Director, Practice Management Measurement, Reporting & Analysis

Edward Jones

About The Position

The Director, Practice Management Measurement, Reporting & Analysis establishes and leads the measurement, analytics, and performance management capabilities that help determine which strategies, practice models, and interventions create meaningful business outcomes across Practice Management. The role turns data into actionable business intelligence, giving leaders visibility into advisor, practice, segment, and program performance while maintaining strong governance, data quality, and accountability. As the primary steward of Practice Management performance measurement, the Director oversees diagnostic frameworks, KPI architecture, benchmarking methodologies, and reporting ecosystems used to evaluate business initiatives and advisor outcomes. Through advanced analytics, performance review routines, and governance, the Director enables leaders to identify opportunities, mitigate risk, prioritize investments, and drive continuous improvement. The role partners with business leaders, strategy teams, and data and analytics partners to align measurement frameworks with firm priorities and enterprise expectations. The Director leads and develops analytic professionals responsible for measurement design, performance analysis, reporting, and insights. The team’s technical scope includes data analysis, KPI and metric design, statistical analysis, and advisor segmentation analytics.

Requirements

Bachelor’s degree required.
11–14 years of experience in analytics, measurement, reporting, business intelligence, financial analysis, strategy, practice management, or related disciplines.
At least 5 years of people leadership experience, including setting direction, assigning and reviewing work, developing talent, and leading high-performing analytical teams.
Demonstrated success leading complex initiatives requiring strategic vision, sound judgment, prioritization across multiple demands, and influence across a broad set of stakeholders.
Experience designing and governing performance measurement frameworks, KPI architectures, reporting ecosystems, evaluation methodologies, and performance management processes that support business decision-making.
Strong executive presence and communication skills, including the ability to simplify complex analyses, use data storytelling, and influence senior leaders with evidence-based recommendations.
Working knowledge of SQL, business intelligence and visualization tools, statistical methodologies, and analytical techniques, with the ability to guide technical teams and assess analytical output quality and implications.
Demonstrated ability to build collaborative partnerships and lead through influence across strategy, finance, technology, data and analytics, and business stakeholders.
Experience applying financial and business analysis to evaluate performance, prioritize investments, assess outcomes, and support strategic decision-making.

Nice To Haves

Master’s degree or other advanced degree.
Financial services, wealth management, or practice management experience.

Responsibilities

Lead the Practice Management measurement and reporting portfolio, including diagnostics, scorecards, dashboards, benchmarking programs, and performance review routines across advisor segments, program initiatives, and practice model archetypes.
Supervise analytic professionals who translate complex analytical findings into executive-level insights, recommendations, and business actions.
Establish and govern the KPI framework used to assess business outcomes, advisor performance, program effectiveness, adoption, and strategic initiative success.
Oversee the design and evolution of segmentation methodologies, analytical approaches, and reporting standards that produce reliable, decision-ready insights.
Partner with technology, data, and analytics organizations to define reporting requirements, improve data capabilities, and drive analytical innovation; maintain a direct matrix relationship to the EJ Labs organization.
Identify and influence prioritization of key improvement themes, partnering with business leaders to align ownership, funding, resources, and execution plans.
Develop governance processes that ensure consistency of metrics, definitions, calculations, lineage, and reporting methodologies across the department.
Embed measurement and performance discussions into business planning and operating routines to champion evidence-based decision-making.
Lead and develop a team of analytic professionals, including assigning and reviewing work, setting performance expectations, and developing talent.
Guide the team’s application of analytical techniques and methods to turn raw data into business insights; define and maintain performance indicators; use statistical methods and analytical models to identify patterns, trends, relationships, and predictive indicators; and develop and evaluate advisor segmentation frameworks.

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 and personal days
Paid day for volunteerism
Potential eligibility for bonuses and profit sharing
Employee Assistance Program