Job Description

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Finance

Position Requirements

What You'll Need:

• Bachelor's degree with an emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience)
• 7+ years of relevant work experience

What Could Set You Apart:

• Strong understanding of agile product management
• Proficiency in Business Intelligence and data extraction tools such as SQL or Power Query
• Deep experience with financial business processes and incentive compensation design
• Demonstrated experience leading complex, cross-functional initiatives with enterprise impact
• MBA or Master's degree in a relevant field preferred

Functional/Technical Qualifications:

• Ability to independently prioritize and execute across multiple high-impact initiatives with minimal direction
• Ability to define business problems, shape analytical approaches, and translate strategy into business and technical requirements
• Advanced financial analysis, forecasting, and complex modeling expertise applied to ambiguous business challenges
• Advanced Microsoft Excel, Word, and PowerPoint skills, including pivot tables, advanced formulas, and executive-level presentations
• Strong understanding of accounting processes and financial statements
• Ability to synthesize complex financial and strategic concepts into clear, actionable insights for executive audiences
• Ability to lead, influence, and align diverse stakeholders across all levels of the organization, including executive leadership

Problem Solving:
Issues are often complex, ambiguous, and high-impact in nature. The Strategy Analyst III must independently frame problems, determine appropriate analytical approaches, and develop solutions that influence firm-wide strategy. This role is responsible for leading and delivering moderate to high complexity initiatives, often involving multiple stakeholders, divisions, and external partners.

Decision Making:
Decisions made in this role frequently carry moderate to high complexity and high strategic impact on firm performance. The Strategy Analyst III independently makes decisions across a broad range of scenarios, including those involving ambiguity and risk, with only the most complex or highest-risk decisions requiring leadership consultation.

Span of Influence:
The Strategy Analyst III operates with consistently high influence across the firm, working directly with senior and executive leadership to shape strategic decisions and enterprise priorities. This role requires a deep understanding of cross-divisional interdependencies and their impact on firm performance. While there are no direct supervisory responsibilities, this role is expected to lead through influence by mentoring associates, guiding cross-functional teams, and elevating the capabilities of others across the organization.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page