National Planning Strategic Consultant

This job posting is anticipated to remain open for 30 days, from 11-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.

The National Campaign Management Strategic Consultant analyzes and understands relative opportunity across markets and divisions, partners with a variety of functional areas to describe that opportunity and inform differential resourcing, regularly rebalances resources to achieve greatest benefit in alignment with functional leaders within constraints, and during planning works to align opportunity, resourcing, and objectives to achieve overall USBU objectives. As timely opportunities arise, this associate partners with functional areas and resource alignment teams to facilitate short- or medium-term strategies and campaigns, leveraging CRM tools and associated technologies. Aligned with field, functional, and enterprise planning calendars, leads aspects of and works to improve the planning process, support the business performance team and market leaders/division leaders in creating and documenting annual and long-term plans, and coordinate and communicate campaign management and planning process across broader team and firm.

• Lead end-to-end, multi-year planning across functions to deliver ambitious yet achievable goals through field and home office partnership. Align enterprise, region, market, and division objectives via MM processes and optimization models; support development of annual and long-term plans.

• Design and execute segmentation diagnostics to identify growth, efficiency, and financial opportunities using performance data and competitive insights. Partner with market leadership, stakeholders, and USBU to implement priorities and guide resource allocation, including intra-year adjustments.

• Drive national execution strategies and sales campaigns using technology, CRM, and AI. Set measurement frameworks and continuously refine campaigns, resourcing, and targets based on performance insights.

• Collaborate across the business performance organization to track progress, measure impact, and inform performance reviews. Proactively build tools and processes to identify future opportunities and campaigns.

• Align planning cycles across teams; develop job aids, FAQs, and training to strengthen capabilities and adoption among market and division leaders.

Required:

Bachelor's degree in business administration, finance, economics or a related field

6 or more years of experience in a related field (i.e. strategic marketing, business administration, strategic planning, finance, business analysis, market segmentation)

Preferred:

Series 7: Preferred

Series 66: Preferred

MBA, CFA, or comparable Advanced Degree: Time of Hire

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 ( .