Director - Digital Experience & Strategy (Practice Desktop)

Edward Jones

About The Position

The Practice Desktop team leads the digital experience for more than 40,000 branch users and serves as the front door to systems that power financial advisor (FA) and client support team (CST) workflows. The team brings together capabilities advisors use to manage and grow their practices, understand practice health, and serve clients efficiently, increasingly embedding AI into branch- and client-facing experiences. The Director will lead the strategy and team responsible for creating branch-facing digital experiences that help Financial Advisors and their teams identify, prioritize, and act on practice-growth opportunities. The role owns the multi-year strategy and value-delivery roadmap for the Accelerate Practice Growth team, translating wealth management priorities, advisor needs, data, and insights into investment, capability, and sequencing decisions. Success is measured through outcomes such as pipeline progression, asset growth, usage, and engagement. The Director will shape connected growth experiences across opportunity identification, prioritization, planning, and action in FA and branch-team workflows. The role sets annual priorities and measurable outcomes, balances near-term delivery with longer-term platform, data, AI, and experience investments, and champions AI, data, and advanced analytics to support intelligent recommendations and next-best actions. The position also leads cross-functional alignment across AI, data, digital product, engineering, UX, enablement, compliance, and field partners; establishes performance measures and feedback mechanisms; represents advisor and branch-team needs in investment decisions; and builds and develops a high-performing team. Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

Bachelor’s degree required.
At least 7 years of direct experience, including 3 years in a leadership role.
Strong knowledge of the firm and its business practices and processes.
General understanding of other functional areas of Practice Management.
Appropriate depth of technical knowledge in the respective functional area.
Appropriate knowledge of technology applicable to the functional area and the firm.
Strong analytical skills.
Superior verbal and written communication skills, with the ability to influence directly and indirectly.
Knowledge of change leadership, systems thinking, and integration.
Ability to develop an understanding of how changing industry standards may affect the firm in relation to branch support.

Nice To Haves

Advanced degree or equivalent experience preferred.
Experience working in digital channels, platforms, or customer-facing digital experiences.
Knowledge of AI-driven tools, technologies, and emerging digital trends.
Experience developing or supporting digital strategy initiatives.
Understanding of branch operations and the financial advisor experience.
Familiarity with advisor-facing digital tools, platforms, and workflow solutions.
Ability to bridge business, client, and technology needs in a digital environment.

Responsibilities

Lead the strategy and team responsible for branch-facing digital experiences that help Financial Advisors and their teams identify, prioritize, and act on practice-growth opportunities.
Own the multi-year strategy and value-delivery roadmap for the Accelerate Practice Growth team, translating priorities, advisor needs, data, and insights into investment, capability, and sequencing decisions.
Shape connected, end-to-end growth experiences covering opportunity identification, prioritization, planning, and action within FA and branch-team workflows.
Set annual priorities and measurable business outcomes for growth capabilities, balancing near-term value delivery with longer-term platform, data, AI, and experience investments.
Apply AI, data, and advanced analytics to practice growth through insights and intelligent recommendations that help advisors identify opportunities, determine next-best actions, and focus on high-value activities.
Lead cross-functional alignment across AI, data, digital product, engineering, UX, enablement, compliance, and field partners; resolve strategic dependencies and establish shared accountability.
Establish performance measures and feedback mechanisms linking advisor behavior, adoption, pipeline progression, and growth outcomes to product and investment decisions.
Represent Financial Advisor and branch-team perspectives in growth-related investment decisions, using field insight, behavioral data, industry trends, and business priorities to identify needs and opportunities.
Build and develop a high-performing team, clarify its purpose, strengthen strategic and product capabilities, and empower leaders to make decisions and deliver measurable outcomes.

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
401k 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
Eligibility for bonuses and profit sharing
Employee Assistance Program