Senior Enablement and Activation Manager

Job summary

The role involves co-creating and delivering training strategies to enable practice teams in wealth management and financial planning. You will lead transformational enterprise initiatives and serve as a subject matter expert to improve operational efficiencies.

Job details

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. Your passion. Our purpose. This could be powerful. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - what you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. The Senior Enablement and Activation Manager is part of our Canadian Enablement and Adoption team. This team is the primary talent driving enablement and activation of enterprise initiatives for Edward Jones Canada practice and home office teams, enabling us to grow our client impact. You will participate in a high-performance team and contribute to the firm’s transformation to offering full and comprehensive wealth management, financial planning and practice operational efficiencies at Edward Jones Canada. Key responsibilities of the Senior Enablement and Activation Manager include: Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, on-line and other modes of training for practice teams. Proactively build relationships with financial advisors and serve as a financial planning subject matter expert to gain practice team confidence and enable them to deliver on our client value promise. Must have strong critical thinking, problem-solving, decision making and collaboration skills. Must be able to provide guidance and direction and demonstrate an ability to influence key decisions, interpret and convey complex issues and solutions in a persuasive, intuitive and informative manner. Participate, support lead as subject matter expert on all existing and developing financial planning tools and resources. Participate, support and lead transformational enterprise initiatives and/or cross functional, matrixed teams (both in home office and field) to meet client's evolving needs and deliver complete wealth management adoption and enablement across the firm. Balance demands of multiple complex projects with high degree of visibility and urgency. Support key stakeholder projects/teams to ensure comprehensive strategies are delivered to practice teams efficiently & effectively through the training, tools, and firm policy. Serve as a key contributor on enhancements and improvements to systems and practice workflow tools. Ensure the communication and application of timely opportunities and risks to practice teams. Uncover issues and implement changes to procedures, processes and plans to increase operational efficiency and effectiveness. Strong presentation and oral and written communication skills. Actively keep abreast of the changing financial services landscape and recommend appropriate training that addresses any potential risks to the firm, through close collaboration with the division risk management team. Bachelor’s degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered. CFP designation required LLQP required within 12 months CIM an asset 5-7 or more years experience in financial planning industry Industry knowledge including financial planning and wealth management acumen Ability to work well and collaborate within a team environment Ability to navigate working across teams and functions in a matrixed environment Salesforce experience an asset Change management certification an asset "Candidates that live within a commutable distance from our Mississauga, ON home office locations are expected to work in the office four days per week." 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. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

What you’ll do

The role involves co-creating and delivering training strategies to enable practice teams in wealth management and financial planning. You will lead transformational enterprise initiatives and serve as a subject matter expert to improve operational efficiencies.

Requirements

Requires a Bachelor's degree, CFP designation, and 5-7+ years of experience in the financial planning industry. LLQP certification is required within 12 months, and Salesforce or Change Management certifications are considered assets.

Benefits

• Rewards program • Base salary • Bonuses • Profit sharing

Listed skills

• Change Management · Preferred
• Problem solving · Preferred
• Collaboration · Preferred
• Risk Management · Preferred
• Decision Making · Preferred
• Financial planning · Preferred
• Critical Thinking · Preferred
• Project management · Preferred
• Salesforce · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Wealth Management
• Enablement and Activation
• Change Management
• Critical Thinking
• Problem Solving
• Collaboration
• Stakeholder Management
• Training Development
• Strategic Planning
• Salesforce
• Oral and Written Communication
• Presentation Skills
• Decision Making
• Project Management
• Risk Management

Job areas

• Finance & Accounting
• Management & Leadership
• Sales
• Consulting
• Education