Branch Real Estate Transaction Strategist

This job posting is anticipated to remain open for 30 days, from 13-Oct-2026. The posting may close early due to the volume of applicants.

Support all Firm Level Strategies that impact Branch Real Estate, determine and implement the processes and guidelines for successful execution. Partner with Market Management and other key stakeholders to provide a support structure that ensures the 36 Market Leaders and 334 Region Leaders have the real estate strategies, resources, metrics, financial information and data at the branch, region and market level to make informed real estate decisions that progress the Market Business Plan.

• Determine and develop detailed Reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy.
• Lead key initiatives that directly tie to firm strategy, ensuring the implementation of processes and guidelines for successful execution.
• Provide thought leadership that helps to define and guide implementation of Market Management across Branch Real Estate.
• Oversee the development review, maintenance and delivery of guidelines, policies and processes related to the effective and efficient delivery of Real Estate Strategies for field utilization. These strategies addressing FA Growth, FA Profitability, real estate constraints and market consolidation.
• Build the infrastructure within Branch Real Estate, ensuring a support structure for Market Leader, Region Leaders and Market Strategists.
• Ensure partnership, alignment and collaboration with Home Office key stakeholders, providing the initial identification of those key stakeholders.
• Create the necessary technology and system based tools to address needed real estate decisions. Provide field leaders with financial insights and business impacts to support real estate project.
• Determine and develop detailed Reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy. prioritization.
• Ability to identify, prioritize, monitor, communicate and resolve issues that can impact a large, complex project/initiative.
• Excellent skills in multi-tasking, and prioritizing.
• Ability to apply sound business judgment to complex and non-routine issues while maintaining a good balance of understanding between business trade-offs and departmental guidelines.
• Confident to make consistent, aligned decisions and recommendations to associates, leaders, and General Partners that could have an impact on the performance of branch teams, and ability to meet the clients' needs.
• Ability to prioritize and handle complex workflows, projects and operational decisions.
• Lead projects, initiatives and teams that require decisions made daily that impact the development and support of branch teams each year and therefore impact the service to clients.

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.