Senior Director of Advisor Segmentation

Edward Jones

9d

About The Position

The Senior Director, Advisor Segmentation leads Edward Jones’ advisor segmentation capability, turning advisor insights into targeted strategies, experiences, and interventions that improve advisor outcomes and advance firm priorities. The role is accountable for developing and evolving the segmentation framework, identifying high-impact opportunities across advisor populations, and aligning enterprise resources with advisors who will benefit most.

Working across Practice Management, Market Management, Business Segments, Analytics, Marketing, and other enterprise partners, this strategic leader connects advisor needs to tailored action. The position balances long-term strategy development with operational execution, translating segment strategies into measurable business outcomes and sustainable enterprise practices. It helps the firm deliver personalized support to advisors while improving business performance, advisor satisfaction, and enterprise effectiveness.

The leader is expected to build an enterprise-wide, scalable segmentation capability and operating model that informs investments, priorities, and business strategy. Success includes widespread adoption of segmentation and improved advisor outcomes, productivity, satisfaction, and practice sustainability through targeted strategies.

Requirements

• Think strategically while driving measurable execution.
• Influence without direct authority across a highly matrixed organization.
• Balance advisor needs with enterprise priorities and resource constraints.
• Use data, insights, and field perspectives to inform decisions.
• Build high-performing teams and develop future leaders.
• Foster a culture of collaboration, innovation, accountability, and continuous improvement.

Nice To Haves

• Extensive experience leading enterprise strategy, segmentation, practice management, customer experience, consulting, analytics, or business transformation initiatives.
• Demonstrated success influencing senior executives and leading large-scale cross-functional programs.
• Strong analytical capabilities and ability to translate complex data into actionable business strategies.
• Proven ability to drive organizational change, adoption, and business performance improvements.
• Experience developing operating models, governance structures, and strategic activation plans.
• Exceptional communication, stakeholder management, and executive presence.

Responsibilities

• Own and evolve the firm’s advisor segmentation strategy and roadmap, serving as the firm’s senior thought leader on advisor segmentation.
• Establish and maintain frameworks to identify where advisor needs differ most and guide the targeting of resources, experiences, and interventions.
• Develop segment-level value propositions, strategic priorities, and success measures that support firm objectives.
• Identify and prioritize high-impact segment opportunities, performance gaps, and adoption risks.
• Partner with business leaders and enterprise stakeholders to embed segmentation in planning, decision-making, investment prioritization, and advisor enablement.
• Continuously evaluate segmentation criteria, sub-segmentation opportunities, and emerging advisor needs to maintain relevance and impact.
• Establish governance practices that support segmentation decisions, priorities, investments, and tradeoffs.
• Influence senior leaders across Practice Management, Market Management, Business Segments, and Marketing to build alignment across diverse priorities and perspectives.
• Drive measurable execution while balancing advisor needs with enterprise priorities and resource constraints.
• Use data, insights, and field perspectives to inform decisions.
• Build high-performing teams and develop future leaders.
• Foster collaboration, innovation, accountability, and continuous improvement.

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
• Associates may be eligible for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

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