Senior Lead - Enterprise Strategy

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

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Overview:

The Senior Lead, Firm Strategy leads a team or acts as a matrix leader responsible for development and monitoring of the Firm's Enterprise Strategy. This role supports the formulation of enterprise, business, functional strategy, or inorganic growth across various time horizons, leads strategic firm efforts, support the development and execution of the annual strategic planning process, partners with teams across Firm Strategy, Business Segments, and Functions leads and manage makes decisions within firm strategy workstreams, monitors and escalates emerging issues and trends to Firm Strategy leadership for discussion and strategic influencing.

What you'll do:

• Shape and facilitate development of the firm's enterprise strategy with the Enterprise Leadership Team; and engage & influence senior stakeholders of the firm in the development of and activation of enterprise, business, and functional strategies
• Lead cross-functional teams in helping frame, design and execute strategic solutions, including the development of hypotheses, gathering data, analyzing results, optimizing decision materials for clarity, rigor, and alignment across leadership groups and presenting findings to executive audiences
• Oversee a team of strategists responsible for driving multiple projects simultaneously and ensuring timely completion of deliverables
• Lead the synthesis and distribution of industry, customer, and competitive information for internal firm stakeholders
• Lead the formulation of enterprise, business, and functional strategies across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.
• Leads advanced analysis and recommendations using both qualitative (e.g., xyz) and quantitative (e.g., financial modeling, analysis) methods, engaging relevant subject matter experts inside and outside the firm where appropriate, to generate insights and recommendations that advance strategic thinking of the enterprise over multiple time horizons
• Facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement
• Designs scenarios, analysis, modeling and structured trade-offs that connect strategy to operating model and risk impacts
• Design and facilitate leadership programs and learning experiences for firm stakeholders to develop strategic & industry acumen across the firm
• Executes ongoing monitoring of strategic progress and recommends course corrections

What you'll need:

• Bachelor's degree
• Minimum 6-10 years of relevant experience
• Advanced skills and ability to learn innovation management, systems thinking, planning and organizing, relationship building, collaboration, critical thinking, problem solving.
• Strong analytical, strategy development and strategy into execution skills to drive the continued evolution of a functional capability
• Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary, and explain complex concepts directly to key stakeholders.
• Demonstrated entrepreneurial openness and ability to explore new possibilities and different approaches to issues.
• Industry knowledge required (relevant trends driving the financial services industry and adjacent industries, understanding of key competitors, etc.)
• Firm knowledge preferred (understanding of firm decision-making processes; relationships with strategy decision-makers including ELT, OC, and business segment leaders)
• Strategy knowledge required (best practice frameworks)
• Team Leadership and capability building

What could set you apart:

• Master's degree
• 11-14 years of relevant experience

Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.

Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.