Lead Data Analyst

Company: EDWARD JONES
Location: Addison
Posted on: November 23, 2022

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.Data & Analytics utilize advanced data manipulation techniques and tools in their expertise of sourcing and transforming of data that provide actionable insights.

The Lead Data Analyst will be dedicated to supporting Performance & Incentive Center of Excellence, responsible for establishing the branch team performance and compensation strategies to recognize and reward branch team member's contribution to our clients.

Key Responsibilities:

• Inclusion of analytics into firm processes that improve the client and/or branch experience.
• Provide strategic consulting for the firm, influencing and supporting enterprise level decision-making, through superior thought leadership and professional expertise.
• Use systems thinking to proactively identify, thoroughly analyze and solve high impact and/or complexity problems and reach independent decisions.
• Conceptualize analytical deliverables and determine analytical approach(es) that are innovative, forward thinking, and aligned to future analytics and technology vision of the firm.
• Partner with executive leaders to drive and influence the highest and best use of analytics to integrate into firm strategy and business decisions.
• Drive for implementation of solutions by partnering with key stakeholders from across the firm to ensure analytics projects are successfully implemented by business areas. Proactively identifies a clear integration path before beginning work.
• Help key stakeholders understand the trade-offs between various approaches and make recommendations based on a well-developed point of view.
• Work effectively in a matrixed analytics organization. Identify, direct and coordinate resources (people, systems, tools) not in your chain of command. Independently manage prioritization of work execution.
• Lead cross-functional teams responsible for implementing projects in support of firm-wide business objectives.
• Develop systems of measures that span levels of the organization to influence strategic direction.
• Educate senior leaders & executives across the firm on analytical concepts and best practices, increasing firm and sr. leader analytic acumen.Qualifications:
  • Bachelor's Degree and preferred Advanced Degree in Business, Economics, Data Science or Analytics. Relevant work experience will be considered.
  • MBA or advanced degree is preferred
  • 9+ years in analytics is required.
  • Financial Services industry experience is a plus.Skills and Abilities:
    • Possess functional subject matter expertise on the application of data and analytics across a wide range of areas including product, client, marketing, compliance, branch, etc.
    • Intermediate understanding of advanced analytic techniques and business intelligence tools is required, with demonstrated ability to develop advanced understanding.
    • Advanced ability to uncover a wide spectrum of business question(s) with potential for analytic solutions, make clear and concise recommendations up to the senior executive level, as well as plan/engage appropriate resources across the firm.
    • Demonstrated ability to translate complex concepts, appropriately communicating the information to both technical and non-technical audiences, up to the senior executive level.
    • Exceptional communication and presentation/story-telling skills that complement strong interpersonal skills to create action and drive decision-making.
    • Ability to research industry/field best practices.
    • Ability to lead and influence without direct authority.
    • Mentor and develop the capabilities of associates on the team (e.g. business acumen, navigating and influencing the organization, storytelling, analytic solution development, solution integration).
    • Advanced ability to identify critical tasks, sequence work, prioritize, identify dependencies and decisions needed to achieve an end deliverable. Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities.
      • 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. 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: $106916 - $182047
          Category: Headquarters

Keywords: EDWARD JONES, Naperville , Lead Data Analyst, Professions , Addison, Illinois