Senior Practice Management Strategist

This job posting is anticipated to remain open for 30 days, from 10-Jun-2026. The posting may close early due to the volume of applicants.

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.

Opportunity Overview:

Practice Management empowers financial advisors to lead their branch team in building a successful practice by supporting and guiding them at every stage of their career. The Practice Desktop empowers financial advisors and their client service team with a unified, intuitive platform that integrates tools, data, and AI-driven insights, creating capacity for them to work smarter, deepen client relationships, drive measurable growth, and deliver more value.

The Senior Practice Management Strategist leads the evolution of practice health, diagnostic, assessment, and business planning strategies, along with the tools that enable them. This role is responsible for shaping and integrating cross-firm capabilities that support design, delivery, learning, change management, and adoption. Partnering closely with internal stakeholders and branch teams, the Senior Strategist designs end-to-end processes, experiences, and solutions that drive growth and productivity. This includes advancing knowledge-powered initiatives, scaling diagnostic capabilities, enhancing business planning solutions, and delivering innovative practice health experiences. As a senior strategist operating across both digital and non-digital capabilities, this role plays a critical part in defining forward-looking strategies and enabling execution. The Senior Strategist leads highly complex, firm-level initiatives while also informally mentoring and guiding others to drive alignment and impact.

What You’ll Do:

• Defines and evolves the strategy and roadmap for Practice Desktop software, systems, and tools, spanning proprietary Edward Jones solutions and industry-leading platforms, that equip branch teams with the insights and capabilities to assess practice health, make data-driven decisions, and effectively manage and grow their business, including Salesforce and similar platforms

• Exhibits deep systems thinking by understanding measures/insights/workflows across systems, recognizing the interconnections and interdependencies within those systems to provide proactive thought leadership and form perspectives on ways to drive for solutions that maximize branch experiences

• Displays strong analytical capabilities to infer, interpret, and apply data to build strategy and recommendations. Partners with key stakeholders to enhance and build new Practice Diagnostic insights and features that enable branch teams to turn insights into action

• Owns and drives prioritized enterprise epics from concept through delivery, defining success metrics and outcomes to ensure solutions deliver tangible impact and business value

• Develop strategic frameworks and process maps to visualize connected experiences, driving alignment and prioritization while balancing assumptions and trade-offs

• Partners with branch teams and aligns with internal cross-functional teams to incorporate feedback and define an optimal end-to-end experience across both digital and non-digital solutions in support of prioritized business outcomes

• Demonstrates subject matter expertise (SME) in Practice Desktop solutions and capabilities, connecting across Practice Management and the firm to support branch teams with change, adoption, upskilling, and support

• Delivers creative solutions to complex challenges that may be undefined, while navigating ambiguity and operating autonomously to make progress

Position Requirements:

• Bachelor’s Degree; Advanced degree preferred

• Minimum Experience: 6+ years in technology, analytical, business strategy, or product management roles

• Series 7 and 66 required within 12 months of hire

RTO Statement:

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.

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 (

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.

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 ( .