Branch Real Estate Consultant II

Edward Jones

5d•Hybrid

About The Position

The Branch Real Estate team exists to evolve the firm’s real estate strategy to meet current and future client expectations and branch team needs. Branch Real Estate works in partnership with Financial Advisors and key home office stakeholders to support the firm’s branch real estate initiatives. The Branch Real Estate Consultant serves as a main point of contact for Edward Jones. This role is responsible for analyzing and responding to more complex incoming real estate requests (US and Canada) from Financial Advisors, Regional Leaders, Market Leaders and numerous home office departments. The consultant will partner with Market Leaders, Regional Leaders, and Branch Teams, building and maintaining relationships, and working in partnership with workflow business areas such as Market Management, Branch and Region Development, Client and Practice Transition, FA Compensation, Compensation and Expense Services, Network Field Services, Business Continuity, Global Security and Branch Real Estate Leadership. The role also handles complex branch real estate escalation issues, assists, supports and guides Branch Real Estate Consultant IIs with more difficult and complex situations, and provides indirect supervision of department’s contract associates. The consultant will document real estate issues, identify opportunities and work with departments across the firm to resolve issues or implement new ideas. They will understand and effectively communicate firm real estate policies, guidelines, tradeoffs, and P&L impacts. Additionally, the role provides oversight reviews of Branch Real Estate workflow processes to ensure accuracy, client service excellence and project completion. The consultant will identify opportunities to create efficiencies for Branch Real Estate by participating in projects, leading and implementing department initiatives. The role requires representing the department and acting as a liaison with other business areas. Branch Real Estate Consultants must be adaptable, willing to champion change and innovation, and have a collaborative spirit as we work with the field and multiple business areas across home office.

Requirements

Bachelors degree (or equivalent related work experience)
Organizational and project management skills
Exceptional customer service skills
Ability to balance Compliance, Legal and Associate Relations business decisions
Understanding of the Edward Jones FA performance expectations.
Ability to analyze an FA's tenure, Practice Management Level, level of business and make appropriate financial decisions for the firm.
Understanding of Associate Relations policies, BCP for catastrophic events within regions and impacts to FA's P&L statement.

Nice To Haves

Leadership and project management experience

Responsibilities

Analyzing and responding to more complex incoming real estate requests (US and Canada) from Financial Advisors, Regional Leaders, Market Leaders and numerous home office departments.
Partnering with Market Leaders, Regional Leaders, and Branch Teams, building and maintaining relationships, and working in partnership with workflow business areas such as Market Management, Branch and Region Development, Client and Practice Transition, FA Compensation, Compensation and Expense Services, Network Field Services, Business Continuity, Global Security and Branch Real Estate Leadership.
Handling complex branch real estate escalation issues.
Assisting, supporting and guiding Branch Real Estate Consultant IIs with more difficult and complex situations, and providing indirect supervision of department’s contract associates.
Documenting real estate issues, identifying opportunities and working with departments across the firm to resolve issues or implement new ideas.
Understanding and effectively communicating firm real estate policies, guidelines, tradeoffs, and P&L impacts.
Providing oversight reviews of Branch Real Estate workflow processes to ensure accuracy, client service excellence and project completion.
Identifying opportunities to create efficiencies for Branch Real Estate by participating in projects, leading and implementing department initiatives.
Representing the department and acting as a liaison with other business areas.