Team Leader - Technology Plan & Forecast System at Edward Jones
Saint Louis, MO 63190
About the Job
Innovate here. And see your ideas come to life.
It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
Team Overview:
You may be surprised to know that Edward Jones employs thousands of technical resources - all focused on creating world-class experiences for our clients and branch offices. If you've considered Edward Jones in the past, it's time to take another look. We are in the midst of embracing a modern, cloud-based architecture and are looking for exceptional individuals that want to be a part of that future.
We've invested millions of dollars into new technology platforms to help improve what matters most in our industry, client experience. We're currently implementing a modern, cloud-based architecture and are looking for talented, and motived professionals that want to be part of providing the best client experience and financial resources possible.
What You'll Do:
The Planning & Insights department supports the Digital, Data, and Operations divisions with strategic and operational financial planning, monthly forecasting, portfolio management, and delivery of relevant management reporting and insights.
We are looking for dynamic and energetic individual with strong technical and financial management background help drive the financial performance management vision, specifically centered on a Technology Business Management solution designed to position leaders with the knowledge to manage and communicate the cost, quality, and value of IT Products and Services. The ideal candidate will possess a unique blend of leadership, technical, and business acumen; a big-picture mindset and the drive to deliver results. This role will work in close collaboration with IT and Finance professionals at all levels within the organization.
A successful candidate will:
Here are a few of the key responsibilities you will be a part of :
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:
Hiring Minimum: $113810
Hiring Maximum: $193785
Skills/Requirements
What Experience You'll Need:
What Could Set You Apart:
**Candidates that live within in 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.**
Awards & 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: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
Team Overview:
You may be surprised to know that Edward Jones employs thousands of technical resources - all focused on creating world-class experiences for our clients and branch offices. If you've considered Edward Jones in the past, it's time to take another look. We are in the midst of embracing a modern, cloud-based architecture and are looking for exceptional individuals that want to be a part of that future.
We've invested millions of dollars into new technology platforms to help improve what matters most in our industry, client experience. We're currently implementing a modern, cloud-based architecture and are looking for talented, and motived professionals that want to be part of providing the best client experience and financial resources possible.
What You'll Do:
The Planning & Insights department supports the Digital, Data, and Operations divisions with strategic and operational financial planning, monthly forecasting, portfolio management, and delivery of relevant management reporting and insights.
We are looking for dynamic and energetic individual with strong technical and financial management background help drive the financial performance management vision, specifically centered on a Technology Business Management solution designed to position leaders with the knowledge to manage and communicate the cost, quality, and value of IT Products and Services. The ideal candidate will possess a unique blend of leadership, technical, and business acumen; a big-picture mindset and the drive to deliver results. This role will work in close collaboration with IT and Finance professionals at all levels within the organization.
A successful candidate will:
- Cultivate and maintain a web of relationships internally and externally.
- Understand and anticipate stakeholder needs and use consensus building to gain support.
- Be comfortable navigating an ambiguous environment.
- Know how to confirm and reconfirm assumptions.
- Be capable of identifying root cause of issues (e.g. data, process, procedures).
- Be able to harmonize disparate points of view and apply knowledge to propose the right solution.
- Own key elements of the Apptio platform and steering continuous improvement while embodying expertise in this product space.
Here are a few of the key responsibilities you will be a part of :
- Lead a Kanban team of Apptio Technical Functional Analysts in a continuous iterative development and delivery lifecycle and oversee their training and development.
- Drive design, development, and implementation of the Technology Business Management (TBM) model through various modules within the Apptio platform.
- Own product management/backlog prioritization and monthly data refresh processes and support analysis of strategic initiatives.
- Ensure thorough testing and validation of developed solutions in accordance with technology development lifecycle.
- Assist with the investigation and troubleshooting of output variance, data fallout, and technical issues within the Apptio platform.
- Collaborate with cross-functional teams to resolve technical challenges.
- Provide timely and effective solutions to ensure business partners' deliverable timelines are not negatively impacted.
- Continuously assess and optimize existing solutions within the Apptio platform.
- Proactively manage the expectations of leadership team and key stakeholders.
- Prepare presentations for Senior/Executive leadership.
- Recognize and solve complex business problems through financial and business process analyses.
- Decisions are guided by policies, procedures, and business plan, receives guidance from organizational leadership.
- Provide technical financial education and guidance to employees, colleagues and/or internal customers.
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:
Hiring Minimum: $113810
Hiring Maximum: $193785
Skills/Requirements
What Experience You'll Need:
- Bachelor's degree and/or equivalent experience
- 5+ years of directly related experience with technology business management, including:
- 3+ years of people leadership experience
- 3+ years of experience with ApptioOne software
- Advanced experience with Microsoft Word, Excel, and PowerPoint
What Could Set You Apart:
- 3+ years of financial planning for Technology organizations
- Knowledge and application of relational database concepts.
- Experience working with scripting, reporting building, etc.
- SAFe/Agile exposure.
- Knowledge of IT services and best practices related to financial management processes such as budgeting, cost allocations, capital and operating expense handling, program portfolio management, and application/infrastructure support.
**Candidates that live within in 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.**
Awards & 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: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
