Business Segment Director
Company: EDWARD JONES
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
Certificates/Licensing:
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.
Knowledge:
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
Competencies
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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