Design & Execution Specialist

Edward Jones

5d

About The Position

The CPT Design & Execution Specialist (DES) serves as a pivotal architect and operational leader in the design, execution, and post-implementation support of complex practice transition strategies. The role operates at the intersection of strategic planning, stakeholder engagement, and change management, ensuring seamless transitions that align with organizational goals and elevate branch team performance. The DES partners with Market and Regional Leadership, Home Office stakeholders, and branch teams to deliver tailored solutions that drive long-term success in dynamic practice environments.

Candidates who live within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home office locations are expected to work in the office four days per week beginning June 1, 2026. Before that date, they are expected to work in the office three days per week, preferably Tuesday through Thursday.

Requirements

• Comprehensive understanding of branch team structures, roles, and operational workflows.
• 1–2 years of experience applying systems thinking to identify risks, mitigate challenges, and drive sustainable outcomes.
• Strong communication and influence skills.
• Strategic relationship management skills.
• Conflict resolution skills.
• Emotional intelligence.
• Continuous improvement orientation.
• Ability to champion change.
• Ability to operate autonomously and with strategic agility in high-pressure environments.
• Exceptional judgment, discretion, and resilience in managing sensitive conversations and complex transitions.
• Ability to inspire confidence and engagement through tailored messaging and motivational leadership.
• Ability to balance tactical execution with long-term strategic vision.

Nice To Haves

• Proven experience navigating escalations involving field leadership and cross-departmental stakeholders.
• Established relationships across Home Office departments and demonstrated ability to influence outcomes through strategic collaboration.
• Expertise in team dynamics, conflict resolution, and book analysis methodologies.
• Experience designing and delivering onboarding and capability-building programs.

Responsibilities

• Design, execute, and provide post-implementation support for complex practice transition strategies.
• Partner with Market and Regional Leadership, Home Office stakeholders, and branch teams to deliver tailored transition solutions.
• Support seamless transitions aligned with organizational goals and improved branch team performance.

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 at no cost to associates
• 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 on January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Potential eligibility for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

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