15 days old

OE Project Leader

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.
*Client Services and Operations*

In the Client Services and Operations division at Edward Jones, youll focus on creating the ideal client and branch experience. From account opening, to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, youll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.


Position: OE Project Leader

The OE Project Leader is responsible for enabling the division with simple, standardized and scalable solutions using a process first mentality and risk mindset. You will be responsible for leading business areas though the solving of complex problems while demonstrating the ability to evaluate a range of potential capabilities including process re-engineering, process improvement, data analysis and project management. Your responsibilities will also include working in partnership with various stakeholders across the organization to identify and deliver insights and innovative solutions.

Responsibilities:

* Partner with stakeholders and leaders to identify opportunities to standardize, simplify and scale processes for sustained productivity gains and positive impact on client experience.
* Works closely with business process owners, Operations leaders, and project champions to help remove barriers and provide insights and innovative solutions to problems.
* Drive a continuous business improvement philosophy by ensuring appropriate use of methodology, process discipline, fact-based decisions, and involvement of associates in problem solving and decision making.
* Partner closely with divisional Risk team and Process Automation team to deliver more automated, resilient and well controlled processes.
* Assist Business Process Department Leader in developing strategy to enable the continuous improvement of the digital operation experience using process improvement methodologies, such as Lean Six Sigma, automation and data.
* Strong analytical and problem-solving skills required, including the ability to design, execute and interpret advanced statistical tests and/or simulation models.
* Opportunity for informal training and/or mentoring associates across the division
* Must have ability to solve difficult problems in gray areas where little or no guidance is available, considering both the upstream and downstream impacts to various departments. Must interpret regulations, internal policies, procedures, and guidelines in US and/or Canada to solve problems and implement solutions.

Requirements:

* Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
* SIE and Series 99 required within 90 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required. Other certifications may be required.
* Proficiency in Microsoft Word, Excel, PowerPoint, Visio, as well as other software programs and databases. Previous experience with RPA and other business process automation tools preferred but not required.
* 5+ years in a people and/or project leader role with comprehensive knowledge of process improvement and/or operational excellence required
* Ability to create strategy and approach based on changing business priorities.
* Ability to collaborate and partner with various associates and leaders across the organization.
* Strong communication, collaboration, facilitation and influencing skills with ability to interface across shared services functional areas and business operations at all levels of the organization.
* Must have ability to assess and mitigate risks, including financial, control, service and regulatory risk and the ability to interpret and apply US and/or Canada rules and regulations that impact the department's processes and systems.


* Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
* SIE and Series 99 required within 90 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required. Other certifications may be required.
* Proficiency in Microsoft Word, Excel, PowerPoint, Visio, as well as other software programs and databases. Previous experience with RPA and other business process automation tools preferred but not required.
* 5+ years in a people and/or project leader role with comprehensive knowledge of process improvement and/or operational excellence required
* Ability to create strategy and approach based on changing business priorities.
* Ability to collaborate and partner with various associates and leaders across the organization.
* Strong communication, collaboration, facilitation and influencing skills with ability to interface across shared services functional areas and business operations at all levels of the organization.
* Must have ability to assess and mitigate risks, including financial, control, service and regulatory risk and the ability to interpret and apply US and/or Canada rules and regulations that impact the department's processes and systems.


* 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: 2021-06-09 Expires: 2021-07-24
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OE Project Leader

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

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