1+ months

Banking Insights & Reporting Manager (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Banking Business Unit is responsible for leading Cash & Lending Program as a strategic firm priority, and ensuring branch teams and clients have a consistent supply of high-quality banking products that reflect client needs and are aligned with our advice and guidance.

The Insights & Reporting Manager will be responsible for designing, building and maturing insights & analytics capabilities of the Banking Business Unit, to enable fact and insights-based decision making and product management approach. This role will also work closely with Firm Analytics COE to collaborate on best practices and executing business priorities.

*Responsibility Summary: *
* Develop business relationships with Banking team and Firm Analytics COE to gain insight to information and determine required reporting based on need.
* Able to quickly demonstrate domain expertise in Edward Jones' data management systems and tools, and be able to identify and overcome issues related to data integrity and accuracy.
* Participate in cross-functional teams responsible for Cash & Lending Program and Banking Business Unit in support of firm program and business objectives.
* Create, run, modify, and improve standard and on-demand ad hoc reports as needed to support the objectives and operations of service receivers.
* Present business measurement reports in concise and storytelling formats that make it easy for the reader to "connect the dots" on key messages
* Educate associates and leaders across the Cash & Lending team on measurements concepts and best practices.

*Qualifications Required in the Job: *
* Bachelor's degree, with computer science, data science / analytics background
* Series 7/66 required or attainable within six months of hire.
* Proven understanding of data analytics visualization tools.
* Banking or brokerage experience preferred.

*Minimum Years of Experience Required *
* Minimum of 5 years relevant work experience


*Functional knowledge *
* Basic knowledge of Cash Management and Lending products concepts.
* Ability to utilize various information sources and analytics tools to identify relevant information needed for decision making and tracking.
* Ability to prepare reports and statistical data for use in the formulation of guidance and recommendations.
* Excellent written and verbal communication skills for preparing and presenting analysis to Banking Business Unit, as well as responding to requests from FAs and various internal departments and committees.
* Excellent interpersonal skills are necessary to express ideas and research.
* Effective in using various database tools and resources to gather, organize and display financial information for evaluation or inclusion in reports and presentations.

*Problem Solving: *
* Excellent critical thinking skills necessary. Ability to assist in the solving of complex, non-routine problems. Requires extensive fact-finding.
* Ability to audit/trouble shoot reports and processes to ensure accurate and timely results.
* Ability to assist with the implementation of agreed upon solutions within area of responsibility.
* Ability to collaborate well with associates and leadership within the department


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 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.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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. [Visit our career site]() 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:
Posted: 2021-03-12 Expires: 2021-05-17
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Banking Insights & Reporting Manager (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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