Strategist I - Firm Strategy
Edward Jones, Tempe, AZ, United States
Position Schedule:
Full-Time
This job posting is anticipated to remain open for 30 days, from 31-Mar-2026. The posting may close early due to the volume of applicants.
The Competitive Insights team in the Firm Strategy division is responsible for scanning the external environment to inform the firm's strategic choices, assessing performance relative to the industry, and identifying new business opportunities.
Key Responsibilities:
Lead cross-functional teams in helping frame, design and execute strategic solutions, including the development of hypotheses, gathering data, analyzing results, and presenting findings to executive audiences.
Lead the formulation of division, business, and functional strategies across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.
Drive multiple projects simultaneously, ensuring timely completion of deliverables.
Collaborate with key stakeholders on solutions to issues that exist at the business, functional, and team levels.
Develop and maintain relationships with internal stakeholders; and engage & influence senior stakeholders of the firm in the development of and activation of enterprise, business, and functional strategies.
Operate semi-autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress.
Co-lead the creation of analytical insights related to strategic plans over multiple time horizons.
Develop a deep understanding of the internal client's business objectives and challenges.
Co-facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement.
Drive analysis using both qualitative and quantitative (e.g., financial modeling, analysis) methods, engaging relevant subject matter experts inside and outside the firm where appropriate to generate insights and recommendations that advance strategic thinking of the enterprise.
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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
Hiring Minimum:
$86300
Hiring Maximum:
$146700
Skills/Requirements
Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics.
1-3 years of relevant work experience, with a preference for analytical and/or core strategy work within financial services.
Demonstrable problem-solving, quantitative, and analytical skills are required.
Familiarity with financial statements, valuation and financial modelling are required.
Strong verbal and written communication skills are required as the position will be responsible for significant thought leadership.
Experience contributing to high-impact strategy assignments is required.
Experience managing contributions to the work of multiple projects is required.
What could set you apart:
Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred.
3-5 years of relevant work experience, with a preference for analytical and/or core strategy work within financial services.
Management consulting experience is preferred, and knowledge of the wealth management industry is an additional plus.
Awards & 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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)
About Us
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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Full-Time
This job posting is anticipated to remain open for 30 days, from 31-Mar-2026. The posting may close early due to the volume of applicants.
The Competitive Insights team in the Firm Strategy division is responsible for scanning the external environment to inform the firm's strategic choices, assessing performance relative to the industry, and identifying new business opportunities.
Key Responsibilities:
Lead cross-functional teams in helping frame, design and execute strategic solutions, including the development of hypotheses, gathering data, analyzing results, and presenting findings to executive audiences.
Lead the formulation of division, business, and functional strategies across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.
Drive multiple projects simultaneously, ensuring timely completion of deliverables.
Collaborate with key stakeholders on solutions to issues that exist at the business, functional, and team levels.
Develop and maintain relationships with internal stakeholders; and engage & influence senior stakeholders of the firm in the development of and activation of enterprise, business, and functional strategies.
Operate semi-autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress.
Co-lead the creation of analytical insights related to strategic plans over multiple time horizons.
Develop a deep understanding of the internal client's business objectives and challenges.
Co-facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement.
Drive analysis using both qualitative and quantitative (e.g., financial modeling, analysis) methods, engaging relevant subject matter experts inside and outside the firm where appropriate to generate insights and recommendations that advance strategic thinking of the enterprise.
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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
Hiring Minimum:
$86300
Hiring Maximum:
$146700
Skills/Requirements
Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics.
1-3 years of relevant work experience, with a preference for analytical and/or core strategy work within financial services.
Demonstrable problem-solving, quantitative, and analytical skills are required.
Familiarity with financial statements, valuation and financial modelling are required.
Strong verbal and written communication skills are required as the position will be responsible for significant thought leadership.
Experience contributing to high-impact strategy assignments is required.
Experience managing contributions to the work of multiple projects is required.
What could set you apart:
Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred.
3-5 years of relevant work experience, with a preference for analytical and/or core strategy work within financial services.
Management consulting experience is preferred, and knowledge of the wealth management industry is an additional plus.
Awards & 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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)
About Us
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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO