Client Pricing Business Strategist at Edward D. Jones in St. Louis, Missouri

Job Description:

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 Pricing Business Strategist

 

Edward Jones is seeking a highly skilled individual to serve as Client Pricing Business Strategist on the Client Pricing Center of Excellence team within the Finance Division. 

This role will partner with team to create the roadmap for the organizations forward looking monetization strategy and the creation of a robust client pricing function within the organization.  This responsibility will require the strategist to represent client pricing in BSL, Firm Program and Client Pricing sponsored project working groups while directing the work of the Client Pricing Center of Excellence direct and indirect resources to execute on the roadmap (Research, Communications, Data Analysis and other Firm Analytics analytic capabilities).

 

Key Responsibilities to include:

 

Majority of engagements will be Firm level and broad

Engagements with key stakeholders and responsibilities will be broader than just analysis to include research, implications to client experience, design and communication.

Adoption strategies and how design can influence those strategies are a key consideration in this role. 

Identify opportunities and bring Client Pricing COE sponsored work to Firm Working Group and Firm Programs through the use of narratives & challenge statements.

Creating a robust client pricing function at the firm will require an ongoing gap analysis of key talent, capabilities and tools.

Position Qualifications:

 

Bachelor's degree is required with emphasis in a business discipline such as finance, economics, data science, or analytics (or relevant work experience).  MBA preferred. 

7+ years of relevant work experience. 

Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities

Understand and identify opportunities to apply the different types of statistics and advanced analytical concepts.

Works effectively both independently and in a team environment.

Excellent strategic and process thinking skills with ability to simplify complex issues and take a pragmatic approach to communications deliverables