Business Performance Consultant

This job posting is anticipated to remain open for 30 days, from 05-Aug-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

The Business Development Consultant directly supports each Market Leader in identifying growth and business opportunities in a specific market and developing business plans and strategies to increase profitable market share. They are responsible for analytical, financial and metric forecasting to build long-range strategic plans and annual objectives with the Market Leader and are responsible for ongoing execution of market growth strategies impacting business expansion, productivity, revenue growth, and expense management. They work with the home office to deliver advisor/client/product solutions and optimize overall market operations.

What You'll Do:

• Facilitate annual and ongoing strategic and operational planning at the market level in concert with market leadership team. Leverage regular reporting and ad-hoc analysis to identify critical market opportunities, articulates needs and anticipated outcomes to capture opportunity (i.e., creates business cases), negotiate resourcing across regions, markets, and divisions, and creates plan documentation.
• Lead the Monthly Performance Review process for each Market, leveraging national best practices, with Market Leadership team and provides, in partnership with support functions, analytic, financial, and operational consulting for Market team on potential adjustments to achieve targets and objectives.
• Leverage Metrics that Matter, Region Key Measures, financial reporting and other data and reporting sources to identify the biggest opportunities for a Market. Provide consultation to the Market team recommending strategies, doing root cause analysis, and articulating trade-offs which will enable the ML to make decisions on what to prioritize and how to execute in the market.
• Track and analyze sales and productivity metrics to inform future strategies. Forecast, provide sales, revenue, and expense projections, and develop targets to achieve a sustainable business model aligned to market outcomes. 'Account for competitive landscape and specific competitors when shaping plans and strategies.
• Lead and oversee projects directly and manage ongoing execution support with key home office functional areas (e.g., real estate, marketing, product) to deliver on intended outcomes; adjust specific implementation in line with market opportunities and escalates to resource alignment team as needed. Monitor benefit of strategies in relation to overall market objectives.
• Collaborate with, and influence across, peers and leadership within business performance team, escalating opportunities, and best practices to drive organizational improvements; present and influence at senior most branch development and enterprise levels. Partner across organization broadly, including human capital, Firm Analytics, Finance, and Data & Insights organizations.

What Experience You Need:

• Bachelor's degree
• Obtain both the SIE and Series 7 top off license within 6 months of hire
• 6+ years of relevant work experience, including:
• Excellent knowledge of the industry or firm and its business practices and processes
• Strong knowledge of a field structure and market operating system
• Proficiency in analytic and technical knowledge of business performance (metrics and financials), market trend analysis, and applicable tools

What Could Set You Apart:

• Advanced Degree
• CFA or CFP

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.