Transformation Consultant, Firm Planning

This job posting is anticipated to remain open for 30 days, from 13-Sep-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.

The Firm Planning Transformation Consultant serves as a trusted strategic advisor to functional and executive leaders, helping translate firm priorities into actionable plans that drive business outcomes. This role provides planning expertise, objective analysis, and decision support to support investment decisions, resource allocation, transformation initiatives, and enterprise growth opportunities.

Working across business functions and key partners including Finance, Human Capital, Digital, and Corporate Development, the consultant helps leaders evaluate opportunities, navigate complexity, align stakeholders, and drive execution readiness. This highly visible role combines strategic planning, governance, and transformation leadership to ensure initiatives deliver long‑term value, operational effectiveness, and organizational alignment.

• Serve as a strategic advisor to business leaders, translating firm priorities into actionable plans, roadmaps, and investment strategies.
• Partner with stakeholders to evaluate opportunities, risks, dependencies, resource needs, and business impacts.
• Develop business cases, strategic recommendations, and planning frameworks that support decision‑making and resource allocation.
• Lead planning and coordination efforts for strategic transformation initiatives, including business integration and operating model changes.
• Facilitate prioritization, governance, and cross‑functional alignment to drive successful execution of key initiatives.
• Monitor strategic plans and initiatives, identifying risks, constraints, and opportunities to improve outcomes.
• Design and lead planning sessions, workshops, and stakeholder discussions to build consensus and organizational alignment.
• Develop tools, metrics, and best practices that improve planning effectiveness, transparency, and governance readiness.
• Influence executive decision‑making through data‑driven insights, clear storytelling, and actionable recommendations.
• Foster collaboration across Corporate Development, Finance, Human Capital, Digital, and business teams to achieve enterprise objectives.
• Identify and address organizational barriers that impact strategic execution and long‑term success.
• Mentor planning professionals and contribute to the advancement of strategic planning capabilities across the firm.

• Bachelor's degree.
• 6+ years of experience in strategic planning, transformation, consulting, finance, portfolio management, or a related field.
• Experience advising senior leaders on planning, prioritization, investment, and…