Strategic Initiatives Analyst- Mergers and Acquisitions

Team Overview:
Does supporting the High Net Worth segment excite you? Do you have experience in investment banking or mergers and acquisitions? If so, this could be an exciting opportunity for you! Edward Jones Advisory Partner Network team, providing world-class advisory services for our business owner clients, specifically focuses on helping clients navigate acquisitions and exit strategies for their businesses. This team will facilitate all aspects required for a successful sale of a business, along with the cultivation of a robust ecosystem of external partners to support the needs of our clients during business transactions. The team will also develop the training, tools and resources to empower our financial advisors to successfully work with business owner clients.

What You Will Do:
The Strategic Initiatives Analyst - Mergers and Acquisitions (M&A) Lead will help drive the growth of the newly created Business Owner M&A Advisory function. The role will include oversight and management of the daily financial advisor referral process, ownership of the opportunity tracker and lead interface with our investment banking/M&A partners. This position will work closely with the Senior Director in setting and tracking KPIs to support the HNW (High Net Worth) segment as well as creating and implementing development programs for financial advisors focused on HNW business owner clients

Responsibilities include:

• Primary responsibility for the M&A Referral Program day to day functions (currently in pilot) including initial FA interface/Q&A and guidance on process details.
• Work closely with and provide guidance to the business support specialist who will perform all referral coordination tasks - client disclosure forms, records management and client/FA meeting scheduling.
• Have the opportunity to present to groups of financial advisors sharing details of the program and excitement for the overall program and opportunity to grow their practice.
• Ownership of weekly tracking and reporting to the HNW leadership team and key functional stakeholders.
• Oversee and help grow our network of M&A referral partners, working closely with the HNW APPS referral network team.
• Help develop financial advisor events, training and resources with home office counterparts.

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.

Hiring Minimum: $84100
Hiring Maximum: $143100

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Skills/Requirements

What Experience You Need:

• Bachelor's Degree
• Minimum 3-5 years' financial services experience
• Experience working in investment banking and/or the Mergers and Acquisitions industry
• Proficient understanding of the Financial Services Industry and general Business acumen.
• Proven experience leading programs and/or projects

What Could Set you Apart:

• Experience working in a similar function with regular interface to financial advisors, business owner clients and M&A professionals.
• Experience working in matrixed organizations.
• 6-10 years' experience in the financial services field

*Candidates that live within in 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.

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Awards & Accolades

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

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About Us

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.

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.

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