Team Leader - Practice Management Consulting
Edward Jones HQ
Opportunity OverviewTeam OverviewThe 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 DoLead, coach, and develop a team of practice advisory consultants to deliver high-quality, scalable consulting supportDrive advisor impact across core areas including business valuation, growth strategy, practice structure, and operational effectivenessEstablish clear performance expectations, monitor outcomes, and foster a culture of accountability and continuous improvementPartner with field leaders and enterprise stakeholders to align priorities and deliver coordinated advisor supportTranslate enterprise initiatives into practical tools, frameworks, and guidance for advisor engagementEnsure consistency and quality across consulting engagements, deliverables, and advisor experiencesLeverage data and insights to improve team performance, scalability, and advisor outcomesSupport advisors in navigating key transitions (e.g., succession, ownership changes, growth planning) with confidencea {}
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tr th {}Position RequirementsWhat Experience You'll Need6+ years of leadership experience in wealth management, financial advisory, consulting, or a related fieldPrior people leadership experience or demonstrated ability to coach, mentor, and develop othersStrong business consulting, problem-solving, and strategic thinking skillsFoundational knowledge of practice economics, business operations, or growth strategyAbility to translate complex concepts into clear, actionable guidanceStrong communication and relationship-building skills across diverse stakeholdersExperience in practice management consulting or advising financial professionalsSeries 7 and 66 Securities LicensesWhat Could Set You ApartKnowledge of business valuation, succession planning, or ownership structuresExposure to human capital strategy or organizational design within professional servicesExperience working in a matrixed or highly collaborative environmentAdvanced business, finance, or related degree/certification (e.g., MBA, CFP, CFA)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."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 LocationArizona, Tempe, Missouri, St. LouisExternal Flexible Work Option(s)RemotePosition 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.RecruiterJeffrey AdamsSalary 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 InterestInvestment Products and Strategy Req ID: 115312BR
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tr th {}Position RequirementsWhat Experience You'll Need6+ years of leadership experience in wealth management, financial advisory, consulting, or a related fieldPrior people leadership experience or demonstrated ability to coach, mentor, and develop othersStrong business consulting, problem-solving, and strategic thinking skillsFoundational knowledge of practice economics, business operations, or growth strategyAbility to translate complex concepts into clear, actionable guidanceStrong communication and relationship-building skills across diverse stakeholdersExperience in practice management consulting or advising financial professionalsSeries 7 and 66 Securities LicensesWhat Could Set You ApartKnowledge of business valuation, succession planning, or ownership structuresExposure to human capital strategy or organizational design within professional servicesExperience working in a matrixed or highly collaborative environmentAdvanced business, finance, or related degree/certification (e.g., MBA, CFP, CFA)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."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 LocationArizona, Tempe, Missouri, St. LouisExternal Flexible Work Option(s)RemotePosition 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.RecruiterJeffrey AdamsSalary 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 InterestInvestment Products and Strategy Req ID: 115312BR
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