Senior Resource Manager - Firm Planning

Company: EDWARD JONES
Location: Columbia
Posted on: March 19, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Are you a self-starter who partners well in a collaborative manner, can quickly evaluate complex opportunities, and make executive level recommendations? This might be the opportunity for you. This role requires the ability to understand firm strategies, provide objective analysis, and execute resourcing solutions that champions financial stewardship.

The Enterprise Resource Management team is looking for a Senior Resource Manager to enable stewardship of firm resources. This role will be part of a team that partners with leaders across the firm to evaluate enterprise level resourcing needs, consults to analyze business outcomes, and provides actionable resourcing recommendations that maximize our existing resources and ensure firm growth is tied to critical firm priorities.

Key Responsibilities:

• Understand firm vision and strategy, and ensure resource management goals, business direction, and top priorities all align to support the vision and strategy.
• Provide senior leader level strategic consulting and support for cross-divisional, firm-wide, and divisional resource management needs.
• Manage multiple deliverables with multiple stakeholders simultaneously. Partners with stakeholders to clarify analysis request to fully understand business problem and key assumptions
• Partner with division leaders to define resourcing needs, articulate business value, and develop resource management solutions.
• Inform and educate other business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction; deliver original insights on opportunities for enhancing Firm performance
• Frequent verbal & written presentation of analysis, as well as presentation of Firm resource management information and analytical insights to senior & executive Firm leaders.
• Educate senior & executive Firm leaders across the firm on resource management concepts and best practices.
• Takes constructive action with little or no direction from others while collaborating as a team
• Develop divisional and Firm-level measurements to influence strategic direction.
• Contributes materially to team strategy and vision setting
• Participate in and regularly lead cross-functional teams
• Packages to be shared with senior leadership on recurring basis. Analyze and explain trends to facilitate discussions and support business decisions. Leverage management reporting, summaries, and recommendations to improve performance, manage trade-offs, and prioritize investments. Position Requirements:
  • B.S., or similar
  • MBA, or similar preferred
  • 7 years of experience leading large and complex programs
  • 7 years of experience in relationship building with leaders across divisions
  • 7 years of experience facilitating communication with leadership
  • 3 years of experience in strategic consulting with senior leaders
  • 3 years of experience leading or mentoring other leaders
  • Excellent written and verbal communication skillsPreferred:
    • Advanced Microsoft Excel, Word and PowerPoint required
    • Advanced data visualization (Tableau/Power BI) and data story telling
    • Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills.
    • Ability to summarize complex financial information and clearly communicate up to executive management.
    • Works effectively both independently and in a team environment.Problem Solving:
      
      Due to high volume, issues typically arise daily with varying degrees of complexity. The Analyst must have Ability to identify the question(s), analyze and recommend solutions to senior & executive Firm leaders for a broad spectrum of resource management opportunities in a clear and concise manner. The Resource Management Analyst must have the ability to implement resourcing solutions of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm.
      
      Decision Making:
      
      Decisions made based on analysis and recommendations provided through this role generally have a moderate to high risk on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Deliverables of the role (e.g. match resourcing needs and facilitate resource movement to highest priorities of the firm, analysis of business value for new headcount recommendations, etc.) are made in alignment with Resource Management leadership and approved by Executive Leadership.
      
      Span of Influence:
      
      The Sr Resource Manager develops and performs high complexity analysis of resourcing solutions that prioritizes firm stewardship of resources towards the firm's highest priorities. The Analyst works with leaders up to executive management, providing analytical guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well leaders from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives.
      
      Position Requirements:
      • B.S., or similar
      • MBA, or similar preferred
      • 7 years of experience leading large and complex programs is required
      • 7 years of experience in relationship building with leaders across divisions is required
      • 7 years of experience facilitating communication with leadership is required
      • 3 years of experience in strategic consulting with senior leaders
      • 3 years of experience leading or mentoring other leaders
      • Excellent written and verbal communication skills
        • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating.
          • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work and Fortune magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
          • 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating.
            • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work and Fortune magazine, ranking No. 45.
            • 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating.
              • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Places to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
              • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
                • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality. 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.
                  At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
                  
                  Salary: $92984 - $158325
                  Category: Headquarters

Keywords: EDWARD JONES, Columbia , Senior Resource Manager - Firm Planning, Executive , Columbia, South Carolina