Overview:
The Practice Desktop team leads the digital experience for 40,000+ branch users, serving as the front door to the systems that power financial advisor (FA) and client support team (CST) workflows. The team brings together the capabilities advisors use to manage and grow their practices, understand practice health, and serve clients more efficiently, while increasingly embedding AI into the branch- and client-facing experience.
What you'll do:
- Lead strategy and team of professionals responsible for creating branch-facing digital experiences that help Financial Advisors and their teams identify, prioritize and act on opportunities to accelerate practice growth, with success measured through outcomes such as pipeline progression, asset growth, usage and engagement.
- Own multi-year strategy and value-delivery roadmap for the "Accelerate Practice Growth" team, translating wealth management priorities, advisor needs, data and insights into clear investment, capability and sequencing decisions.
- Shape connected, end-to-end growth experiences that bring together opportunity identification, prioritization, planning and action within FA and branch-team workflows.
- Set annual priorities and measurable business outcomes for growth capabilities, balancing near-term value delivery with longer-term platform, data, AI and experience investments.
- Champion the application of AI, data and advanced analytics to practice growth, using insights and intelligent recommendations to help Financial Advisors identify opportunities, determine next-best actions and focus time on the highest-value growth activities.
- Lead cross-functional alignment across AI, data, digital product, engineering, UX, enablement, compliance and field partners, resolving strategic dependencies and establishing shared accountability for delivering business and user outcomes.
- Establish performance measures and feedback mechanisms that connect advisor behavior, adoption, pipeline progression and growth outcomes to product and investment decisions, enabling continuous refinement of the growth strategy and roadmap.
- Represent the voice of the Financial Advisor and branch team in growth-related investment decisions, combining field insight, behavioral data, industry trends and business priorities to identify unmet needs and emerging opportunities.
- Build and develop a high-performing team, creating clarity of purpose, strengthening strategic and product capabilities, and empowering leaders to make decisions and deliver measurable outcomes.
What you'll need:
- Bachelor’s degree required.
- A minimum of 7 years of direct experience, 3 of which must be in a leadership role
- Strong knowledge of the firm and its business practices and processes
- General understanding of other functional areas of Practice Management
- Appropriate depth of technical knowledge of respective functional area
- Appropriate knowledge of applicable technology for both the functional area and for the firm
- Strong analytical skills
- Superior communication skills (both verbal and written) with the ability to influence directly and indirectly
- Knowledge of change leadership, systems thinking, and integration
- Develop an understanding of the impacts changing industry standards may have on the firm as it relates to branch support
What could set you apart:
- Advanced degree or equivalent experience preferred.
- Experience working in digital channels, platforms, or customer-facing digital experiences.
- Knowledge of AI-driven tools, technologies, and emerging digital trends.
- Experience developing or supporting digital strategy initiatives.
- Understanding of branch operations and the financial advisor experience.
- Familiarity with advisor-facing digital tools, platforms, and workflow solutions.
- Ability to bridge business, client, and technology needs in a digital environment.
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. 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.
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.