Team Leader - Practice Management Consulting

Edward D Jones & Co LP

Tempe, AZ

JOB DETAILS
SKILLS
Blog, Business Administration, Business Growth, Business Operations, Business Strategy, Chartered Financial Analyst (CFA), Coaching, Communication Skills, Consulting, Continuous Improvement, Cross-Functional, Customer Relations, Economics, Finance, Financial Planning, Financial Services, Flexible Spending Accounts, Fortune 500 Customers, Human Capital, Leadership, Management Consulting, Mentoring, Operations Processes, Organizational Development/Management, Performance Analysis, Performance Management, Problem Solving Skills, Process Improvement, Professional Services, Strategic Planning, Succession Planning, Tax Planning, Team Building, Team Lead/Manager, Team Player, Wealth Management
LOCATION
Tempe, AZ
POSTED
5 days ago

This job posting is anticipated to remain open for 30 days, from 29-May-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.

Team Overview

The Team Leader, Practice Advisory Consulting leads and develops a high-performing team responsible for delivering scalable, high-impact consulting support to financial advisors. This role helps advisors grow and optimize their businesses across strategy, structure, and operations-extending field capacity and strengthening enterprise outcomes.

This is a highly visible leadership role where you will shape advisor success, influence strategic initiatives, and build team capabilities. You'll collaborate cross-functionally and contribute to evolving consulting models that drive measurable advisor impact. Success in this role creates opportunities for advancement into broader leadership or enterprise strategy roles.

What You'll Do

  • Lead, coach, and develop a team of practice advisory consultants to deliver high-quality, scalable consulting support
  • Drive advisor impact across core areas including business valuation, growth strategy, practice structure, and operational effectiveness
  • Establish clear performance expectations, monitor outcomes, and foster a culture of accountability and continuous improvement
  • Partner with field leaders and enterprise stakeholders to align priorities and deliver coordinated advisor support
  • Translate enterprise initiatives into practical tools, frameworks, and guidance for advisor engagement
  • Ensure consistency and quality across consulting engagements, deliverables, and advisor experiences
  • Leverage data and insights to improve team performance, scalability, and advisor outcomes
  • Support advisors in navigating key transitions (e.g., succession, ownership changes, growth planning) with confidence

What Experience You'll Need

  • 6+ years of experience in wealth management, financial advisory, consulting, or a related field
  • Prior people leadership experience or demonstrated ability to coach, mentor, and develop others
  • Strong business consulting, problem-solving, and strategic thinking skills
  • Foundational knowledge of practice economics, business operations, or growth strategy
  • Ability to translate complex concepts into clear, actionable guidance
  • Strong communication and relationship-building skills across diverse stakeholders

What Could Set You Apart

  • Experience in practice management consulting or advising financial professionals
  • Knowledge of business valuation, succession planning, or ownership structures
  • Exposure to human capital strategy or organizational design within professional services
  • Experience working in a matrixed or highly collaborative environment
  • Advanced business, finance, or related degree/certification (e.g., MBA, CFP, CFA)

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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.

About the Company

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Edward D Jones & Co LP