Senior Data & BI Analyst, Wealth Management Advice & Solutions

You could say were at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future – in the here and now.

Job Overview

Position Schedule: Full-Time

The Senior Data & BI Analyst is responsible for providing actionable insights to support business decisions. They work in collaboration with other analysts and stakeholders on the formulation of appropriate analytic approach to solve ambiguous business problems. This role will be supporting Wealth Management Consultation area whose main function is to build out capabilities to deliver Advice, Planning, Products and Services (APPS) for High Net Worth (HNW) business segment clients. This role will be building a suite of long- and short-term solutions, which includes portfolio construction tools, reports, and actionable insights.

What Youll Do:

Build and maintain an understanding of data flows, sources, and data transformations across multiple domains. Extract, merge, cleanse and transform data from multiple sources as needed for analysis.

Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues and collaborate with other subject matter experts to identify solutions.

Define business and data requirements for analytic deliverables and serve as liaison with IS support teams. Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.

Actively participate in industry and trade data and analytic communities in order to bring fresh ideas to the organization.

Ability to communicate technical information to non-technical audiences.

Consult with business owners to understand the business problem. Independently identify the appropriate analytic approach to solve the problem. Provide mentorship and feedback to others on analytic approach and leverage systems thinking to connect work to other strategic initiatives

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: $96471

Hiring Maximum: $164262

Skills/Requirements

What Experience You Need:

5-7 years experience in relevant field

At least 4 years of analytics experience

Education Required:

Bachelors Degree with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience)

Advanced Degree or Certification preferred

What Might Set You Apart:

Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL, Snowflake, Databricks). Understanding of join types.

Advanced experience with data manipulation languages, such as SQL, required

Ability to use special statistical software for appropriate use cases

Ability to perform univariate analytic analytical techniques

Requires automation techniques, Pega, AutoSys and/or Power Automate.

Intermediate experience in Excel macro and VBA.

Business Expertise:

Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market

Proficiency understanding wealth management business, Advice, Planning, Products and Services

Leadership:

Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements; May coach, mentor or provide guidance within or across teams

Ability to work effectively both independently and in a team environment, independently organize, plan & prioritize individual effort needed to ensure overall success of cross-functional projects. Occasionally lead cross-functional teams responsible for divisional objectives.

Assist with the onboarding of other data analysts.

Problem Solving:

Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents

Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information

Ability to identify the question(s), what data is needed, analyze and interpret the results to recommend solutions to senior & executive division leaders for a broad spectrum of business improvement opportunities in a clear and concise manner

Impact:

Impacts quality of own work and the work of others on the team; works within guidelines and policies; Identify, assess, and mitigate low to moderate risks that would impact the department

Works with leaders throughout the firm, providing analytical guidance to directly influence business decisions

While there are no direct supervisory responsibilities, coordinating with others to accomplish tasks and meet deadlines will be required, and may be asked to occasionally mentor and train other associates on the team

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. Were 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 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, were 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.