Lead Theme Strategist

Edward Jones
•Hybrid

About The Position

Are you energized by helping business leaders turn AI, data, and emerging technologies into measurable business results? Can you translate complex data, research, and technology concepts into clear recommendations that drive enterprise-wide decisions? If so, this may be the opportunity for you. Our team partners with leaders across the firm to transform business strategy into actionable roadmaps powered by AI, analytics, data, insights, and emerging technologies. We help business areas identify and remove barriers to success, accelerate outcomes, and ensure investments align with both division priorities and enterprise strategy. In this role, you will serve as a trusted consultant and strategic advisor to senior leaders, helping shape multi-year AI and technology strategies that drive meaningful business impact. You will work across divisions, connecting priorities, aligning stakeholders, and leading cross-functional teams to execute initiatives that support the firm's long-term vision. This position requires a highly collaborative leader who can influence across a matrixed organization, navigate complex business challenges, and guide teams through ambiguity while maintaining a focus on outcomes.

Requirements

  • Minimum of 6 years of experience in strategy, business analysis, consulting, analytics, project management, or a related field, with a demonstrated ability to solve business problems and deliver results through cross-functional collaboration.
  • Experience partnering with business stakeholders to define objectives, gather requirements, and support the development and implementation of data, analytics, AI, or technology-driven solutions.
  • Working knowledge of AI, analytics, and emerging technologies, including the ability to understand business applications, identify opportunities, evaluate trade-offs, and support solution delivery.
  • Strong communication and presentation skills with the ability to translate complex concepts, data, and insights into actionable recommendations for a variety of audiences.
  • Experience contributing to cross-functional initiatives and managing multiple priorities in a fast-paced environment, with strong organizational, problem-solving, and relationship-building skills.
  • Understanding of quantitative and qualitative research, analytics, or business intelligence methodologies, with the ability to interpret findings and help drive informed business decisions.

Responsibilities

  • Partner with business leaders to develop and execute multi-year AI, analytics, data, and emerging technology roadmaps aligned to enterprise and division strategies.
  • Provide strategic consulting on multiple high-priority enterprise and division initiatives simultaneously.
  • Identify opportunities to leverage data, insights, AI, and technology to solve complex business challenges and accelerate business outcomes.
  • Build integration plans that connect stakeholders, priorities, processes, and capabilities across multiple divisions.
  • Evaluate strategic options, outline trade-offs, and provide recommendations supported by data, research, and a well-developed point of view.
  • Influence decision-making at all levels of the organization through compelling storytelling, communication, and executive-level presentations.
  • Lead cross-functional and multi-disciplinary teams in a matrixed environment, often without direct authority.
  • Coordinate people, processes, systems, and resources across teams to successfully deliver strategic initiatives.
  • Advise leaders on qualitative and quantitative research methodologies, helping determine the most effective approach to answer critical business questions.
  • Consult on the design, execution, and measurement of experiments, pilots, and interventions that drive business transformation.
  • Help business leaders evaluate results and determine whether strategies should be scaled, adjusted, or discontinued.
  • Manage priorities across multiple initiatives while ensuring project scope, timelines, risks, and quality standards are achieved.
  • Coach and mentor peers, team members, and leaders while serving as a role model for collaboration and enterprise thinking.

Benefits

  • medical and prescription drug
  • dental
  • vision
  • voluntary benefits (such as accident, hospital indemnity, and critical illness)
  • short- and long-term disability
  • basic life
  • basic AD&D coverage
  • 401k retirement plan
  • health savings account
  • flexible spending account
  • ten paid holidays
  • 15 days of vacation for new associates
  • sick time
  • personal days
  • a paid day for volunteerism
  • bonuses
  • profit sharing
  • Employee Assistance Program
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