"Alerted.org

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants.

The Forecasting TL is responsible for leading a team of FA's to drive strategic and tactical volume forecasts and analysis to enable assigned departments to meet or exceed performance standards. The critical responsibilities of a Forecasting TL

1. Summarize and interpret individual results (workload demand and performance historical trends ) that build a Service Division overview to develop models for forecasting future contact volumes and staffing.

2. Oversee the creation and maintenance of department strategic staffing models (including headcount recommendations and service level projections) for Senior Leaders to make decisions on divisional staffing.

3. Consult with Service Division Department Leaders and Directors for upcoming events and recommend strategic staffing levels needed to meet performance level targets.

4. Collaborate with the team to conduct adhoc analysis on how variable changes impact performance.

5. Meet and brief Senior Leader with data on staffing and performance

6. Develop and enhance existing Work Planning processes in alignment with the Division objectives while balancing the Associate and Branch experience.

7. Participate and contribute in projects driving the implementation of new processes and tools for improving call center workload efficiency.

8. Proactively identify new contact center tools and WFM software to enhance and support the strategic forecasting goals.

9. Responsible to guild and develop the team and division to strengthen the teams business acumen for growth and expansion.

10. Partner with the various area's within the Division and Firm to ensure alignment in strategic efforts.

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $84100

**Hiring Maximum:** $143100

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Skills/Requirements

Qualifications Required in the Job:

Education/Certification

+ Bachelor's degree in Statistics, Mathematics or other technical field or equivalent experience is required.

+ Previous leadership and or Project/Management experience

Experience

+ Minimum of 8 years of significant contact center and/or Edward Jones functional experience required. Minimum of 3 years of previous workforce management or statistical forecasting / analysis experience required.

Skills and Abilities:

+ Strong mathematical, analytical, and organization skills

+ Highly proficient in MS Word, MS Excel, MS PowerPoint and/or Access and related systems

+ Strong verbal and written communication skills

+ Ability to influence, process and assess quantitative and qualitative data to make rapid decisions and present to Sr. Leadership

+ Ability to lead and partner with the various leaders within the Service Division and other areas within the firm.

+ Must be able to lead, prioritize projects, and work well with deadlines in a matrixed environment

+ Ability to lead in the implementation of tactical initatives and drive strategic efforts as well

Candidates that live within a commutable distance from our Tempe, AZ or St. Louis, MO home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

•Fortune 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.

\#LI-HO