A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors. As a Senior Solutions Strategist, you will lead the identification and execution of strategies that allow branches to help clients achieve their goals by taking into account the industry and regulatory landscape, competitive analysis, and branch and client insights. This position plays a critical role in leading cross-divisional groups of leaders and associates in order to help the firm identify, prioritize and fill gaps in branch knowledge and tools and systems relating to our goals based approach. You will be relied upon as a deep subject matter expert on the firm's advice and guidance, the firm's full suite of financial planning and portfolio tools, and how they're leveraged to help client's define and achieve their financial goals.
Lead the effort to define the strategy for our goal-based resources.
Lead the strategic vision for our solutions tools.
Lead cross divisional groups of leaders and associates to prioritize and execute the strategy.
Serve as a subject matter expert on the knowledge and tools required to help clients define and achieve their financial goals.
Balance the demands of multiple complex projects simultaneously, with a high degree of visibility and urgency, often with overlapping timeframes and spanning multiple areas across the firm/division
May have responsibility for mentoring, providing feedback and coaching that helps the department and individuals improve performance
Qualifications Required in the Job: Knowledge, Skills and Abilities
- 10+ years of industry experience strongly preferred
- Bachelor’s degree required; MBA or similar masters-level degree preferred
- CSC required or attainable within 6 months of hire
- Certified Financial Planner (CFP®) preferred. Or – 7+ years of financial advisor experience required.
- Exceptional written, verbal, and communication skills – ability to simplify the complex
- Demonstrated strength and ability to present across all levels of the organization
- Advanced level understanding of the five Client Needs (Ex. Living in Retirement, Preparing for the Unexpected, etc.) and investment concepts, practices, and procedures used in the investment industry and financial planning process
- Able to synthesize high volumes of information from multiple sources to develop conclusions and recommendations
- Experience leading project teams of leaders and associates with different functional backgrounds and interests to achieve strong results
- Qualifications Required in the Job: Competencies
Problems faced by associates in this role tend to be advanced and complex.
- Must be able to solve highly complex issues quickly, in a collaborative manner.
- Must be able to identify risks and opportunities that affect our branch teams and clients and respond quickly and accurately, through the appropriate channels.
The decisions in this position are high impact and complex in nature.
- Must be able to gather pertinent information quickly, assess the situation and make decisions or recommend a course of action to others.
- Must be able to prioritize daily work through developing and executing longer term strategies and projects while responding appropriately to risks and opportunities that affect our branch teams and clients.
Span of Influence:
High – decisions made in this role are significant, potentially impacting millions of clients, our entire population of financial advisors and Branch Office Administrators, and critical firm/region objectives
- Inaccurate information or decisions could cause poor branch team and client decisions, firm reputation, or legal/compliance issues.
- Serves as point person to key business areas as a stakeholder. Inaccurate information or poor decisions could impact branch team and client decisions.
- May directly or indirectly lead other associates, as well as lead cross-divisional projects or teams.