Posted in General Business 3 days ago.
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 Data and Analytics PMO includes a Portfolio and Program Management Office function that is responsible for evolving the firm's data and analytic capabilities, delivering planning and project management to help facilitate decision-making around and execution of a portfolio of strategic work. This role will lead and engage in programs and leveraging both waterfall and agile project management methodologies.
Key Responsibilities :
Leading medium to large projects simultaneously, with a medium to high degree of risk, visibility, and urgency within a functional area or at times spanning multiple areas, divisions, or outside vendors. Leading project coordinators and/or project team members in completion of medium to large scope projects.
Providing leadership, development and mentoring to team through modeling of best practices and providing timely feedback.
Responsible for allocating, onboarding, assigning and oversight of project resources.
Ability to rapidly learn about a new area to lead a project effectively.
Driving and recommending improvements in project management and industry "best in class" practices within the firm.
Driving business efforts. This role is the key business contact on the project.
Identifying major and detailed project tasks, critical path, contentions, and resources to manage the tasks across multiple sub-projects.
Ensuring project schedule, scope and quality objectives are met by monitoring, using metrics and controls to measure progress, taking corrective action and escalating issues when necessary. Assess trade-offs to scope using cost / benefit analysis and make recommendations to senior leaders.
Working with other leaders and senior leadership to obtain the necessary resources to achieve project objectives. Driving the resolution of resource issues/risks.
Planning, identifying, analyzing, and resolving project issues and risks.
Determining and executing prevention and mitigation strategies, as appropriate.
Scheduling and facilitating meetings, communicate progress and develop solutions to meet project goals. This may be related to a large project with multiple sub-projects.
Providing timely communication of relevant data to senior leadership for decision making.
Establishing and maintain effective communications and relationships across multiple areas, divisions, outside vendors and project leaders/teams who are working on sub-projects within a project.
Leading vendor selection in a project with a large number of vendors. Managing vendor relationship throughout the life of the project.
A bachelor's degree is preferred.
MBA or graduate degree preferred.
Project management certification (PMP and/or Edward Jones) preferred.
Appropriate licenses as required by the business area (Series 7 and 63, CPA, etc.).
Experience with Clarity, JIRA, AHA desired.
Experience with Agile/SAFE and Product Teams preferred.
Experience in Change Management, ADKAR or Prosci preferred.
5 – 7 years of experience leading projects with industry or position-related experience. Previous leadership experience preferred.
Advanced interpersonal and communication skills; effectively communicates with project team, other project leaders, multiple areas, divisions, and outside vendors. Incorporates effective listening and collaboration skills.
Exceptional presentation skills preferred.
Excellent organization and coordination skills.
Ability to identify, prioritize, monitor, communicate, and/or resolve elements that can impact a project.
Experience leading project cost / benefit reviews.
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