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Business Segment Director

Location: Sparta
Posted on: May 16, 2022

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.A "business segment" is a system of organizational capabilities designed to develop, sell, deliver and support products, services, advice and experiences to clients and advisors The Future Business Segment is responsible for strategic formulation, go-to-market planning, and delivery of value to customers, across the following domains (and others as work progresses):
--- Client Offering & Experience
--- Advisor Experience & Support Model
--- Strategy, Performance, and Operations
--- Economics & Policy
The Director will be responsible to the Sr. Director leading the Client Offering & Experience Team within the Future Business Segment (FBS).
This individual will partner closely with functional leaders, ensuring FBS needs are met for successful creation of the client offering & end-to-end experience and execution of strategies to test into and activate it. Doing so will require an understanding of the markets in which the segment participates, the products, services, advice and technologies that make up a winning client value proposition, and the capabilities needed in order to develop a deliver on that client experience and offering, and strategies that provide a competitive advantage in attracting and retaining clients at Edward Jones. This individual will also play a key role in building our culture within the Future Business Segment and our operating model with our functional partners.

Key Responsibilities:

Identifying strategies that provide a competitive advantage in attracting and retaining clients to Edward JonesPartnering with functional leaders to identify and develop a system of roles and capabilities that support delivery of client jobs-to-be done aligned to the FBS strategyOngoing refinement of FBS Client offering & including a clear plan and timeline for executionBusiness sponsor workstream partnering with Client Experience, Branch Experience & Firm Strategic Enablement Office teams that enables the creation of seamless experience aligned to business strategy. Prioritize & manage trade-offs, risks & opportunities associated with developing a positive client experience.Develop roadmap of FBS client digital capability needs, partnering with stakeholders to identify, prioritize & sponsor the client systems / tools and related configurations that will enable the desired client experiencesPartner with FBS Branch experience team to embed client experience strategies into branch teaming, CRM, Digital Onboarding
Other Responsibilities:
Advocate the Future Business Segment strategy across the firm and partner with functional leaders to set the conditions that drive towards competitive advantageCreate the end-to-end client and branch experiences and lead team's execution strategies to ensure consistent, cohesive deliveryUnderstand and influence revenue and cost drivers to ensure segment profitability and growth. Accountability for multiple initiatives which impact a diverse stakeholder group Communicating and interacting with stakeholders both vertically and horizontally to drive work to conclusion Ability to connect business outcomes with operational and technological considerations Investigate and verify the desirability of future client offerings, and influence viability and feasibility of offeringsCreate the environment to develop strategies, tools, enablement and experiences for winning value propositions to branch teams by identifying and resolving primary constraints with causal logicInfluence enterprise change and communication strategies and partner with functional leaders to activate the future business segment reality and complete the firm's transformationCreate, oversee, and assess processes and workflows to support strategy milestonesAbility to coordinate trainings, manage risks, and run effective meetings and sessions for various levels of leadershipAble to work independently with guidance on complex situations
Measures of Success:
Create compelling client experience in Future Business Segment that achieve growth objectivesActivation of end-to-end client journey and experience through products, services, tools & capabilitiesClear progress towards understanding & acting upon client needs across segments through the creation of unique end-to-end journeys and experiencesStrong, valued relationships nurtured and matured with functional leaders working in partnership to define, evaluate and enhance functional capabilities needed to activate end to end client journeys through products, services, and experiencesModel best practices of leading high performing matrixed teamsRequirements for this position include:

Education: Bachelor's Degree required,
Advanced Degree preferred
FINRA Series 7 & 66 Preferred, but not required
CFP/ChFC Preferred, but not required
Years of Experience Minimum 10 years of related experience required
Minimum 5 years leadership experience preferred, but not required

Experiences, Knowledge, Skills and Abilities

Essential Experience:

Relationships Experience influencing and building relationships with senior stakeholders is preferred. Strong external relationships and network a plus as well.

Role Challenges Experience in supporting and/or leading start-ups (external or internal, new teams, depts., groups) is preferred.


Market and Environment
Strong understanding of financial industry (client needs, products & services advice & guidance, technology, regulatory environment, competitive trends)
Technical and Professional Strong track record of attaining buy-in, and successfully executing on strategic initiatives

Thinks strategicallyChampions changeChampions innovation Builds networks and partnerships Thinks like the clientCommunicates with impact Skills and Abilities
Comfortable leading and driving results in ambiguity and challenging the status quo Strong influencing and communication skillsExceptional learning agility and growth mindsetStrategic and systems thinker with experience in the development of broad strategyPossesses keen business acumen and motivated by the pursuit of achieving competitive advantage Ability to solve complex problemsStrong relationship and interpersonal skills Takes appropriate risks while ensuring culture of compliance and optimal results achieved Strong analytical abilities, able to synthesize quantitative and qualitative data and use that data to make strategic decisions Removes obstacles to move work forward and empowers leaders to make decisions Driving results with and through others, without direct authority (matrix leadership)
  • 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 Reserved2021 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. 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: $128299 - $218456
      Category: Headquarters

Keywords: EDWARD JONES, Springfield , Business Segment Director, Executive , Sparta, Missouri

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