Senior Analyst - Wealth Strategy & Partner Consulting
Edward Jones HQ
Edward Jones is seeking a Partner Consultant to work with Financial Advisors and branch teams to optimize partner relationships and teaming opportunities. You will advise on retirement planning, compensation strategy, and educational needs while developing materials and webinars to elevate understanding of FA Teaming. The role requires a Bachelor’s degree in Accounting or Finance, 2–6 years of applicable experience, and strong communication, analytical, and organizational skills. #J-18808-Ljbffr Edward Jones
- Opportunity OverviewOverview: The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones by providing... ...and education. You will be at the forefront of transforming wealth management practices—bringing a strategic, forward thinking...SeniorTemporary workWork experience placementWork at officeHome officeFlexible hours
- Northern Trust in Tempe seeks a Senior Consultant to join the Wealth Management Partner Support team. You will coordinate fee-related inquiries, drive cross-functional alignment, and support trust-related needs with partners. You will analyze issues, escalate where needed...Senior
- ...Stewardship requires a dedicated Senior Data Advisor to support the... ...enterprise data stewardship strategy and operating model and is... ...Assets (FFA) data domain. They partner across Data Platforms, Digital... ...assets.Experience in Wealth Management / Financial Services...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
- Arizona State University is seeking a Senior Director of Development to oversee fundraising strategies for ASU Health. In this role, you will manage a portfolio of foundation prospects, aiming to secure significant financial support while collaborating with various academic...Senior
$164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing,... ...in our employees, whom we call partners, and to provide to our clients... ...exceptional service. Position SummaryThe Senior Principal, Identity & Access Management (IAM) Strategy & Product Management, is...SeniorFull timeH1bWorldwideFlexible hours$96k - $159.96k
Job Overview: The Senior Overlay Analyst is a critical member of the Overlay Portfolio Management... ...-line with the selected investment strategies. In addition, the Senior Overlay... ...processes and collaborate with partners across Wealth Management and the broader enterprise...SeniorWork from home- ...for hire at this time. In long, our Senior Analyst , Strategic Analytics are... ...maintain, and automate reporting to help partner teams produce value-add strategies and optimize their business segment... ...is. Wellness Program. Health is wealth! This program includes self-guided...SeniorFull timeTemporary workCasual workWork from homeVisa sponsorship3 days per week
$88.9k - $151.1k
...leader in innovative wealth management, asset... ..., whom we call partners, and to provide to... ...SummaryThe Business Analyst, Identity & Access Management (IAM) Strategy & Product... ...product management, consulting, cyber security, or... ...organization is encouraged, senior leaders are...Full timeH1bWork at officeWorldwideFlexible hours- A growing data-driven organization in Arizona seeks a Senior Business Risk Analyst. This role requires strong analytical skills to support and evolve the Risk function while directly influencing key business decisions. The ideal candidate will have a bachelor’s degree...Senior
- ...Holdings offers industry‑leading wealth management platforms for... ...technology with personalized consulting to provide unmatched scale, efficiency... ...clients. Lead with Purpose. Partner with Impact. What you’ll Do... ...systems, technology strategies and standards. Recognize potential...
