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This job posting is anticipated to remain open for 30 days, from 10-Nov-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

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

The Business Strategy Leader role is responsible for helping shape and execute strategic initiatives that advance both CPT and broader firm priorities. The role operates at the intersection of strategy, transformation, operations, and organizational leadership, translating business needs into actionable solutions while ensuring alignment across departments and initiatives.

+ Lead pieces of strategy creation and/or execution (e.g. New Practice Models, Modernize CT, CCaaS, Departmental Operational Efficiency, etc.). This may include:

+ Collaborating with digital to build new tools to support firm initiatives for client and practice transitions and new practice models.

+ Providing thought leadership that helps to define and guide implementation of enterprise epics, along with other firm-wide priorities.

+ Collaborating with other business areas and the field to diagnose current and future business needs, related to evolving complexity of client and practice models and transitions.

+ Continue to evolve best practices to improve efficiency and effectiveness of CPT talent processes including: associate consistency efforts, performance management, and workforce planning.

+ Ensure clear integration of strategy work with other firm strategic and operational initiatives.

+ Lead and develop a team [ML1] (or matrix teams) of associates for enhanced contribution to strategic work.

+ Lead key initiatives that directly tie to firm strategy. This may include:

+ Identifying major and detailed project tasks, critical path, contentions and resources to manage the tasks.

+ Ensuring project schedule, scope and quality objectives are met by monitoring, using metrics and controls to measure progress, taking corrective action and escalating issues when necessary. Assess trade-offs to scope using cost / benefit analysis and make recommendations to senior leaders.

+ Working with other leaders and senior leadership to obtain the necessary resources to achieve initiative objectives.

+ Planning, identifying, analyzing and resolving initiative issues and risks.

+ Determining and executing prevention and mitigation strategies, as appropriate.

+ Scheduling and facilitating meetings, communicate progress and develop solutions to meet initiative goals. This may be related to a large project with multiple sub-projects.

+ Providing timely communication of relevant data to senior leadership for decision making.

+ Establishing and maintaining effective communications and relationships across multiple areas, divisions, and outside vendors who are working on the initiative.

+ Create and communicate change management strategy to the department.

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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

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