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Team Leader, Center of Excellence
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
Firm Analytics – Center of Excellence
Firm Analytics partners with business areas to provide analytical and financial insights for firm decision making and strategic planning. The Analytics & BI Center of Excellence provides enterprise-level solutions for Analytics and BI needs across the firm, including Release Management, Training and Communities of Practices, Data and Tools, and Governance.
Team Leader
The COE Strategy & Training team focuses on enabling users throughout the firm to explore and enhance decision-making through data. The Team Leader will lead the analysts through the evolution of this function across division.
Key Responsibilities:
• Lead a growing and evolving team of analysts with varied responsibilities including Strategy and Release Management of Analytics/BI/Technology projects, firm-wide Analytics and BI Training and Communities of Practice and firm-wide External Data and Analytics Tools management and optimization.
• Function as Business Lead and maintain accountability for numerous enterprise-level projects in part of a firm level program to modernize the firm's Information and Data Management architecture.
• Develop and implement strategy for Release Management of BI and Analytics projects, and a long term strategy for firm-wide Analytics and BI Training and Communities of Practice.
• Lead and coach analysts in the collaboration efforts with internal data providers and outside vendors to enhance data availability and usability within the data warehouse. Ensure requirements and test plans are created and data validation occurs.
• Work with various business and technology leaders at all levels of the firm to understand business needs, and recommend an appropriate solution
• Influence and communicate across a wide range of audiences with specialized subject matter expertise including data providers, marketing leaders, product leaders, financial advisors, and technology professionals.
• Develop a strong understanding of the various product types offered through Edward Jones and how each fits within an individual investor's needs.
Position Requirements
Position Qualifications:
• Undergraduate degree required, preferably in the areas of finance, business, analytics or information systems. Advanced degree is a plus.
• 7+ years general business experience in marketing, finance, data analytics, or information systems fields strongly preferred.
• Ability to lead team of analysts and prioritize multiple Analytics/BI/Technology projects from all areas of the firm.
• Strong critical thinking skills and ability to navigate ambiguous situations.
• Ability to work effectively both independently and in a team environment.
• Motivated to understand and keep current with Analytics and BI Industry trends and best practices.
• Technical proficiency in the following:
◦ An understanding of both relational and dimensional database architectures and data elements
◦ Fluency in Business Intelligence and Analytics principles, best practices and appropriate usage.
◦ Working knowledge of BI tools including Tableau and Microstrategy.
• Strong written and verbal communication skills with ability to present complex concepts in an understandable and concise format, adapted to the audience at hand.
• Ability to prioritize and manage multiple projects along with recurring responsibilities. Strong Project management skills preferred with ability to formulate, define and execute tasks towards completion of project objectives and timeline.
• Working knowledge of financial products and services preferred.
Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
• For the 19th year, Edward Jones was named one of the “100 Best Companies to Work For®” by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
From FORTUNE Magazine, February 15, 2018 © 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of 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.