$140k - $160k
...first. Not a loose collection of consultants sharing a logo, but a genuine... ...stitched together.It’sa senior-level position for a seasoned... ...recovery plans and realignment strategies when things go sideways... ...tmatch Use AI as an analytical partner to pressure-test requirements...SeniorTemporary workImmediate startRemote workShift work$151.2k - $204.6k
...visibility, strategic team that directly impacts millions of Selling Partners worldwide? Are you interested in enabling the latest in... ...qualifications- Bachelor's degree- Experience owning/driving roadmap strategy and definition- Experience with feature delivery and tradeoffs...SeniorWorldwideFlexible hours$105.4k - $207.8k
...Recruiting for this role ends on 12/31/2026.Work you'll doAs a Senior Consultant, Strategy, Growth and Transformation on the Cyber team, you will be... ..., with observability and runbooks for production support.Partnering with Cyber, Risk, Compliance, Privacy, and Legal...SeniorLocal areaVisa sponsorship- ...OverviewOverview: The Compensation Strategy Enablement function... ...talent.The Strategy Analyst III will join a team... ...responsible for partnering closely with product teams... ...leaders, including senior and executive... ...requiring leadership consultation.Span of Influence:The...Temporary workWork experience placementWork at officeHome officeFlexible hours
- Global Payments Inc. is seeking a Sr. Product Marketing Manager to shape the strategy and commercialization of our POS integrations ecosystem, connecting merchants with partners like Uber Eats and DoorDash. You will drive growth by shaping messaging, launches, and partner...Senior
- The Downtown Boulder Partnership is seeking a Senior Planner for the High Net Worth Team in Tempe, AZ. This position requires expertise in financial planning and experience working closely with clients and financial advisors to deliver tailored financial solutions. Successful...Senior
- LPL Financial is seeking a Senior Overlay Analyst to lead day-to-day management and trading for centrally managed platforms within the Overlay... .... The role focuses on ensuring adherence to investment strategies and delivering regular analytics to leadership. The candidate...Senior
- ...global leader in innovative wealth management, asset servicing,... ...our employees, whom we call partners, and to provide to our clients... ...TPMO team manager to assist in strategy and design decisions, business... ...organization is encouraged, senior leaders are accessible, and you...SeniorOngoing contractFull timeWork experience placementH1bWork at officeWorldwideFlexible hours
- This Senior Software Business Analyst role is responsible for leading the discovery, analysis, and definition... .... You’ll operate as a strategic partner to business leaders, product owners,... ...Strong expertise translating business strategy into functional and system‑level...Senior
$91.66k - $120.3k
Hi, we’re Oscar. We’re hiring a Senior Analyst, Actuarial - Valuation to join our Actuarial.... ...budget planning, pricing, and company strategies. This position is eligible for the department... ..., and lines of communication with all partners. Aid in the onboarding of analysts by...SeniorRotational programFull timeWork at officeFlexible hours- Opportunity OverviewThe Senior Consultant serves as an internal advisor and thought partner to enterprise leaders, providing strategic... ...closely with Enterprise Strategy & Execution leaders, program leads... ...authority.Financial services, wealth management, enterprise transformation...SeniorTemporary workWork at officeHome officeFlexible hours
- Opportunity OverviewThe Senior AI and Emerging Tech... ...and delivery leader who partners directly with business... ...the intersection of strategy, innovation, and execution... ....Serving as a trusted consultant, you will translate... ...Deep understanding of wealth management and/or...SeniorTemporary workWork at officeHome officeFlexible hours
- A prominent public university in Tempe is seeking a Sr. Planning & Accounting Analyst to guide financial strategy and oversee budget management in a dynamic environment. Candidates should possess a bachelor's degree and extensive experience in financial analysis, particularly...Senior
- We’re partnered with a growing, data-driven organization seeking a Senior Business Risk Analyst to support and evolve its Risk function, with exposure to Operations and Revenue... ...-facing, and directly influences business strategy, policy decisions, and performance...Senior
$95.6k - $162.4k
...global leader in innovative wealth management, asset servicing,... ...our employees, whom we call partners, and to provide to our clients... ...sourcing and overall procurement strategies; processes and infrastructure... ...organization is encouraged, senior leaders are accessible, and...SeniorOngoing contractFull timeContract workWork experience placementH1bWorldwideFlexible hours- State Farm in Tempe, AZ is seeking a Strategy Realization Analyst to support planning, analysis, coordination, and hands‑on project work, translating strategy into action by advancing key projects and providing visibility, structure, and insight to keep work aligned and...
$66.07k - $123k
...project work. You translate strategy into action by advancing key... ...compelling narratives that help senior leaders understand decisions,... ...Across Workstreams : Partnering with business, technology, process... ...Benefits Strategy Realization Analysts may be aligned to either program...Work at officeImmediate startWork from homeFlexible hours$73.85k - $123.09k
...Customer Due Diligence & Referral Management Senior Analyst completes due diligence reviews on... ...team for review or Advisory for consultation. Administer the Internal Watch List and... ...Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader...SeniorWork at officeWork from home$91.66k - $120.3k
...Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team. Oscar is the first health insurance company built around... ...practices, and automation/documentation standards. Financial Strategy: Develop recommendations for the risk adjustment accrual setting...SeniorFull timeWork at officeFlexible hours- ...Job details Job Role Infrastructure Consultant 2 Career Role Consultant - Infrastructure Management -... ...experts, and contribute to transformative projects across banking, wealth management, and insurance sectors. If you're passionate about...Full timeTemporary workRelocation
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