Lead Practice Strategist

This job posting is anticipated to remain open for 30 days, from 13-Nov-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

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

Position Summary

The Lead Practice Strategist is a senior-level role within Practice Management responsible for designing, advancing, and activating the firm's practice model strategy. Reporting to the Director, Practice Model Strategy, this role leads the development of scalable practice model offerings, advisor teaming approaches, role strategies, and growth frameworks that help advisors build more valuable, sustainable, and transferable businesses.

The Lead Practice Strategist combines industry insight, advisor needs, competitive research, market intelligence, and performance data to identify opportunities, develop strategic recommendations, and shape future-state practice models. This role serves as a subject matter expert and thought partner across Practice Management, Market Management, Human Capital, Field Learning, and other enterprise partners to ensure practice models are practical, scalable, and aligned with firm priorities.

Through deep analysis, structured problem solving, and cross-functional influence, the Lead Practice Strategist translates strategic concepts into advisor-facing offerings, activation plans, decision frameworks, and implementation approaches that improve advisor growth, client experience, productivity, scalability, and succession readiness.

What You'll Do

• Lead the development and evolution of practice model archetypes, advisor teaming strategies, role designs, and operating models.

• Define future-state practice model offerings, associated guardrails, activation pathways, and advisor adoption strategies.

• Analyze advisor, market, adoption, and performance data to identify high-value opportunities, barriers, and growth levers that inform strategic priorities.

• Evaluate competitive trends, industry developments, and emerging practice structures to develop business cases and strategic recommendations.

• Design emerging practice roles, workforce structures, leadership models, and associated capability requirements to support evolving practice needs.

• Create decision frameworks, assessment tools, playbooks, and guidance that enable leaders and advisors to evaluate, adopt, and optimize practice model alternatives.

• Partner across Practice Management, Advisor Segmentation, Human Capital, Market Management, Learning, Technology, Finance, Risk, and other enterprise functions to enable successful implementation and continuous improvement.

• Lead complex, cross-functional initiatives and influence strategic decisions through data-driven recommendations, executive communication, facilitation, and stakeholder alignment.

• Identify and prioritize opportunities for improvement through advisor feedback, market insights, operational performance data, and adoption outcomes.

• Serve as a recognized subject matter expert in advisor growth, practice management, practice economics, teaming, and business model evolution while mentoring strategists and contributing to the strategic direction of the Practice Strategy organization.

Education & Experience

• Bachelor's degree required; Master's degree preferred.

• 11+ years of experience in strategy development, practice management, advisor teaming, organizational effectiveness, business consulting, wealth management, or related disciplines.

• Demonstrated experience leading complex cross-functional initiatives and translating strategic concepts into practical business solutions.

• Experience utilizing qualitative and quantitative insights to develop recommendations, influence decisions, and drive measurable outcomes.

• Strong understanding of advisor growth, practice economics, operating models, workforce strategies, and practice evolution preferred.

Knowledge, Skills & Abilities

• Strong strategic thinking, planning, and execution capabilities with the ability to translate vision into actionable plans and outcomes.

• Proven ability to analyze complex data, business challenges, and market trends to develop sound recommendations and drive decision-making.

• Experience designing and implementing business solutions, frameworks, operating models, or products that improve organizational effectiveness and advisor outcomes.

• Exceptional communication, facilitation, and presentation skills, with the ability to influence stakeholders at all levels of the organization.

• Demonstrated ability to build partnerships and collaborate effectively across highly matrixed teams and functions.

• Strong project and change leadership skills, including the ability to manage multiple priorities and initiatives simultaneously.

• Sound business and financial acumen, with the ability to assess trade-offs, risks, and business implications of strategic decisions.

• Commitment to continuous improvement, innovation, and delivering practical, scalable solutions.

• High degree of professional judgment, discretion, and accountability.

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 recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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.

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 401k 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .