Team Leader - Practice Management Consulting

Team Overview

The Team Leader, Practice Advisory Consulting leads and develops a high-performing team responsible for delivering scalable, high-impact consulting support to financial advisors. This role helps advisors grow and optimize their businesses across strategy, structure, and operations—extending field capacity and strengthening enterprise outcomes.

This is a highly visible leadership role where you will shape advisor success, influence strategic initiatives, and build team capabilities. You’ll collaborate cross-functionally and contribute to evolving consulting models that drive measurable advisor impact. Success in this role creates opportunities for advancement into broader leadership or enterprise strategy roles.

What You'll Do

• Lead, coach, and develop a team of practice advisory consultants to deliver high-quality, scalable consulting support
• Drive advisor impact across core areas including business valuation, growth strategy, practice structure, and operational effectiveness
• Establish clear performance expectations, monitor outcomes, and foster a culture of accountability and continuous improvement
• Partner with field leaders and enterprise stakeholders to align priorities and deliver coordinated advisor support
• Translate enterprise initiatives into practical tools, frameworks, and guidance for advisor engagement
• Ensure consistency and quality across consulting engagements, deliverables, and advisor experiences
• Leverage data and insights to improve team performance, scalability, and advisor outcomes
• Support advisors in navigating key transitions (e.g., succession, ownership changes, growth planning) with confidence

What Experience You'll Need

• 6+ years of experience in wealth management, financial advisory, consulting, or a related field
• Prior people leadership experience or demonstrated ability to coach, mentor, and develop others
• Strong business consulting, problem-solving, and strategic thinking skills
• Foundational knowledge of practice economics, business operations, or growth strategy
• Ability to translate complex concepts into clear, actionable guidance
• Strong communication and relationship-building skills across diverse stakeholders

What Could Set You Apart

• Experience in practice management consulting or advising financial professionals
• Knowledge of business valuation, succession planning, or ownership structures
• Exposure to human capital strategy or organizational design within professional services
• Experience working in a matrixed or highly collaborative environment
• Advanced business, finance, or related degree/certification (e.g., MBA, CFP, CFA)

Location: 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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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.

Benefits include medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life and AD&D coverage (no cost to associates), a 401k retirement plan, health savings account, flexible spending account, ten paid holidays, 15 days of vacation for new associates, sick time, personal days, paid day for volunteerism, bonuses, profit sharing, and Employee Assistance Program.