Strategic Initiatives Analyst- Mergers and Acquisitions
So many opportunities to make a difference. And advance your career.
You’ve embraced our purpose of making a meaningful difference in the lives of our clients, our colleagues and our communities. You’ve experienced the collaboration borne of a firm where everyone is aligned toward a singular focus: serving the client. You belong at Edward Jones, but you’re ready to stretch your skills and advance your career.
Job Overview
Position Schedule: Full-Time
Hiring Leader: Sean Bunner
Recruiter: Krista Calabrese
HQ Grade: 10
Hiring Minimum: $84100
Hiring Maximum: $143100
Edward Jones Advisory Partner Network team, providing world-class advisory services for our business owner clients, specifically focuses on helping clients navigate acquisitions and exit strategies for their businesses. This team will facilitate all aspects required for a successful sale of a business, along with the cultivation of a robust ecosystem of external partners to support the needs of our clients during business transactions. The team will also develop the training, tools and resources to empower our financial advisors to successfully work with business owner clients.
What You Will Do:
The Strategic Initiatives Analyst – Mergers and Acquisitions Lead will help drive the growth of the newly created Business Owner M&A Advisory function. The role will include oversight and management of the daily financial advisor referral process, ownership of the opportunity tracker and lead interface with our investment banking/M&A partners. This position will work closely with the Senior Director in setting and tracking KPIs to support the HNW (High Net Worth) segment as well as creating and implementing development programs for financial advisors focused on HNW business owner clients
Responsibilities include:
- Primary responsibility for the M&A Referral Program day to day functions (currently in pilot) including initial FA interface/Q&A and guidance on process details.
- Work closely with and provide guidance to the business support specialist who will perform all referral coordination tasks – client disclosure forms, records management and client/FA meeting scheduling.
- Have the opportunity to present to groups of financial advisors sharing details of the program and excitement for the overall program and opportunity to grow their practice.
- Ownership of weekly tracking and reporting to the HNW leadership team and key functional stakeholders.
- Oversee and help grow our network of M&A referral partners, working closely with the HNW APPS referral network team.
- Help develop financial advisor events, training and resources with home office counterparts.
Skills/Requirements
- Bachelor’s Degree
- Minimum 3-5 years’ financial services experience
- Experience working in investment banking and/or the Mergers and Acquisitions industry
- Proficient understanding of the Financial Services Industry and general Business acumen.
- Proven experience leading programs and/or projects
What Could Set you Apart:
- Experience working in a similar function with regular interface to financial advisors, business owner clients and M&A professionals.
- Experience working in matrixed organizations.
- 6-10 years’ experience in the financial services field
*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.
Career Progression
Career Progression

The skills you’re gaining in your current role can help you succeed in your next.
Tech? HR? Marketing? Operations? One of the benefits of working at a large firm with many areas of expertise is that you can test the waters in other areas. Bring your transferable skills to a new role or division. Use your experience as a springboard to leadership. We encourage you to advance your career in this way — and will support you along the way.

Extra compensation when you need it most – with no ceiling on how much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor
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Associate Testimonial
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Career Progression

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Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.