Director, Practice Management Measurement, Reporting & Analysis

Position Summary The Director, Practice Management Measurement, Reporting & Analysis is responsible for establishing and leading the measurement, analytics, and performance management capabilities that inform which strategies, practice models & interventions create meaningful business outcomes across Practice Management. This leader transforms data into actionable business intelligence, ensuring that leaders have clear visibility into advisor, practice, segment, and program performance while maintaining strong governance, data quality, and accountability standards.

The role serves as the primary steward of Practice Management performance measurement, overseeing the development of diagnostic frameworks, KPI architecture, benchmarking methodologies, and reporting ecosystems that evaluate the effectiveness of key business initiatives and advisor outcomes. Through a combination of advanced analytics, performance review routines, and governance disciplines, the Director enables leaders to identify opportunities, mitigate risk, prioritize investments, and drive continuous business improvement.

Reporting outcomes span advisor segments, practice models, markets and strategic initiatives, creating a consistent, functional view of performance and progress against business objectives. The Director partners closely with business leaders, strategy teams and data & analytics partners to ensure measurement frameworks remain aligned with firm priorities and enterprise expectations.

Key Responsibilities

• Lead the Practice Management measurement and reporting portfolio, including diagnostics, scorecards, dashboards, benchmarking programs, and performance review routines across advisor segments, programmatic initiatives and practice model archetypes.
• Supervises analytic professionals responsible for translating complex analytical findings into executive-level insights, recommendations, and business actions.
• Establish and govern the KPI framework used to assess business outcomes, advisor performance, program effectiveness, adoption, and strategic initiative success.
• Oversee the design and evolution of segmentation methodologies, analytic approaches and reporting standards that produce reliable and decision-ready insights.
• Partner with technology, data, and analytics organizations to define reporting requirements, improve data capabilities, and drive analytical innovation. Direct matrix relationship to EJ labs organization.
• Drive identification and influence prioritization of key improvement themes, partnering with business leaders to align ownership, funding, resources, and execution plans.
• Develop governance processes that ensure consistency of metrics, definitions, calculations, lineage, and reporting methodologies across the department.
• Champion a culture of evidence-based decision making by embedding measurement and performance discussions into business planning and operating routines.
• Lead and develop a team of analytic professionals responsible for measurement design, performance analysis, reporting, and insights. Responsible for work assignments and review, setting performance expectations, and developing talent

Team Scope and Technical Capabilities

The Director leads a team responsible for:

• Data Analysis: Applying analytical techniques, tools, and methodologies to transform raw data into actionable business insights.
• KPI and Metric Design: Defining and maintaining performance indicators that measure effectiveness, outcomes, adoption, growth, efficiency, and progress toward strategic objectives.
• Statistical Analysis: Identifying patterns, trends, relationships, and predictive indicators through the application of statistical methods and analytical models.
• Advisor Segmentation Analytics: Developing and evaluating segmentation frameworks that group advisors based on business characteristics, needs, behaviors, opportunities, and growth potential to support differentiated strategies and investment decisions.

Position Requirements

• Bachelor's degree required; Master's degree or other advanced degree preferred.
• 11-14 years of experience in analytics, measurement, reporting, business intelligence, financial analysis, strategy, practice management, or related disciplines
• Minimum of 5 years of people leadership experience, including setting direction, assigning and reviewing work, developing talent, and leading high-performing analytical teams.
• Demonstrated success leading complex initiatives that require complex strategic vision setting, sound judgment, and the ability to balance multiple priorities while influencing outcomes across a broad set of stakeholders.
• Experience designing and governing performance measurement frameworks, KPI architectures, reporting ecosystems, evaluation methodologies, and performance management processes that support business decision-making.
• Strong executive presence and communication skills, including the ability to simplify complex analyses, apply data storytelling techniques, and effectively influence senior leaders through evidence-based recommendations.
• Working knowledge of SQL, business intelligence and visualization tools, statistical methodologies, and analytical techniques, with the ability to guide technical teams and assess the quality and implications of analytical outputs.
• Demonstrated ability to build collaborative partnerships and lead through influence across strategy, finance, technology, data and analytics, and business stakeholders.
• Experience applying financial and business analysis to evaluate performance, prioritize investments, assess outcomes, and support strategic decision-making.
• Financial services, wealth management, or practice management experience preferred.

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.

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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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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.