|Job Description :
||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.
Do you have a strong background in leading and/or driving change in an organization? Do you enjoy building relationships and collaborating with others to accomplish shared goals? Are you able to engage and influence others to achieve business results? If you answered yes to these questions, the Solutions Specialist II role may be right for you.
The Client Strategies Group exists to design and champion the Edward Jones Client Experience. We equip client teams with insights and complete wealth management expertise, products and solutions throughout the client journey to help achieve what’s most important to them.
Solutions Specialists II are responsible for leading the strategy and integration on small to medium-scale projects through an established change management process to address how clients, branch teams and other key groups may be impacted.
Specific responsibilities include:
Lead the strategy and execution of change management on small to medium-scale projects to drive adoption, achieve client outcomes and business results, and enhance the experience for those impacted.
Support the strategy and execution on medium to large-scale projects to drive adoption, achieve client outcomes and business results, and enhance the experience for those impacted.
Identify, understand and demonstrate the ability to apply and integrate product knowledge of investment options into a comprehensive solution.
Gather, understand and influence prioritization of insights from branch teams about the training, performance support, integration, and/or application knowledge they need to increase adoption and usage of a comprehensive solution.
Ensure the communication and application of investments and timely opportunities and risks to branch teams as they relate to the client needs, branch processes and impact on clients.
Serve as key stakeholder to projects/teams within the firm where dependencies exist.
Ensure comprehensive solutions are delivered to branch teams efficiently & effectively through the training, tools, and coaching organization.
Serve as a key influencer on enhancements and improvements to the systems and branch workflow tools.
Develop measures to track usage and impact of efforts and adjust strategy as needed.
Informally lead or co-lead a cross-functional team of associates and leaders representing the project change team.
At least 5 years of industry experience preferred.
Have a general understanding of industry product alternatives not available at Edward Jones.
Demonstrated understanding of how the branch and client arrive at the comprehensive solutions to include all relevant guidance, processes and tools.
General understanding of Change Management and Agile preferred
Experience creating, monitoring, and interpreting stakeholder change readiness and adoption metrics through the entire project lifecycle preferred.
Series 7 & 66 required (or must successfully obtain within 6 months of hire).
Bachelor’s degree required.
Ability to incorporate effective listening and collaboration skills.
Ability to skill-up quickly on a given topic, navigate with little direction and adapt to change in a fluid environment.
Excellent written and verbal communication skills.
Ability to manage time and prioritize tasks effectively with multiple ongoing initiatives.
Comfortable informally leading strategic firm change initiatives with multiple lines of business.
2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
From The Human Rights Campaign. All Rights Reserved
2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
J.D. Power, 2021 – Edward Jones has ranked “highest in Employee Advisor Satisfaction among Financial Investment Firms” in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
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.
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:
Salary: $66379 – $109459