Test and Learn Strategist
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
Hiring Leader: Joseph Jarrett
Recruiter: Aleasha Henderson
HQ Grade: 11
Hiring Minimum: $96471
Hiring Maximum: $164262
Our ideal candidate is full of business design ideas, creative thinking, and strategic thinking who can conceptualize and implement quickly, independently or collaboratively. Believes in working through the problem through investigation and iteration.
They can demonstrate strong design and user experience sensibilities with an uncanny level of curiosity; keep up with the evolving landscape of available tools, technologies and resources as well as maintaining a positive energetic approach to the practice of design to solve complex problems with simple, engaging, and elegant solutions.
What you’ll do…
- Autonomously lead multidisciplinary teams of associates and leaders through design, development and delivery of exceptional experiences in enterprise and divisional efforts, with a focus on short-term field facing experiments for operational success.
- Support work teams to achieve clear problem statement definition, define big ideas and capabilities, and test ideas through test and learn methodologies to understand impact and return on investment.
- Effectively communicate in verbal and written venues to senior level leaders to present strategic opportunities, align to firm strategy/goals/objectives, define business cases, and develop strategic roadmaps that clearly articulate the journey toward ideal branch and client experiences.
- Negotiate business outcomes with other design leaders and business stakeholders to deliver on test and learn outcomes and opportunities.
- Quickly build trusting relationships, and provide guidance and feedback to colleagues and peers in pursuit of continuous improvement.
- Demonstrate agility in ambiguous and complex circumstances to achieve the desired outcome.
- Exercises strong critical thinking and sound judgment while independently making decisions within division level or department level projects. In doing so, the lead:
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- Evaluates a range of potential capabilities including change management, experience design and research, data analytics, test and learn, and project/program management to achieve the project’s desired outcomes.
- Gathers and evaluates necessary perspective to independently make decisions.
- Investigates and resolves escalations with varying and high degrees of complexity and impact.
- Identifies and mitigates risks associated with designed experiences delivering on user needs and business outcomes.
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Core Skillsets required:
Test and Learn Planning
- Demonstrated ability to plan and deploy various tests and experiments to accelerate and measure the impact of potential concepts and experiences.
- Identify value-add test and learn opportunities to drive execution and delivery of portfolio or firm level objectives.
- Demonstrated ability to identify and mitigate barriers for test execution.
Measurement and Analytics
- A passion for a data driven understanding of customer behavior, uncovering opportunities for action, and knowledge of analytical approaches is critical.
- Demonstrated ability to develop and communicate a measurement plan to determine success of various tests, designs, etc.. that help inform business decisions.
Coaching and Enablement:
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- Demonstrated ability to coach and enable other associates, especially in the test and learn specialization, to continually grow expertise and foster a culture of learning, insights, and testing.
- Advocate for a culture of testing and in-field experimentation aligned to key measures and outcomes.
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Skills/Requirements
- Bachelor’s degree required in a field of Design, Science, or Engineering or equivalent discipline
- e.g. Human Computer Interaction, Human Factors, Instructional Design, Computer Science, Digital or Interactive Media, Communications, Behavioral Science, Psychology, Anthropology
- Master’s or advanced degree preferred.
- Financial services experience highly preferred.
- 5+ years of progressive design experience, test and learn experience, or applicable work experience.
- Expertise with design tools and methodologies, test and learn methods and approaches, and systems thinking.
- Knowledge of and experimentation with emerging design trends and technologies.
- Demonstrated verbal and written communication skills, building relationships at all levels of the organization, and effectively tailoring messaging and approach to multiple audiences.
- Experience in Devops Methodologies (Agile, Waterfall, etc.) strongly preferred.
- Some travel required.
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
Associate Testimonial
Associate Testimonial
It’s like professional development in the world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provide insight into what financial advisors do, valuable transferable skills and the ongoing support you’ll be provided throughout your career. Ask questions and get answers from Edward Jones financial advisors working in the field today.
Edward Jones Managing Partner
Career Progression
Come as you are. We will teach you everything you need to know.
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.