Senior Practice Strategy Consultant

Opportunity Overview

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.

In this role, you'll lead sophisticated discovery engagements, translate complex data into clear insights, and deliver customized, actionable recommendations grounded in best-in-class wealth management and practice management standards. Adaptable, innovative, and motivated to 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.

Company Description

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.

Awards and Accolades

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
• Check out our Canadian awards and accolades

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.

What You'll Need

Required

• Strong understanding of the financial services industry, including business models, compensation structures, client service strategies, and financial planning processes
• Demonstrated business and financial acumen with the ability to translate strategy into actionable recommendations
• Excellent analytical, problem solving, and critical thinking skills
• Proven ability to influence, advise, and drive change with senior stakeholders
• Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messages
• Experience balancing multiple priorities in a fast paced, consultative environment
• High level of discretion, judgment, and professionalism
• This role may require travel

Preferred

• 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

Education / Previous Experience Requirements

• Bachelor's degree in business administration, Finance, or a related discipline
• Master's Degree preferred
• 6 to 10 years minimum experience, preferred 11 to 14 years

Required Licenses/Certifications

• Series 7 and Series 66

Preferred Licenses/Certifications

• CFP, ChFC, CEPA

RTO Statement

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.