Set the strategies that others benchmark.

Overview of Firm Strategy
Edward Jones is one of the most respected names in financial services, operating in every county in the U.S. We have more CFP® professionals than any other firm and a national footprint rivaling Starbucks. Our Firm Strategy division is the strategic engine behind this scale, guiding decisions that impact millions of clients and thousands of financial advisors. Here, There’s Power in Partnership: we combine the prestige of high-impact work with a culture of collaboration and shared success.

Firm Strategy includes four major functions:

• Enterprise Strategy – Defines the firm’s long-term vision and priorities.
• Strategic Advisory – Advises leadership on high-impact initiatives and growth opportunities.
• Analytics & AI – Enhances decision-making through advanced analytics and machine learning.
• Corporate Development & EJ Ventures – Accelerates innovation through partnerships and investments.

Spotlight: Strategic Advisory
Strategic Advisory is where top consulting talent, partners with senior leaders to tackle the firm’s most complex challenges. Our team leads engagements aligned to Edward Jones’ most critical priorities – delivering growth strategies, reimagining operating models, and unlocking competitive advantages through technology and client experience innovation.

What We Do:

• Drive strategy and growth advisory initiatives that shape the future of wealth management.
• Lead business model transformations to enable hybrid and digital-first experiences.
• Support market entry and expansion, client segmentation, and personalization strategies.
• Deliver digital and technology transformations, pricing strategies, and operational efficiency programs.

Every engagement is designed for impact. Our lean teams integrate into stakeholder workflows, deliver data-driven recommendations and actionable plans. This is an opportunity to influence decisions at the highest level and see your work come to life across the enterprise.

Ready to shape the future of wealth management? Explore opportunities with Firm Strategy and Strategic Advisory today. Not seeing an open role? Contact Ronda.Mwangi@edwardjones.com to share your resume.