Senior Product Strategy Analyst – Products

Opportunity Overview

The Products Area helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and goals-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes, and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm's goals of deeply serving clients and associates serve as the firm's subject matter experts for their respective areas. The Product Strategy team at Edward Jones, which is part of the Investment Advisory Department, is responsible for developing and supporting our evolution of investment management offerings and services that are tailored to client and FA segments. We seek to provide our clients with personalized investment solutions to address their financial needs and consider their unique preferences and to provide our Financial Advisors and branch teams the resources needed to deliver an ideal client experience.

As a Senior Product Strategy Analyst, you will lead the analyses of high impact strategic issues confronting our Product shelf and the firm and translate those findings into decisions and recommendations. You'll have an opportunity to build and maintain a strong network of business partners, and partner with them on challenges, opportunities, and solutions. You’ll participate on cross-functional teams of colleagues from distinct product areas, investment management, financial planning, business segments among others. Your responsibilities will include helping to build, integrate and execute plans to deliver new capabilities and functionality within the firms unique product offerings.

What You Will Do:• Lead enterprise and division decision making efforts with various strategy engagements and partnering with stakeholders across the firm.

• Lead the creation of Products related to strategic plans over multiple time horizons.
• Lead analysis based on competitor developments and industry announcements related to products/solutions, partnerships, services, and financial data to prepare recommendations for decision-making by senior leaders.
• Lead the formulation of enterprise strategic objectives across Products for multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.
• Collaborate with key stakeholders on solutions to issues that exist at the team, division, and enterprise levels
• Develop and maintain relationships with internal stakeholders to ensure key business questions and needs are addressed
• Operate autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress
• There is no formal leadership related to this position

Position Requirements

What Experience You Will Need:• Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics.

• Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics is strongly preferred.
• SIE and Series 66 required within 120 days of start date (US); Series 7 required within 12 months of start date (US).
• 7+ years of relevant work experience, with a preference for analytical and/or core strategy work within financial services.
• Demonstrable problem-solving, quantitative and analytical skills are required.
• Ability to conduct complex financial analyses, forecasts, and general modelling skills are required.
• Strong verbal and written communication skills are required as the position will be responsible for clearly articulating analyses and recommendations to senior leaders and colleagues.
• Experience contributing to high-impact strategy assignments is preferred.
• Experience managing contributions to the work of multiple projects is preferred.

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 Description

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.

Awards and Accolades

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 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.

Salary Information

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.