Client Pricing Integration 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 Integration Strategist

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

This position will be responsible for engaging key stakeholders across Firm programs to coordinate integration strategies for client pricing and monetization efforts as outlined by the Business Strategists roadmaps, and effectively coordinating how pricing is presented to clients, branches and discussed within the home office.

 

Key Client Pricing liaison with marketing, solutions and associate communications on all pricing topics and coordination across Firm Programs. 

Responsible for identifying gaps in our integration strategy and sequencing of work.

Translate pricing structures and policies based on business strategies into actionable roadmaps to effectively articulate for the client, branches and Firm.

In coordination with the Client Pricing business strategist, proactively identify opportunities to bring forward communication initiatives as part of broader Firm programs or as Client Pricing Center of Excellence sponsored work.  For example, fee transparency efforts.

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Qualifications :

 

Bachelor's degree

7+ years of relevant work experience. 

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

Works effectively both independently and in a team environment.

Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills.

Industry and best practice research skills