Branch Channel Marketing Strategy Lead

Opportunity OverviewAre you passionate about transforming how marketing helps financial advisors grow their practices and deepen client relationships? Can you bridge the gap between strategic marketing, advisor business needs, and emerging technologies to drive meaningful business outcomes? Are you excited by the opportunity to shape the future of advisor engagement through data, AI, digital experiences, and innovative marketing solutions? If so, this may be the opportunity you've been looking for.The Field & Advisor Marketing & Experience Team serves as both the marketing platform and growth engine for Edward Jones advisors, equipping them with the tools, insights, content, and experiences needed to build thriving practices and deliver exceptional client experiences. The team enables advisors to leverage the full power of the firm's marketing organization through integrated national and local marketing programs, strategic client engagement initiatives, and advisor-focused experiences that support long-term growth.As the Branch Channel Marketing Strategy Lead, you will define the strategic vision for how marketing is delivered through Edward Jones' advisor field and branch network. This highly visible role will create scalable frameworks, programs, and capabilities that help advisors engage clients more effectively, strengthen relationships, and drive business growth. Working across Experience & Brand Marketing (EBM), Practice Management, Technology, Digital, Analytics, and Field Leadership, you will help shape the future advisor growth ecosystem and ensure marketing remains a critical driver of advisor and client success.What You'll DoDefine and execute the enterprise strategy for leveraging the advisor field and branch network as a scalable marketing channel that drives client engagement, advisor growth, and business outcomes.Develop frameworks, participation models, and activation strategies that enable branches to deliver consistent, locally relevant marketing experiences while increasing utilization of marketing programs.Partner with division, segment, and field leaders to identify business opportunities and develop marketing strategies that support advisor growth and strengthen client relationships.Design advisor-enabled client engagement strategies that connect campaigns, events, webinars, nurture programs, and communications into a cohesive client growth ecosystem.Identify opportunities to complement advisor-led efforts with scalable enterprise marketing programs that deepen client relationships and increase share-of-wallet opportunities.Partner with Practice Desktop, Technology, Product, and Experience teams to embed marketing capabilities, content, and tools into advisor workflows and digital experiences.Advance the future-state advisor ecosystem through the integration of AI-enabled capabilities, automation, campaign activation tools, content delivery, and next-best-action recommendations.Define and lead the team's field engagement and content strategy, improving content relevance, discoverability, utilization, and overall advisor experience.Develop measurement frameworks to assess channel effectiveness, program participation, content utilization, and business outcomes, leveraging insights to optimize future investments.Monitor advisor needs, market trends, competitive activity, and emerging technologies to identify innovative opportunities that enhance field marketing capabilities and drive business results.This position is known internally as a Senior StrategistPosition RequirementsWhat You'll BringBachelor's degree required with 11–14 years of relevant professional experience, including 10+ years in marketing, customer experience, customer strategy, or growth-focused roles.Proven success developing and executing marketing strategies that drive measurable business results.Experience leading large-scale, cross-functional initiatives and influencing stakeholders in a complex matrixed environment.Strong business acumen, analytical skills, and ability to leverage data and insights to inform strategic decisions.Knowledge of integrated marketing, customer journeys, segmentation, and multi-channel marketing strategies.What Could Set You ApartFinancial services, wealth management, or advisor-facing experience.Deep understanding of advisor practices, client engagement, and growth strategies.Experience leveraging AI, automation, or marketing technology to enhance marketing effectiveness.Strategic, innovative mindset with a track record of influencing senior leaders and delivering measurable outcomes.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.Company DescriptionJoin 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.Awards and AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesPosition ScheduleFull-Time Posting LocationMissouri, St. Louis External Flexible Work Option(s)HybridPosition TypeHome Office EEO StatementEdward 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.RecruiterTara BeiermannSalary InformationEdward 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.CountryUnited States Search Headquarters Positions by Area of InterestMarketing Req ID: 117054BR