Senior Practice Strategy Consultant

Senior Practice Strategy Consultant

As a Senior Practice Strategy Consultant, you'll be at the forefront of transforming wealth management practicesbringing a strategic, forward-thinking mindset with a client-centric approach as you partner directly with branch teams to unlock growth, strengthen leadership structures, and build enduring, high-performing organizations. Reporting to the Director, Practice Strategy Consultation, you will serve as a trusted strategic advisor, guiding teams through pivotal moments such as expansion, organizational redesign, and succession planning. In this role, you'll lead sophisticated discovery engagements, translate complex data into clear insights, and deliver customized, actionable recommendations grounded in best-in-class wealth management and practice management standards. Adaptable, innovative, and motivated to continuously improve practice outcomes, your influence will be tangibledriving measurable business results, shaping the evolution of consulting offerings, and helping practices move from vision to execution. You'll collaborate closely as a collaborative team player who partners effectively across internal and external stakeholders, ensuring every engagement aligns with firm priorities while delivering exceptional value to branch teams. This is an opportunity for a strategic thinker and advisor who thrives on impact, enjoys solving complex business challenges, and wants to play a key role in shaping the future of advisory practices.

What You'll Need

• Strong understanding of the financial services industry, including business models, compensation structures, client service strategies, and financial planning processes
• Demonstrated business and financial acumen with the ability to translate strategy into actionable recommendations
• Excellent analytical, problem solving, and critical thinking skills
• Proven ability to influence, advise, and drive change with senior stakeholders
• Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messages
• Experience balancing multiple priorities in a fast paced, consultative environment
• High level of discretion, judgment, and professionalism
• This role may require travel

• Advanced knowledge of practice management standards, team design, client service models, branch operations, and market dynamics
• Experience supporting practice growth, organizational design, operational efficiency, or succession planning
• Strong facilitation and consulting skills, including leading workshops or discovery sessions
• Prior experience working in or consulting for wealth management practice

• Bachelor's degree in business administration, Finance, or a related discipline
• Master's Degree preferred
• 6 to 10 years minimum experience, preferred 11 to 14 years

• Series 7 and Series 66
• CFP, ChFC, CEPA

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 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.

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.