Business Segment Activation Lead @ Edward Jones

Opportunity Overview

The Business Segment Activation Lead is a critical enterprise leadership role responsible for translating business-segment strategy into coordinated execution across the Wealth Management and Field Management (WMFM) ecosystem. Serving as the strategic architect, integrator, and activation leader, this role ensures business-segment priorities are transformed into actionable advisor-segment strategies that drive measurable advisor, client, and business outcomes.

This leader establishes and leads a comprehensive activation model that aligns leaders, capabilities, and resources around shared priorities while creating accountability for execution and results. The role oversees a team of activation professionals while influencing a broad network of partners across Business Segments, Wealth Management, Field Management, Practice Management, Market Management, Insights & Analytics, Product, Solutions, and Field Leadership. The Business Segment Activation Lead owns end-to-end accountability for activation planning, readiness, adoption, performance measurement, and continuous improvement for assigned business segments.

What You Will Do

• Develop and execute enterprise-wide business segment activation strategies that translate business-segment priorities into scalable advisor and field execution plans.
• Define, implement, and continuously optimize advisor segmentation strategies, including segmentation criteria, frameworks, activation models, and differentiated value-stream delivery approaches.
• Lead and develop a high-performing team of strategists and activation specialists while fostering a culture of collaboration, innovation, accountability, and continuous improvement.
• Partner across Wealth Management, Practice Management, Market Management, Business Segments, and Product organizations to ensure alignment of activation strategies, advisor experiences, and business outcomes.
• Design and implement activation playbooks, enablement experiences, and field-ready solutions that drive advisor growth, progression, asset acquisition, and client outcomes.
• Utilize data, analytics, advisor insights, and market intelligence to identify advisor needs, monitor segment performance, and inform strategic decision-making.
• Establish and maintain feedback mechanisms across field-facing organizations to evaluate activation effectiveness, identify opportunities, and continuously enhance advisor experiences.
• Create alignment between enterprise business objectives, market-level goals, and advisor-segment outcomes, ensuring consistency, accountability, and measurable impact.
• Lead activation readiness, prioritization, integration, and change management efforts to ensure successful adoption of segment strategies across the field.
• Serve as a trusted advisor and thought leader to senior leaders, providing strategic recommendations, performance insights, and activation frameworks that support business growth and advisor success.
• Design and oversee reporting, performance dashboards, and executive-level communications that measure activation effectiveness and support continuous improvement efforts.

Position Requirements

What You Will Need

• Bachelor's degree required; Master's degree preferred.
• 11+ years of progressive leadership experience, with deep expertise in wealth management, advisor development, field leadership, business strategy, or related disciplines.
• Extensive knowledge of the advisor lifecycle, advisor segmentation, practice development, and the differing needs of advisors across career stages, business models, and practice types.
• Broad understanding of the firm's field and market delivery ecosystem, including the interconnected roles of Wealth Management, Field Management, Practice Management, and Market Leadership.
• Demonstrated success leading large-scale strategic initiatives and driving enterprise-wide execution through both direct and matrixed teams.
• Strong strategic thinking and business acumen with the ability to translate vision into actionable plans and measurable business outcomes.
• Advanced skills in change management, organizational influence, operational execution, and cross-functional leadership.
• Exceptional analytical capabilities, including the ability to synthesize complex data, identify meaningful insights, and make data-driven recommendations.
• Outstanding written, verbal, and executive communication skills, with the ability to influence senior leaders and build alignment across diverse stakeholder groups.
• Proven ability to lead high-performing teams and foster collaboration, accountability, and engagement.

What Sets You Apart

• Deep expertise in advisor segmentation, field activation, advisor growth strategies, and client experience design within a wealth management environment.
• Experience developing enterprise-wide playbooks, activation frameworks, and go-to-market strategies that drive advisor behavior change and business growth.
• Ability to navigate complex organizational systems, identify interdependencies, and design integrated solutions that deliver both short- and long-term value.
• Demonstrated success influencing executive leaders and building alignment across highly matrixed organizations.
• Strong background in customer experience strategy, operational excellence, analytics, and performance measurement.
• Ability to anticipate emerging trends, uncover opportunities for innovation, and drive scalable solutions that improve advisor, client, and business outcomes.
• Preferred industry credentials such as Series 7, Series 66, and/or CFP® certification.
• A reputation as a collaborative leader, trusted partner, and strategic thinker who can successfully connect strategy to execution at enterprise scale.

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.