National Planning Strategic Consultant

Responsibilities Lead end‑to‑end, multi‑year planning across functions to deliver ambitious yet achievable goals through field and home office partnership, aligning enterprise, region, market, and division objectives via MM processes and optimization models and supporting the 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 building 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 Qualifications Bachelor's degree in business administration, finance, economics or a related field. Six or more years of experience in strategic marketing, business administration, strategic planning, finance, business analysis, or market segmentation. Preferred Qualifications Series 7 license. Series 66 license. MBA, CFA, or comparable advanced degree (Time of Hire). Legal/EEO Statement 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 Edward Jones' compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits such as accident, hospital indemnity, and critical illness coverage, short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates. The firm offers a 401(k) retirement plan, tax‑advantaged accounts (health savings account and flexible spending account), ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing, and all are eligible for the Employee Assistance Program. #J-18808-Ljbffr Edward Jones