Senior Practice Management Consultant at Edward Jones — NeverHard

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. The Senior Practice Management Coach is responsible for delivering high-impact coaching engagements to branch teams, focusing on practice growth, team structure, organizational efficiency, real estate and succession planning. Reporting to the Team Leader, Practice Management Coaching and Consultation, this role serves as a strategic advisor to branch teams, conducting discovery processes, analyzing data, and providing tailored recommendations based on expertise in wealth management and practice management standards. The Sr. Practice Management Coach plays a critical role in driving measurable business outcomes, supporting the refinement of consulting offerings, and collaborating with internal and external stakeholders to ensure alignment with firm priorities. Key Responsibilities: **Consultation Delivery:** Conduct strategic coaching and/or consulting engagements with branch teams, focusing on growth strategies, team design, client segmentation, workflow optimization, and succession planning. **Discovery & Analysis:** Perform in-depth discovery and diagnostic processes to understand branch team dynamics, challenges, and opportunities, leveraging data analysis to inform recommendations based on root cause analyses. **Customized Recommendations:** Lead practice strategy engagements across a range of topics, leveraging proven practices, and developing tailored strategies and implementation plans based on deep expertise in wealth management, practice management, and industry standards, ensuring alignment with branch goals, market conditions and firm outcomes. **Stakeholder Collaboration and Influence:** Build strong relationships with practice teams and partnerships with internal stakeholders, ensuring buy-in for proposed growth strategies, driving adoption of Financial Planning, practice models of the future, and fostering a culture of continuous improvement. **Outcome Focus:** Drive and measure business outcomes by helping practice teams implement strategies to optimize their practice. **Industry Expertise:** Maintain knowledge of best practices, market trends, and industry standards, contributing to thought leadership through presentations, blogs, and whitepapers. **Quality Assurance:** Ensure the delivery of high-quality, tailored coaching & consultation services, adapting strategies to meet the unique needs of practice teams. **Problem-Solving:** Address complex challenges faced by practice teams, exercising sound judgment and discretion in providing strategic advice. Isolate root cause and identify resources beyond the immediate team to address practice team needs, and accelerate the adoption of new solutions aligned to driving practice and Canada Business Unit profitability. **Collaboration with Leadership:** Partner with the Team Leader to refine and scale coaching & consulting offerings, ensuring alignment with firm priorities and market dynamics. **Strategic initiative delivery:** Responsible for leading and delivering medium to large scale projects, including strategic planning, content development, and program delivery. **Professional Development:** Continuously enhance expertise in practice management and business acumen, contributing to the growth and development of the coaching & consulting team. + Bachelor's degree + 6+ years of experience in coaching or consulting + Strong understanding of financial services industry practice, including business models, compensation structures, client service strategies, and financial planning processes. + Preferred: Advanced knowledge of Practice Management standards, team design, client service models, branch operations, and market dynamics. + Prior experience in a wealth management practice or designations such as CFP or coaching certifications could set you apart 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. 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 (https://careers.edwardjones.com/compensation-and-values/) 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.