1+ months

Division Planning Department Leader (CSG)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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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 Client Strategies Group (CSG) at Edward Jones exists to design and champion the Edward Jones Client Experience. We equip client teams with insights and complete wealth management expertise, products, services, advice and experiences throughout the client journey.

The CSG Strategic Client Initiatives Office provides divisional planning, change management, program/project management and consultative support services for the development of firm-wide strategies and transformational solutions to address some of the most complex challenges facing the long-term serious investor today. We are looking for an innovative leader with exceptional problem-solving and leadership skills who is passionate about playing a key role in supporting Edward Jones' strategic journey toward Human-Centered Complete Wealth Management.

As a Division Planning Lead, you will be a trusted advisor working with senior leaders. This role is an opportunity to define and deliver business outcomes (get results through others, delegation, provide coaching and feedback) and an opportunity to manage up and influence other leaders. It requires experience with transformational work as well as a high degree of strategic thinking, planning, organizing, driving for results, and adapting to change. At Edward Jones, you are expected to not only have a tremendous impact in transforming our client experience, but also take a leading role in shaping the organizations future.
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Responsibility Summary:*
* Responsible for the Planning, Project Portfolio and Resource Management for the CSG Division
* Administratively responsible for divisional planning team
* Define and oversee divisional planning, portfolio and resource management processes and tools to objectively, and effectively, align divisional work to firm strategic objectives
* Coordinate department and divisional prioritization process
* Ensure divisional decision-making/governance structure is clearly defined; partner with division leaders to establish decision-making structure
* Align divisional governance with Firm governance processes and ensure divisional leadership is educated and prepared for Firm governance meetings
* Define and oversee divisional approach for resource management, allocations and capacity planning with division leaders to support timely decisions be made on resource and headcount management
* Oversee the project health of all projects being led out of the division; utilize pro-active monitoring of project measures, corrective action and escalation of issues/risks to ensure project success
* Provide strategic direction on incremental and disruptive innovation opportunities to project management methodologies, processes and tools through the integration of industry "best in class" practices into the firm
* Escalate trade-off decisions within the division plan; communicate recommendations to Sr. leaders
* Responsible for the design, development and implementation of effective/efficient reporting to show alignment to department/division/firm key measures
* Provide development and mentoring on program and/or project management and resource management processes and guidelines through timely feedback
* Establish and maintain effective communications and relationships across departments and divisions

*Qualifications Required in the Job:*
* 10 or more years of related business experience with increasingly responsible positions. *Experience must include leading teams of project managers and 5+ years of planning and setting direction and program, and/or project management experience *
* Bachelor's degree required
* MBA or graduate degree preferred
* PMP certification or similar professional certification preferred
* Consulting experience preferred
* Must have strong critical thinking, problem-solving, decision-making and collaboration skills with demonstrated ability to deliver results through others
* Must have demonstrated ability to influence, build consensus, and foster collaboration throughout the decision-making process, between stakeholders that are often across multiple divisions and locations
* Superior interpersonal and communication skills (both verbal and written) with a strong ability to influence directly and indirectly across multiple areas or divisions. Strong systems thinking and integration management analytical skills


* 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](https://careers.edwardjones.com/compensation-and-values/) 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: 2021-07-30 Expires: 2021-10-23
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Division Planning Department Leader (CSG)

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

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