7 days old

Senior Channel Management Specialist - Client Experience

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.
*Summary**:*
The Senior Channel Management Specialist will lead the optimization, enhancement and roadmapping of client facing interactive channels in an Agile environment. It is critical that they are able to track, consolidate and trend data from multiple sources in order to identify and use key insights (product performance, competitive insights, client insights, and branch insights) to make short and long-term recommendations for the channel(s) strategy. This associate will also be responsible for researching, concepting and building the business case for firm investment in their channel. Strong strategic analysis and influential communication skills are vital to success in this role.

*Key Responsibilities:*
* *Lead channel activation and management *Lead the strategic execution, activation and performance of multiple firm channels and/or a high impact interactive client/branch channel(s). Understand the client journey, communication preferences and the unique value each channel provides the client. Provide functional and technical expertise and requirements to lead channel activation, technical capability expansion and underlying processes. Responsible for overseeing channel delivery, coordinating across multiple channels and designing methodology to optimize the client experience.
* *Client Personalization and Targeting* - Use state-of-the-art planning and targeting tools and interfaces to personalize client experience. Use data to discover and optimize audience selection and to test experiences and target clients within all relevant channels of responsibility. Deeply understand clients' behavioral patterns within channel of responsibility and align channel delivery to program objectives and content strategy.
* *Channel Governance * Lead the development of channel best practices and preserve channel integrity by informing key stakeholders about channel guidelines that align with client experience strategy. May lead virtual teams including external freelance or agency support.
* *Brand *Deeply understand firm's brand positioning and ensure brand is represented across channel experiences. Establish a close working relationship with strategy, messaging and agency teams to ensure channel experiences align to brand vision. * *
* *Measurement/Optimization * Deeply understand firm and client performance objectives and lead development and definition of channel measures using data from multiple sources that support the desired client and business outcomes. Must be able to identify and apply key client, branch, and competitive insights to develop channel strategy. Accountable for specific channel and department measures that support Marketing results.
* *Channel identification and innovation *Identify emerging trends and innovating channels that align with client experience. Use the rapid concepting framework to test, learn, and refine early concepts, develop the business case and recommended solutions to improve channel. Lead medium to large-scale projects aligned to Marketing priorities to implement new channels and applicable enhancements in collaboration with technology teams.



*Qualifications Required in the Job:*
* Bachelor's degree or equivalent experience with a concentration in communication, marketing, journalism, web development or information management preferred or related/equivalent work experience.
* 7+ years of experience in marketing, web development, user centered design, direct marketing and/or product management or comparable experience.
* Experience leading strategic execution, activation and performance of multiple channels in an enterprise environment preferred.
* Proven ability to strategically analyze, identify and apply insights to develop channel strategy preferred.
* Experience working in an Agile project framework and product management model organization.
* Strong organizational skills, including the ability to deliver under strict deadlines, handle multiple priorities simultaneously and lead cross-functional project teams.
* Excellent communication skills are required.
* Experience working in a fast-paced, dynamic marketing environment as well as demonstrated ability to work independently, with little to no direction or leader involvement.
* Must be highly flexible and comfortable working through frequently changing time frames and short deadlines.
* Must be able to communicate effectively with senior firm leaders. Must be able to influence others and explain channel best practices and professionally explain decisions even when they are in conflict with others' desires.



* 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.
Posted: 2021-02-19 Expires: 2021-03-29
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Senior Channel Management Specialist - Client Experience

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

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