Senior Analyst

Overview

Branch Compensation is responsible for the timely and accurate payment of all elements of Financial Advisor Compensation including commissions, new FA compensation, trimester bonus, travel award program, and more. This role works in collaboration with the Branch Compensation Department Leader to ensure team responsibilities, both recurring and ad‑hoc, are completed on time and with precision.

Branch Compensation is a fast‑paced, highly complex environment. Each associate is responsible for many key processes throughout the month, requiring an understanding of upstream and downstream impacts of Financial Advisor Compensation, the ability to plan, organize, and prioritize, think strategically, assist others, and solve problems from routine to complex.

• Administer multiple commission, bonus, and other incentive compensation programs ensuring complete, accurate, and timely calculations for 19,000+ Financial Advisors across the U.S. and Canada.
• Develop and execute internal controls required for accurate calculation and payment of incentive compensation.
• Identify gaps and opportunities for improvement of processes; drive process improvements and efficiencies while meeting monthly close schedules.
• Maintain and execute overall training program for the department on incentive compensation processes; identify and address gaps in training.
• Provide excellent customer service to financial advisors, ensuring team service goals are met and resolving complex inquiries related to incentive compensation.
• Develop and present business insights to senior leadership, providing recommendations through analysis of large volumes of data or high‑value transactions.
• Prepare and reconcile incentive compensation reports on a monthly basis from multiple sources and systems; investigate and resolve differences.
• Collaborate with Compensation Analysts to ensure accurate and timely accounting entries and financial reporting of incentive programs.
• Operate with minimal supervision on projects with significant cross‑departmental interface.

• Bachelor's degree
• Minimum of 3 years related experience in accounting, finance or a related field
• Ability to work with others to accomplish tasks within specific deadlines and to lead cross‑functional initiatives
• Proficiency with Microsoft Office, including advanced Excel skills

• Master's degree
• 6+ years of related experience in accounting, finance or a related field
• Experience with SQL, Tableau, Power BI or other data visualization tools
• Working knowledge of People Soft Financials

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.

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 401(k) 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.

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.