding of business strategy and knowledge/ability to deliver programs that support business initiatives and drive desired action.
• Ability to lead others in developing and implementing integrated, highly complex initiatives using a variety of marketing and experience disciplines.
• Must be able to present to all levels of leadership in the organization.

Awards & Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.