About this role
Branch Real Estate Consultant II
Opportunity Overview: Overview: The Branch Real Estate team exists to evolve the firm’s real estate strategy to meet current and future client expectations and branch team needs. Branch Real Estate works in partnership with Financial Advisors and key home office stakeholders to support the firm’s branch real estate initiatives. The Branch Real Estate Consultant serves as a main point of contact for Edward Jones. Here are a few of your key responsibilities: • Responsible for analyzing and responding to more complex incoming real estate requests (US and Canada) from Financial Advisors, Regional Leaders, Market Leaders and numerous home office departments. • Partner with Market Leaders, Regional Leaders, and Branch Teams. Build, maintain relationships, and work in partnership with workflow business areas such as Market Management, Branch and Region Development, Client and Practice Transition, FA Compensation, Compensation and Expense Services, Network Field Services, Business Continuity, Global Security and Branch Real Estate Leadership. • Handle complex branch real estate escalation issues. Assist, support and guide Branch Real Estate Consultant IIs with more difficult and complex situations, and provide indirect supervision of department’s contract associates. • Document real estate issues, identify opportunities and work with departments across the firm to resolve issues or implement new ideas. • Understand and effectively communicate firm real estate policies, guidelines, tradeoffs, and P&L impacts. • Provide oversight reviews of Branch Real Estate workflow processes to ensure accuracy, client service excellence and project completion. • Identify opportunities to create efficiencies for Branch Real Estate by participating in projects, leading and implementing department initiatives. • Represent the department and act as a liaison with other business areas. Branch Real Estate Consultants must be adaptable, willing to champion change and innovation, and have a collaborative spirit as we work with the field and multiple business areas across home office
Position Requirements: What you'll need: • Bachelors degree (or equivalent related work experience) • Organizational and project management skills • Exceptional customer service skills • Must have ability to balance Compliance, Legal and Associate Relations business decisions • Associates must have an understanding of the Edward Jones FA performance expectations. They must be able to analyze an FAs tenure, Practice Management Level, level of business and make appropriate financial decisions for the firm. Associates must also have an understanding of Associate Relations policies, BCP for catastrophic events within regions and impacts to FA's P&L statement. What would set you apart: • Leadership and project management experience 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.
Company Description: 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.
Awards and 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
EEO Statement: 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.
Salary Information: 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.