Branch Real Estate Transaction Strategist

Edward Jones

1d

About The Position

The Branch Real Estate Transaction Strategist supports firm-level strategies that affect Branch Real Estate and determines and implements processes and guidelines for successful execution. The role partners with Market Management and key stakeholders to ensure that 36 Market Leaders and 334 Region Leaders have access to real estate strategies, resources, metrics, financial information, and data at branch, region, and market levels so they can make informed decisions that advance Market Business Plans.

The position leads strategic initiatives, develops reporting and system enhancements for accurate, data-driven decisions, and provides thought leadership for implementing Market Management across Branch Real Estate. It oversees the development, review, maintenance, and delivery of guidelines, policies, and processes for effective real estate strategy execution, including strategies related to Financial Advisor growth and profitability, real estate constraints, and market consolidation. The role also builds support infrastructure for Market Leaders, Region Leaders, and Market Strategists; aligns and collaborates with Home Office stakeholders; and creates technology and system tools that provide field leaders with financial insights and business impacts to support real estate projects.

Requirements

• Ability to identify, prioritize, monitor, communicate, and resolve issues that may affect large, complex projects or initiatives.
• Excellent multitasking and prioritization skills.
• Ability to apply sound business judgment to complex and non-routine issues while balancing business trade-offs with departmental guidelines.
• Confidence in making consistent, aligned decisions and recommendations to associates, leaders, and General Partners that may affect branch team performance and the ability to meet client needs.
• Ability to prioritize and handle complex workflows, projects, and operational decisions.
• Ability to lead projects, initiatives, and teams involving daily decisions that affect the development and support of branch teams and client service.

Responsibilities

• Support firm-level strategies that impact Branch Real Estate and determine and implement processes and guidelines for successful execution.
• Partner with Market Management and key stakeholders to equip Market Leaders and Region Leaders with strategies, resources, metrics, financial information, and data for informed real estate decisions.
• Develop detailed reporting for data-driven decision-making and identify system enhancements needed to ensure data accuracy.
• Lead initiatives tied to firm strategy and ensure processes and guidelines are implemented successfully.
• Provide thought leadership to define and guide implementation of Market Management across Branch Real Estate.
• Oversee development, review, maintenance, and delivery of guidelines, policies, and processes for effective and efficient field use of real estate strategies.
• Address real estate strategies involving Financial Advisor growth, Financial Advisor profitability, real estate constraints, and market consolidation.
• Build Branch Real Estate infrastructure and support structures for Market Leaders, Region Leaders, and Market Strategists.
• Identify key Home Office stakeholders and ensure partnership, alignment, and collaboration with them.
• Create technology and system-based tools to support real estate decisions.
• Provide field leaders with financial insights and business-impact information to support real estate projects.
• Prioritize and manage strategic work and related reporting and system needs.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage at no cost to associates
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 each year
• Sick time and personal days
• Paid day for volunteerism
• Potential bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed