About this role
Opportunity Overview
Field Learning helps branch teams build the knowledge, skills, and confidence needed to successfully adopt new tools, processes, and ways of working. The Practice Management team supports this mission by equipping financial advisors, branch teams, and field leaders with the capabilities needed to deliver exceptional client experiences and drive practice growth.
As the Field Learning Leader, Practice Management, you will lead a team responsible for designing and delivering learning strategies and solutions that enhance branch performance and support enterprise priorities. You will partner closely with Practice Management leaders, field leaders, business stakeholders, and Enterprise Learning teams to identify capability gaps, align learning initiatives to business objectives, and drive the adoption of new skills, behaviors, and ways of working across the field.
This role combines strategic leadership, learning expertise, and business partnership to ensure branch teams are prepared to meet the evolving needs of clients while advancing the firm's Human-Centered Complete Wealth Management strategy.
We are seeking a collaborative leader with strong branch acumen, a passion for learning and development, and a proven ability to build high-performing teams that deliver measurable business outcomes.
What You'll Do
- Partner with Practice Management leaders, field leaders, and key stakeholders to identify capability gaps, prioritize learning needs, and develop strategies that support business objectives and field performance.
- Lead and develop a team of learning professionals, fostering a culture of continuous learning, innovation, collaboration, and accountability.
- Oversee the design, development, and delivery of learning solutions that build capability, drive adoption of new tools and processes, and support practice growth across the field.
- Collaborate with Enterprise Learning and cross-functional partners to ensure learning initiatives are aligned, scalable, and consistent with enterprise priorities and standards.
- Drive successful performance outcomes by leveraging learning insights, business metrics, and learner feedback to evaluate effectiveness and continuously improve programs.
- Support strategic change initiatives by preparing branch teams to adopt new technologies, processes, and ways of working through targeted learning and performance support.
- Ensure learning programs meet regulatory, compliance, and enterprise requirements while delivering meaningful business impact and supporting colleague development.
- Serve as a champion of continuous improvement, innovation, and knowledge sharing, helping the firm build capabilities critical to delivering Human-Centered Complete Wealth Management.
Position Requirements
Required Experience
- 7+ years of experience in Learning & Development, Performance Consulting, Organizational Development, Talent Development, Practice Management, Financial Advisor Development, or a related field
- 3+ years of experience leading, coaching, and developing teams
- Experience partnering with senior leaders to identify capability gaps and develop learning strategies aligned with business objectives
- Experience leading the design, development, implementation, and evaluation of learning programs and performance solutions
- Experience managing multiple strategic initiatives and stakeholders in a matrixed environment
- Experience using learner feedback, business metrics, and performance data to measure effectiveness and improve outcomes
- Experience supporting organizational change, adoption, and capability-building initiatives
- Experience within financial services, wealth management, banking, insurance, or a similarly regulated industry
Preferred Experience
- Experience working directly with Financial Advisors, branch teams, or field leadership
- Experience supporting Practice Management, Coaching, Advisor Development, Sales Enablement, or Business Development initiatives
- Experience leading enterprise or field-wide learning and adoption programs
- Experience with learning technologies, virtual learning platforms, and performance support tools
- Experience supporting the adoption of new technologies, digital tools, AI-enabled solutions, or business processes
- Experience facilitating leadership development, coaching, or capability-building programs
- Experience collaborating across multiple business functions to drive enterprise-wide learning strategies
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.