EDWARD JONES: Team Leader Client Insights (Consumer Insights) Enablement

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 Client Strategies Group (CSG) at Edward Jones is focused on developing a profound understanding of prospective and current clients needs to create an unparalleled experience.

Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.

From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the CSG division but firm-wide.

Working in this collaborative and fast-paced environment as part of the Client Insights team, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

Client Insights is responsible for delivering deep understanding of the client that will drive decision-making to better meet the client needs of today and the future.

As a Client Insights Enablement Team Leader, you’ll have the opportunity to lead a team that supports the development of actionable insights through the management of insights tools and processes, and collaboration with stakeholders across the firm.

Responsibilities Include: Lead a team of enablement specialists whoProvide critical operational, logistical and project management support on insights efforts things like client sample processing, branch communications, recruiting research participants, programming branch surveys and managing research participant agreements.

Support a wide range of efforts from firm programs to FWG-approved projects to division and team initiatives.

Have responsibility for day-to-day management of our insights tools and processes, like Qualtrics and our online qualitative interviewing platform.Collaborate with stakeholders across the firm to ensure research participants and our stakeholders have good experiences and outcomes.Lead our Qualtrics/survey tool(s) for the firm, collaborating with key stakeholder groups across the firm to ensure the relationship is delivering against firm requirementsDevelop inputs to the Client Insights scorecard to help the department monitor the outcomes delivered to the firm, including our efficiency, effectiveness, and engagement.Establish strategies, provide thought leadership, identify action steps and develop team processes for achieving individual, team and project objectives consistently and efficiently.Establish work priorities, allocate appropriate resources and lead others through execution of work to align with firm objectives, standards and regulatory requirements.Lead performance of associates, including setting clear expectations, providing timely feedback, conducting performance reviews, guiding professional development and mentoring potential successors.Manage resources, including hiring/onboarding new associates and external resources.Create an inclusive, engaging team environment.Minimum of 10 years of experience related to driving strategic initiatives with at least 3-5 years of direct leadership experienceDemonstrated experience in research operations management supporting both qualitative and quantitative research and analytic programs to answer broad, strategic business questions.B.A.

or B.S.

in Communication, Marketing, Journalism or related field required.

M.S/M.A./MBA strongly preferred.Advanced to expert ability to develop broad business strategy through innovative and strategic thought.Expert ability to lead multiple projects/people at same time and manage complex matters or processes.

Strong relationship building and influence skills, highly collaborative, strong emotional intelligence/maturity and senior level executive presence.

FORTUNE 2020 Edward Jones was named No.

7 on the 2020 FORTUNE 100 Best Companies to Work For® list.

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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.

6Best 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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.

Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:Salary: $89642 $152634Category: Headquarters