Project Coordinator, BRDEV at Edward Jones
Saint Louis, MO 63190
About the Job
You could say we're 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
Do you enjoy working in a fast-paced environment as a liaison supporting Market Leaders and partnering with their key leadership team to achieve market outcomes and initiatives? Do you enjoy collaborating with others to plan, coordinate and schedule events including the management of travel and expenses? Do you excel in tailoring communication and presentations while using your organizational skills to meet timelines and objectives? Would others describe you as someone who builds strong partnerships, working well with others and making sound decisions to prioritize work appropriately? If so, continue reading about how the exciting opportunity as a Market Project Coordinator in Market Management could be the next step in your Edward Jones career.
Market Management empowers our talent to advocate local perspective and make real tradeoffs which better positions us to achieve client and business outcomes in the right places for maximum impact.
Success for a Market Project Coordinator is delivering tailored support to the Market Leader/team in the prioritization and execution of market events, projects, expense management and communication that achieves market outcomes and objectives.
The Market Project Coordinator will:
• Build strong and valued partnerships with Market Leaders, Market team members, Field Leadership, Key Stakeholders and Home office to achieve market objectives.
• Utilize market business plan to forecast, plan and recommend activities aligned to market objectives. This includes market training and education events, collaboration with guest speakers, High Performing Team leads and product partners, and recommendations and guidance on field events that align to market outcomes.
• Plan, coordinate, and monitor market events aligned to market outcomes, culture, and engagement. This includes venue selection, collaboration with Market team, presenters, and special guests to develop agendas and ensure content alignment, collaboration with key stakeholders for meeting planning (event invitations, day of instructions, menus, travel, accommodations.
• Serve as a key member of the Market Team by managing the Market Leader's schedule, travel, and expense reimbursement.
• Manage Market budgets by monitoring usage, forecasting costs based on planned events, recommending processes for allocations, and monitoring Market Health and Performance funds, special funds, and region allocations to ensure appropriate use of the funds and expense codes.
• Create market communication plans tailored to each market's desired outcomes, gaps, and opportunities. This may include shared OneNote(s), SharePoint sites, creation of Executive level PowerPoint presentations, RL/region emails, FA Recognition, event reminders, and strategy/results updates.
• Manage, monitor, and prioritize market projects using strong verbal and written communication skills, project management skills, and the ability to build strong relationships to influence outcomes.
• Handle challenging and/or sensitive conversations in a professional and confidential manner and know when to get others involved to manage issues and risks.
• Consistently increase efficiencies for team members across the department by improving processes
• Serves as a role model for the department, manifested through core work execution, actions and contributions to the market teams, department, and firm.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $59886
Hiring Maximum: $98752
Read More About Job Overview
Skills/Requirements
Bachelor's degree preferred or relevant experience.
• Proficient in the Microsoft Office Suite (OneNote, SharePoint, Word, Excel, PowerPoint, and Outlook)
• Demonstrates strong organizational skills and time management abilities.
• Excellent verbal and written communication skills needed.
• Experience with event planning, travel booking (Concur), calendar management and expense reimbursements.
• Ability to establish controls and manage risks related to budget forecasting and allocations, project costs and determine return on investment.
• Strong project management skills, ability to organize work, breakdown complex tasks into manageable components, and manage a schedule and deadlines.
• Identify, prioritize, monitor, communicate, and/or resolve issues that can impact a project or business outcome.
• Ability to identify resources and independently learn new processes.
Read More About Skills/Requirements
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
Read More About Awards & Accolades
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, 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
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
Do you enjoy working in a fast-paced environment as a liaison supporting Market Leaders and partnering with their key leadership team to achieve market outcomes and initiatives? Do you enjoy collaborating with others to plan, coordinate and schedule events including the management of travel and expenses? Do you excel in tailoring communication and presentations while using your organizational skills to meet timelines and objectives? Would others describe you as someone who builds strong partnerships, working well with others and making sound decisions to prioritize work appropriately? If so, continue reading about how the exciting opportunity as a Market Project Coordinator in Market Management could be the next step in your Edward Jones career.
Market Management empowers our talent to advocate local perspective and make real tradeoffs which better positions us to achieve client and business outcomes in the right places for maximum impact.
Success for a Market Project Coordinator is delivering tailored support to the Market Leader/team in the prioritization and execution of market events, projects, expense management and communication that achieves market outcomes and objectives.
The Market Project Coordinator will:
• Build strong and valued partnerships with Market Leaders, Market team members, Field Leadership, Key Stakeholders and Home office to achieve market objectives.
• Utilize market business plan to forecast, plan and recommend activities aligned to market objectives. This includes market training and education events, collaboration with guest speakers, High Performing Team leads and product partners, and recommendations and guidance on field events that align to market outcomes.
• Plan, coordinate, and monitor market events aligned to market outcomes, culture, and engagement. This includes venue selection, collaboration with Market team, presenters, and special guests to develop agendas and ensure content alignment, collaboration with key stakeholders for meeting planning (event invitations, day of instructions, menus, travel, accommodations.
• Serve as a key member of the Market Team by managing the Market Leader's schedule, travel, and expense reimbursement.
• Manage Market budgets by monitoring usage, forecasting costs based on planned events, recommending processes for allocations, and monitoring Market Health and Performance funds, special funds, and region allocations to ensure appropriate use of the funds and expense codes.
• Create market communication plans tailored to each market's desired outcomes, gaps, and opportunities. This may include shared OneNote(s), SharePoint sites, creation of Executive level PowerPoint presentations, RL/region emails, FA Recognition, event reminders, and strategy/results updates.
• Manage, monitor, and prioritize market projects using strong verbal and written communication skills, project management skills, and the ability to build strong relationships to influence outcomes.
• Handle challenging and/or sensitive conversations in a professional and confidential manner and know when to get others involved to manage issues and risks.
• Consistently increase efficiencies for team members across the department by improving processes
• Serves as a role model for the department, manifested through core work execution, actions and contributions to the market teams, department, and firm.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $59886
Hiring Maximum: $98752
Read More About Job Overview
Skills/Requirements
Bachelor's degree preferred or relevant experience.
• Proficient in the Microsoft Office Suite (OneNote, SharePoint, Word, Excel, PowerPoint, and Outlook)
• Demonstrates strong organizational skills and time management abilities.
• Excellent verbal and written communication skills needed.
• Experience with event planning, travel booking (Concur), calendar management and expense reimbursements.
• Ability to establish controls and manage risks related to budget forecasting and allocations, project costs and determine return on investment.
• Strong project management skills, ability to organize work, breakdown complex tasks into manageable components, and manage a schedule and deadlines.
• Identify, prioritize, monitor, communicate, and/or resolve issues that can impact a project or business outcome.
• Ability to identify resources and independently learn new processes.
Read More About Skills/Requirements
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
Read More About Awards & Accolades
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, 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
