Senior Practice Strategy Consultant

This job posting is anticipated to remain open for 30 days, from 09-Jul-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.
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.

As a Senior Practice Strategy Consultant, you’ll be at the forefront of transforming wealth management practices—bringing a strategic, forward-thinking mindset with a client‑centric approach as you partner directly with branch teams to unlock growth, strengthen leadership structures, and build enduring, high‑performing organizations. Reporting to the Director, Practice Strategy Consultation, you will serve as a trusted strategic advisor, guiding teams through pivotal moments such as expansion, organizational redesign, and succession planning.

• Lead sophisticated discovery engagements, translate complex data into clear insights,
• Deliver customized, actionable recommendations grounded in best‑in‑class wealth management and practice management standards.
• Continuously improve practice outcomes,
• Your influence will be tangible - driving measurable business results, shaping the evolution of consulting offerings, and helping practices move from vision to execution.
• You’ll collaborate closely as a collaborative team player who partners effectively across internal and external stakeholders, ensuring every engagement aligns with firm priorities while delivering exceptional value to branch teams.
• This is an opportunity for a strategic thinker and advisor who thrives on impact, enjoys solving complex business challenges, and wants to play a key role in shaping the future of advisory practices.

• Bachelor's degree in business administration, Finance, or a related field required;
  Master's degree preferred
• 6+ years of relevant experience required; 11–14 years preferred
• Active Series 7 and Series 66 licenses required
• Strong knowledge of the financial services industry, including business models, compensation structures, client service strategies, and financial planning
• Demonstrated business and financial acumen with the ability to turn strategy into actionable recommendations
• Strong analytical, problem-solving, and critical‑thinking skills
• Proven ability to influence and advise senior stakeholders, drive change, and communicate complex concepts in a clear and impactful manner
• Ability to manage multiple priorities in a fast-paced environment with a high degree of discretion, judgment, professionalism, and flexibility to travel as needed

• Advanced knowledge of practice management standards, team design, client service models, branch operations, and market dynamics
• Experience supporting practice growth, organizational design, operational efficiency, or succession planning
• Strong facilitation and consulting skills, including leading workshops or discovery sessions
• Prior experience working in or consulting for wealth management practice

"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."

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…