Transformation Consultant, Firm Planning

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.

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.