Senior Manager - Strategic Advisory Job Lakewood area,Colorado USA,Management

This job posting is anticipated to remain open for 30 days, from 12-Jan-2026. The posting may close early due to the volume of applicants.

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.

Purpose, Inclusion and Citizenship Report

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

What you’ll do

Edward Jones is seeking a highly skilled individual to serve as a Senior Manager within a newly created Strategic Advisory team. This individual will be a senior leader of a small, nimble team with deep industry expertise. The Senior Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high‑impact enterprise undertakings and growth initiatives.

The manager will support these efforts, including co‑leading decision‑making exercises and strategy workshops, developing options and recommendations, and conducting scenario analysis.

Collaborate with senior leadership to determine and implement strategic next steps, driving the firm's growth
Offer consultative support to help executive leadership achieve multi‑year plans and strategic initiatives
Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm
Support the maintenance of and modification to the firm's strategic plan through the management of a strategic planning process
Drive measurement of progress against stated short, medium, and long‑term strategies
Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with and managing cross‑functional teams as required
Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications
Track industry and competitive trends, and develops business outlook and forecasts where appropriate
Lead a team of leaders and associates with mandates for strategy formulation and competitive insights
Support the development of vision, mission, and long‑term strategy with the senior management team

What you’ll need

Bachelor's degree is REGION required with an emphasis in Accounting, Finance, or Economics. Advanced Degree.atguigu or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred

7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.

The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)

Capability to deliver ambiguous strategic projects end‑to‑end while contributing to the work of multiple other projects (including. coaching of junior colleagues)

Ability to break down and solve problems through quantitative thinking and analysis

Experience contributing to high‑impact strategy assignments and comfort with ambiguous, ever‑changing situations

Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

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 three days per…


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